This screen allows a user to change the origination type at a loan level. The origination type defaults to the type that was setup for the Channel associated with the loan.
The Loan Number and Borrower Name display. There are five available options within the Loan Origination Type drop-down field: Retail, Wholesale, Brokered Out, Correspondent, Purchased.
Choose the Loan Origination Type and click Submit. A pop-up window will appear asking: Are you sure you wish to change the Origination Type for this loan? Click OK to confirm the type change and return the display to the loan dashboard. Click Cancel void the origination type request.
To cancel any changes made to the Change Origination Type screen click Cancel. This will return the display to the loan dashboard.
Edit Loan Origination Type