Mortgages

Productivity Tip

Mortgages follow largely the same underwriting path as a Risk application, but there can be instances where you just want to load and track a settled mortgage, and other cases where you want to track the whole process from Pre-Approval through to Settlement. Policy (Mortgage) Numbers don't really exist with many of the bank products, so it's important to be able to name the mortgage - much in the same way that you brand a risk application.

Access the Mortgage functionality

1.	You can access the Mortgage Module from both the Business Screen and also from Member Details.

2.	Here we are right-clicking in the Business Screen

3.	The other option is to click on the Mortgage button in the options list to the left in the Member Details screen

4.	You will now arrive at the main mortgage screen.

5.	This is currently blank as we don't have a mortgage loaded yet for this client.

Enter a new Mortgage

1.	If there are no mortgages loaded, or this is a brand new mortgage, simply type the name of the mortgage into the Mortgage Name box and then press enter.

2.	Think of something which is descriptive for the client, much in the same way that you may have been using the policy Brand.

3.	Once you have a mortgage name in the line and have pressed Enter to save, you can then select this line and go to any of the Pre-Approval, Applications or Settled screens.