Individual General

Table Layout

This tab contains all of the basic information for each individual.

 

This screen only applies for Mortgage Brokers and Loan Officers.  There is a different screen for Mortgage Bankers.

 

 

Field Descriptions

 

ID No

Semarca License program assigns a unique ID number to each individual who is added to your database. This number can not be changed and is incremented by one each time a record is saved.

 

Record Type

This code, up to 4 digits, identifies the type of individual.  Record types and descriptions are defined using the Record Types option of the Lookup Codes menu (located on the icon toolbar as a magnifying glass).

 

Status

This two digit code signifies the standing of the record as current, pending, suspended, etc.  Status types and descriptions are defined using the Status Codes option of the Lookup Codes menu for Individuals (located on the icon toolbar as a magnifying glass).

 

Last Name, First, MI

Enter the last name, first name, and middle initial of the individual.

 

Suffix

This field contains an optional suffix for the individual's name, such as Jr. or III. This field contains up to 3 characters.

 

Title

The title field is used as an extra distinction for this individual.  For example, Mr. or Ms.  This field contains up to 3 characters.

 

SS No

Enter the individual's Social Security Number.

 

Driver Lic St and No

Enter the driver license State as two character abbreviation.  The license number field is a fifteen digit field that you may use to track any set of numbers or letters for an individual.

 

PIN No

This code is chosen as the personal identification number for Login on the web application.  It can be a combination of letters and numbers and MUST be 6 digits.

  

Home Address

Enter the individual’s home address on two lines that can contain up to 32 characters each.

 

Home City

Enter the individual’s home city containing up to 24 characters.

 

Home State

Enter the individual’s home state containing up to 2 characters.

 

Zip Code

Enter the individual's zip code.

 

Business Name, Address, City, State, and Zip

Enter the individual's firm name, business street or mailing address, city and the two digit state abbreviation and the zip code in the appropriate fields.

 

Tel

Enter the individual's area code and work telephone number.

 

Fax No

Enter the individual's area code and fax number.

 

Email Address

Enter an email address for this individual, be sure to include the @ symbol.  Once there is data in this field, you will be able to right click on the individuals page and choose Email from the sub menu.

Note: This feature is only available if your organization has an email connection and the individual record has an email address.