2.2.2 Quick Search Section

This topic provides information on the quick search section, which allows users to locate applications efficiently.

Quick Search enables to search for an account using any one of the following values - Account Number, Customer ID, SSN, Identification Number or Queue.

To load an account using the Quick Search section:

1. On the Origination, click Servicing. Under Servicing, click Search/Task tab.

   The Search/Task screen displays.

   Figure 2-6 Quick Search

   
   

   
   Description of "Figure 2-6 Quick Search"

   
   
2. In the Quick Search section’s Acc # field, specify the account number user want to load and click Submit.

   User can also load the account by specifying the last 4 digits of the SSN Number. System retrieves only those accounts where the searched SSN is of the Primary Applicant. If multiple matches are found, system displays an error message as ‘Multiple Matches found for the SSN, Please use normal Search’.

   Note:

   Search cannot be performed using wild card characters in the Quick Search section.

   The system loads the selected application.

   To load an account from a queue during application entry

3. In the Quick Search section’s Queue field, select the queue user want to work with and click Next Account.

This section consists of the following topics:

• Other Features on the Results Screen
  This topic provides information on the additional features available on the results screen.
• Copying an Application
  This topic provides information on the copying an application.
• Unlocking an Application
  This topic provides information on the unlocking an application.
• View Application
  This topic provides information on view application. It enables users to access and review the details of submitted applications.