Managing Loan Status |
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Like your XSite's online loan management system, XSites Desktop's loan management tools give you the ability to quickly update the status of any loan file and notify the borrower at the same time. Given the popularity of Calyx Point, we do, of course, offer specialized integration to Calyx Point users, but regardless of your LOS system, you can still update the status of your loan files and communicate with your clients all through XSites Desktop. And, for your convenience, XSites Desktop always lists the current active status of each loan file along with a rough estimation of how far along the loan is based off of the entire status list. Just refer to the dots to the right of each loan file.
Manually Updating Loan Status |
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To manually update the status of a loan...
- From XSites Desktop's loan management tools, click to select a loan file you wish to update.
- Click the status icon
at the top of the loan area and select
Update Status in the menu that appears.
- In the status screen, mark any of your pre-configured status items and
select any pertinent dates about items that have been
ordered/received.
- Finally, check the box at the bottom of the screen if you want your XSite to automatically send an update e-mail to your client when you save the status change.
- Click Save to apply your status change, update your XSite with the same information, and, if you indicated for your XSite to do so, send an update to your client.
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Hint: For specific details on configuring the loan status items in XSites Desktop, see the Status Checkpoints section of this user's guide. | ||
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