# Organization Info

Features | Description
--- | ---
Customer Number | Enter the organization's customer number. (Required)
Legal Name | Enter the organization's legal name. (Required)
Short Name | Enter a short name. (Required) This name displays in Administration and does not print on any documents. For example, the short name of Sample Bank would display in the application but legal name of Sample National Bank would print on documents.
Term for Organization in Loan Documents | Select the Bank, Lender, or Other option. If Other is selected, an Other Description text field displays for the other term.
Address | Enter the organization's address. A second field is provided if needed. (Required)
City | Enter the city in where the organization is located. (Required)
State | Select the state where the organization is located. (Required)
Postal Code | Enter the postal code in the standard 5-digit or 5+4-digit format. (Required)
Phone Number | Enter the organization's phone number in the standard 10-digit number format. (Required)
Fax Number | Enter the organization's fax number in the standard 10-digit number format.
800 Number | Enter the organization's toll-free number if applicable.
County | Enter the county where the organization is located.

Parent topic: Setting Up an Organization

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