Addresses

Access the Addresses function under the Borrower Services tab when you want to add, update, or delete borrower address information. This screen also shows you which of the borrower’s addresses is designated as the mailing address. You can change the designated mailing address through this function, as well.

To Add a Borrower’s Address

To add a new borrower address, click the Add icon located in the Function Bar. When you click this icon, a data entry window is opened for you to enter the new address information. Use the guidelines in the table below to assist you.

Field Name	Required?	Size/Format	What to Enter
Description	Optional	Alphanumeric	Enter the type of address this is (i.e. Parent, Permanent, Prior, Summer, etc.).
Address From	Required	8 numeric characters	Format is mm/dd/yyyy
Address Thru	Required	8 numeric characters	Format is mm/dd/yyyy
Bad Since	Optional	8 numeric characters	Format is mm/dd/yyyy
Care of	Optional	50 alphanumeric characters	Enter the name of the person the mail is “in care of.”
Day Phone	Optional	10 characters	Enter the borrower’s daytime phone number. Use the Ext. field for an extension, if needed.
Address	Required	alphanumeric	Enter the borrower’s address. This will be entered into the system as the Primary address.
City	Optional
State	Optional	Drop-down list
ZIP	Optional
Country	Required	Drop-down list	Note: If you enter "USA" for the value of the Country field, the City, State and ZIP fields are required for entry.
Evening Phone	Optional	10 numeric characters	Enter the borrower’s evening phone number. Use the Ext. field for an extension, if needed.
Fax	Optional	10 numeric characters	Enter the borrower’s fax number.
Cell Phone	Optional	10 numeric characters	Enter the borrower’s cell phone number.
Email	Optional	30 alphanumeric characters	Enter the borrower’s email address.

To save the address information, click on the Save icon. To exit this process without saving the address information, simply close the data entry window.

The address list will be updated to reflect the new address. If the new address is the only address for the borrower, it will be identified as the mailing address. The mailing address is the address displayed on the Borrower Services screen.

To Change the Mailing Address

One of the borrower's addresses must be identified as a mailing address, since it will be used to send bills, notices, and other correspondence to the borrower. To indicate which address should be used as the borrower's mailing address, click on the radio button located to the right of the Magnifying Glass icon on the appropriate address list line, and click on the Save icon.

When the Save icon is clicked, the selected address will be marked as the borrower's mailing address. The address list will be updated to show the Mail Address icon next to the designated borrower address. The mailing address shown in the Borrower Summary display will also be updated to reflect the new mailing address designation.

To Update a Borrower’s Address

To revise or update an existing borrower address, select the desired address by clicking on the Magnifying Glass icon located on the left side of the appropriate address list line. When you click on this icon, a new window is opened containing the borrower’s address information. Edit the address information in this window and click on the Save icon to save your changes. At any point, you can click on the Reset icon to restore the data to its initial state. To exit without saving your address revisions, simply close the window.

To Delete a Borrower’s Address

Note: A borrower address cannot be deleted if it is currently used as the mailing address. Another address must be identified as the mailing address before the desired address can be deleted.

To delete an existing address, select the desired address by clicking on the Magnifying Glass icon located on the left side of the appropriate address list line. When you click on this icon, a new window is opened containing the borrower’s address information. Click on the Delete icon, and then the OK button to acknowledge the delete. To exit this process without performing the delete action, simply close the window.