2.3.3 Search Using Account Details

This topic provides information on search using account details.

To search for and load an account using the Search screen

1. On the Servicing, click Servicing. Under Servicing, click Servicing. Under Servicing, click Customer Service. Under Customer Service, click Search Criteria.

   The Search Criteria screen displays.

   Figure 2-17 Search Criteria

   
   

   
   Description of "Figure 2-17 Search Criteria"

   
   
2. Select Account as a search option.
3. On the Criteria screen, use the Comparison Operator and Value columns to create a search criteria to find an account. User can click Reset Criteria at any time to clear the Comparison Operator and Value columns.
4. Click Search. The system locates and displays all the accounts that meet user search criteria on Results screen.

   Figure 2-18 Results Screen

   
   

   
   Description of "Figure 2-18 Results Screen"

   
   
5. On the Search Results screen, view the following information for each account:

   Table 2-9 Search Results screen

   Field	Description
   Company	Displays the company of the account.
   Branch	Displays the branch of the account.
   Account #	Displays the account number.
   Date	Displays the date, the account was created.
   Title	Displays the primary and other applicant(s) attached to the account.
   Product	Displays the Loan product of the account.
   Status	Displays the status of the account.
   Delinquency days	Displays the number of days the account has been delinquent.
   Amount Due	Displays the total amount due for the account.
   Outstanding Balance	Displays the total outstanding balance for the account.
   Producer	Displays the producer of the account.
   Secured	If selected, indicates the account is secured and may only be loaded by authorized users.

6. On the Results screen, select the application user want to retrieve and click Open Account.
   The system loads the account under the Customer Service tab.

   Figure 2-19 Results Screen

   
   

   
   Description of "Figure 2-19 Results Screen"

   
   

   User are now ready to begin work on the account.

   User can view the accounts pending for user review by selecting Receiver in the Review Request tab.