8.10 Master Account Tab

This topic provides information on the master account section. It enables users to view and manage details of the primary account that governs linked sub‑accounts, ensuring centralized control and consistency across the request.

The Master Account tab in Origination screen facilitates to categorize the current application to be considered as Master Account after funding or link the current application to another existing master account in the system.

To define Master Account Details

1. On the Origination, click Origination. Under Origination, click Funding.
2. Under Funding, click Funding tab. Under Funding tab, click Master Account.

   The Master Account screen displays.

   Figure 8-8 Master Account

   
   

   
   Description of "Figure 8-8 Master Account"

   
   

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