Updating/Creating a Party Record

After a template is selected, the Parties page displays where an existing party can be updated, or a new party can be created.

Updating an existing party

To verify a party is in your database, update an existing party.

  1. Select Update Existing Party and Select Party to update a party already in the database.

  2. Select the party record in the Search Party list that matches the borrower on the inquiry and select Save.
    Note:
    If the party is not in your database, select Close and create a new party.
    Note:
    After selecting Save, the transaction opens with the inquiry ID and borrower name displaying at the top left. The inquiry ID can be changed in Loan Definition.

Creating a New Party

  1. Select Create New Party and Save to create a new party.

    Note:
    After selecting Save, the transaction opens with the inquiry ID and borrower name displaying at the top right. The inquiry ID can be changed in Loan Definition.