7.5.7 Existing Account Sub Tab

This topic provides information on the existing account. It enables users to view and manage details of accounts already linked to the applicant, including account type, status, and key financial information.

The Existing Account Sub Tab displays the applicant's details, if it has been previously maintained in the system. Also along with the applicant's details, the account number of the applicant is displayed as a hyperlink. Clicking on the hyperlink will display the respective account details through the Customer Service screen of Servicing module.

In case user do not see a hyperlink associated with the account number, then user might have restricted access to the Servicing module. User can request the system administrator to navigate to Setup, click User. Under User, click Access screen, and enable the ACCESS TO SERCOLL UCS CUSTOMER SERVICE TAB option in Security Access Definition section available in the Screen tab. For more information, on defining user privileges, refer to 3.3.2 Screen section in Setup guide.

View the following details:

Table 7-13 Existing Account

Field	Description
Account #	Displays the account number.
Title	Displays the account title.
Relation	Displays the customer relationship.
Product	Displays the Loan product.
Payoff Amount	Displays the payoff amount.
Amount Due	Displays the delinquent amount due.
Oldest Due Dt	Displays the due date.
Status	Displays the account status.
Company	Displays the company.
Branch	Displays the branch.
Total Pay Off Amt	Displays the payoff amount.
Total Amt Due	Displays the total due amount.