Vendor Info

Forms & Docs > Vendor Info

Vendor Info is essentially the home page for capturing data on all third parties affiliated with the loan file. Once entered here, the vendor data will filter throughout the rest of the loan file onto various screens. When vendor data is entered elsewhere on a loan file, it will also filter back to the Vendor Info screen. Vendor Info may be accessed on all loan files, regardless of the Final status.

Tip: Information entered on the Vendor Info screen will auto-populate on the following screens:

·         Title Request

·         Appraisal Request

·         Hazard Insurance Request

·         1003 > Other Data tab

·         Closing Docs

·         Closing Request

·         Funding Request

·         Funding Screen

Dependent on configuration decisions within your site, users may be allowed to create/edit/delete vendors from the Vendor Info screen by clicking the Edit icon (paper with pencil on it) located to the right of the designated vendor field(s). All vendor categories marked with a red asterisk are required to be completed prior to clicking Save/Close at the bottom of the screen.

All Vendor Info screen users will enter data into each open field by typing a few sequential letters of the vendor to which they’re searching for within the database. Once a few characters have been entered, a drop down of correlating options will appear below the field for the user to choose from, auto-populating the data into that field.

Tip: Hide Dropdown link is reserved for a future enhancement.

When applicable, clicking the Edit icon will display a new screen that details all of the vendors for that category on a site level.

·         Edit: Allows access to the vendor profile to make changes and save them.

·         Delete: Allows access to delete the individual vendor profile permanently on a site level.

·         Add Vendor: Allows access to create a new vendor profile and save it on a site level.

·         Return: Returns the display to the Vendor Info screen.

Forms & Docs > Vendor Info > Print icon will print the Vendor Info screen in a PDF format.