Individual General
This tab contains all of the basic information for each Entity Mortgage Broker.
This screen only applies for Entity Mortgage Broker. There are different screens for other Record Types.
Field Descriptions
ID No
The MyLIC system assigns a unique ID number to each individual who is added to the 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
This code, up to 4 digits, identifies the type of individual. Record types and descriptions are defined using the Record Type option of the Lookup Codes menu (located on the icon toolbar as a magnifying glass).
Status
This field 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).
PIN No
This number is automatically generated when the SS No is entered; it is the first six digits of the SS No.
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 home address on two lines that can contain up to 32 characters each.
City
Enter the individual’s home city containing up to 24 characters.
State
Enter the individual’s home state containing up to 2 characters.
Zip Code
Enter the individual's zip code.
Tel
Enter the individual's area code and work telephone number.
Fax No
Enter the individual’s area code and fax number. Once there is data in this field, you will be able to right click on the individual’s page and choose Fax from the sub menu.
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 individual’s page and choose Email from the sub menu.
Relationship
Enter the three character code or choose from the drop down list of Designated Representative Level codes.
MB ID
Enter the mortgage Broker identification number or choose from the drop down list.
MB Status
MyLic will automatically display the status of the mortgage broker chosen in MB ID.
Business Address
Firm, St, and Zip
Enter the individual’s firm name, Street address, city and the two digit state abbreviation and the zip code in the appropriate fields.