Default Contacts

Feature Description
Default Contacts
  • A Financial Organization Administrator can set up default contacts to be used at transaction time. Available contact types depend on the products licensed by the financial institution.
  • Available contacts are set up in the Contacts section of Administration and shared with applicable organizations.
  • Child organizations do not inherit default contacts.
Authorizing Officer Select the person to default as the authorizing officer. This default contact is only available for financial institutions that have licensed TSoftPlus.
Responsible Officer Select the person to default as the responsible officer. This default contact is only available for financial institutions that have licensed TSoftPlus.
Document Return To Select the person to default as the responsible officer. This default contact is only available for financial institutions that have licensed TSoftPlus.
Life of Loan Select the person to default as the life of loan contact. This default contact is only available for financial institutions that have licensed Flood Determination Services.
Reporting Contact Select the person to default as the reporting contact. This default contact is only available for financial institutions that have licensed Default Services.
Organization Contact Select the person to default as the organization contact. The organization contact is only available for financial institutions that have licensed Doc Prep and Commercial Lending.