Edit Loan Transfer
The Edit Transfer page displays the instructions defined for the selected loan transfer. Using the page, you can modify or delete the transfer.
- Transfer From
-
The account to withdraw funds from
- Transfer To
-
The account to transfer funds to
- Amount Type
-
Provides the following options:
- Standard
The amount due is transferred to the loan account.
Note: If the loan is past due, you must use Standard as the amount type. The Amount Due must be greater than 0. - Other
When selected, the loan principal, interest and escrow amount fields are displayed.
An amount must be entered in at least one of the other fields.
- Standard
- Date
-
The transfer date
Note: If the defined date is a non-processing date or if it is past cut-off time for daily processing, the date is changed to the next available processing date. - Options
-
Additional instructions to include with the transfer
- Add memo information
A text box appears where you can enter information to be stored with the transfer instructions.
- Approve on submit
If you have permissions to approve your own transfers, select this option to submit your approval with the details of the transfer.
- Add memo information
- Status
-
Indicates the transfer state, such as Pending
- Reference #
-
Indicates the reference number assigned to the transfer when the transfer was created
- Options
-
Additional instructions to include with the transfer
- Add memo information
A text box appears where you can enter information to be stored with the transfer instructions.
- Approve on submit
If you have permissions to approve your own transfers, select this option to submit your approval with the details of the transfer.
- Add memo information
- Transfer History
-
Shows transaction history for the transfer, including the activity, the user ID and the date and time for the activity.
