Configuring Financial Institutions for Loan Applications (1)
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Screen ID: Screen Title: Panel Number: |
UFINS-01 Financial Institution Codes 1973 |
Access this screen by selecting Tool 375: Financial Institution Cfg for Loan Apps.
This is the first of two screens used to set up Financial Institution Codes. These codes are used primarily to identify financial institutions with whom your members and non-members do business. They are used during the loan application stage to reduce data entry when recording other financial institution data. These codes are also used for internal reporting and tracking purposes.
To create or modify a financial institution code, enter any 5-digit letter or number combination and use Enter to proceed to the second screen.