Contacts - Settlement Services

Default Contacts available to add

In Administration, you can select a default contact for your organization on the CONTACTS page. To select a contact form a dropdown, you must first create the contact and the share the contact with the organization.

Create a LENDER CONTACT type that appears in the DEFAULT CONTACT section within an existing organization. In order to select a default contact in an organization, the following must be true:

Orgnization must already be saved and existing
Contact must be already saved and shared with an existing organization with the corresponding contact type
You must edit an existing organization and in the DEFAULT CONTACT section select an existing, shared contact

Contact	Description
LENDER CONTACT	The LENDER CONTACT displays the lender's information that prints on the FEMA form. Note: When entering the LENDER CONTACT information, enter a Display Name and Lender ID.