Individual General    (for Mortgage Bankers only)

Table Layout

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

 

This screen only applies for Mortgage Bankers.  There are different screens for other record types.

 

 

 

Field Descriptions

 

ID No

The MyLIC system assigns a unique ID number to each Mortgage Banker who is added to your database. This number cannot be changed and is incremented by one each time a record is saved.

 

On Hold

Place a check mark in this box if the record is on hold for additional information or processing.

 

Record Type

Enter in BK to indicate this is a Mortgage Banker record.

 

Status

This field signifies the standing of the license 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).

 

PIN No

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

  

Representative's Address

 

Title

The title field is used as an extra distinction for the Representative's Address.  For example, Mr. or Ms.  This field contains up to 3 characters.

 

First ,

Enter the first name of the individual representative.

 

Last ,

Enter the last name of the individual representative.

 

Address

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

 

City

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

 

State

Enter the initials of the individual’s representative state containing up to 2 characters.

 

Zip

Enter the individual's representative zip code.

 

Tel

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

 

Fax No

Enter the individual's representative area code and fax number.

 

Email Address

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

 

Business Address

 

Firm

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.