15.1.6 Holdback/Loss Reserve

This topic describes the information about the holdback/loss reserve.

The Holdback/Loss Reserve sub screen displays information related to Proceed Holdback and Loss Reserve for the producer.

To view the Holdback/Loss Reserve
  1. On the Origination, click Origination. Under Origination, click Producers. Under Producers, click Payment Details. Under Payment Details, click Holdback/Loss Reserve.
  2. In the Proceed Holdback section, user can view the account and Holdback amount details.

    In the Loss Reserve section, user can view Loss Reserve amount details.