Individual Company Tab

Table Layout

This tab contains all of the basic information for a company the individual represents.  

 

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

 

 

Field Descriptions

 

Co ID

The MyLIC system assigns a unique Company ID number to each individual's company that is added to the database. This number cannot be changed and is incremented by one each time a record is saved.

 

ID

This is the unique license number that the MyLIC system assigned to this individual.

 

MB ID

For a Mortgage Broker, this is the unique license number assigned to the individual's record. When entered, or refreshed, the remaining information will be automatically filled with the information entered on the GENERAL screen.

 

For a Loan Officer, this is the unique license number assigned to the individual’s sponsoring Mortgage Broker.  When entered, or refreshed, the remaining information will be automatically filled with sponsoring broker’s information.   

 

MB 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 (located on the icon toolbar as a magnifying glass).

 

Assume Name

No longer used.

 

Firm

Enter the company name. This field can contain up to 50 characters.

 

FT

Enter two character Firm Type:

SP Sole Proprietor

LP Limited Partnership

CO Company

 

Address 1 and Address 2

Enter the individual’s Company's address on two lines (street address on line 1 and room numbers on line 2) that can contain up to 34 characters each.  No Post Office box numbers are permitted.

 

City

Enter the company's city containing up to 24 characters.

 

State

Enter the company's state containing up to 2 characters.

 

Zip Code

Enter the company's zip code up to 12 characters.

 

Tel

Enter the company's regular area code and work telephone number up to 17 characters.

 

Fax

Enter the company's area code and fax number up to 12 characters.

 

Toll Free

Enter the company's Toll Free area code and work telephone number (if there is one) up to 12 characters.

 

Contact Name

If the record belongs to a Mortgage Broker, enter the name of the Mortgage Broker; if the record belongs to a Loan Officer, enter the name of the Loan Officer’s sponsoring Mortgage Broker.  This field contains up to 30 characters.

 

User

The MyLIC system automatically enters the initials from the User table whenever the record is added or changed.

 

Last Chg Date

The MyLIC system automatically enters the current date whenever the record is added or changed.