Work with Packages

Screen ID:  Screen Title:  Panel Number:

IPLSLCT-02 Work with Packages 4281

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Access this screen by selecting Select Existing Package (F6) on the Entry Package Criteria Selection screen.

• NOTE: If a package is highlighted, a change has been made to one or more loans in the package since creation. To update the package, research the loan(s) that have changed and remove affected loan from package.  Re-add if desired and new values will be displayed.

View a listing of the packages that have been created at your credit union, with summary details such as package value, date created, and number of loans in the package.

There is an option to search for a specific loan account in a package.  The Loan Packages window will display to show the packages in which the loan resides.

An asterisk next to the Package Value indicates that investor balances are included in the Package Value.

A Y in the C column indicates that there are comments associated with the package.

Packages that have been prepared for final sale do not appear on this screen.

Options

Option	Description
Change	Select to return to the initial Package Loans to be Sold Screen to view the criteria used to create the package.  Enter again to view the loan detail on the Package Loans to be Sold screen. If you are selecting an existing package, this will display the selections of that package.
Delete	Select to delete the package, a delete confirmation window will display.
Comments	Select to add comments to a package.
Summary	Select to view a summary of the loan package.