Entering Data for Mortgage Closing Forms

Screen ID: 

Screen Title: 

Panel Number:

UMTSST-01

Mortgage Closing Forms

2518

images\2518g_shg.gif

Click here to magnify

 

This screen appears when you use Mortgage Forms (F9) on the Loan Request Maintenance screen and select Settlement statement.

This is the first in a series of screens used to “capture” data to be used when printing your credit union's custom mortgage closing forms, including a Settlement Statement and Good Faith Estimate, Consumer and Non-Consumer Mortgage, and Real Estate Mortgage Note.

Helpful Hints

  • Because the loan account has not yet been created, in order to print the account base and suffix, you will need to just enter the loan suffix only (three digits only).  For example, enter 700 to print 123-700 on the forms (where 123 is the account base). 

  • If anything is enter other than a three-digit number is entered in this field, then that number will be printed on the forms.