15.1 Producer Details Tab

This topic describes the information about the producer details.

The Producer details screen allows user to record or edit basic information about the producer. User can set up dealers or producers for a company and branch. User can also set up a default underwriter and a default collector for a producer. The system uses this information in the origination work flow to select a queue.

The producer number, name, contact information, company and branch to which the producer is associated with, federal tax number, status, and license information can be stored in this screen.

• Producer Details Tab Extensibility
  This topic describes the information about the producer details tab extensibility.
• Payment Details
  This topic describes the information about the producer details.
• Compensation Plan
  This topic describes the information about the compensation plan.
• Subvention
  This topic describes the information about the subvention.
• Transactions
  This topic describes the information about the transactions.
• Holdback/Loss Reserve
  This topic describes the information about the holdback/loss reserve.
• Tracking Attributes
  This topic describes the information about the tracking attributes.
• Statements
  This topic describes the information about the statements.
• Contacts
  This topic describes the information about the contacts.
• Comments
  This topic describes the information about the comments.
• Summary
  This topic describes the information about the summary.
• Title Status Summary
  This topic describes the information about the title status summary.