8.18 Correspondence Tab

This topic provides information on the Correspondence section, which records and manages written or electronic communications linked to contracts, transactions, or agreements, ensuring traceability and accountability.

Ad-hoc correspondence enables user to include information from applications in document templates user create yourself without manually transferring the data. Ad-hoc documents can be generated as either Microsoft Word or PDF files.

Ad-hoc correspondence can be viewed on the Correspondence link’s Correspondence screen when user have opened an account. The screen enables user to generate a new letter or view a previously generated letter.

To generate an ad hoc correspondence

1. On the Origination, click Origination. Under Origination, click Funding.
2. Under Funding, click Funding tab. Under Funding tab, click Correspondence.

   The Correspondence screen displays.

   Figure 8-19 Correspondence

   
   

   
   Description of "Figure 8-19 Correspondence"

   
   

   For details on this screen refer Correspondence Tab section in Underwriting chapter.