Borrower Coupon Requests

Select the Coupon function under the Borrower Services tab when you need to produce coupons for a borrower at a time outside of the annual production cycle, or if you wish to spread out the annual coupon generation process by using this function to generate annual coupons for a selected subset of the borrowers on a monthly basis. When you first select this function, you are presented with a list of any previous coupon print requests for the borrower. To review or update a coupon request, click on the Magnifying Glass icon to the left of your selection.

Add a Coupon Request

To add a coupon request for a borrower, click the Add icon located in the Function Bar. When you click on this icon, a new data entry window is opened.

Enter the coupon request information into the appropriate fields of the upper portion of the data entry window. The following fields (marked with an asterisk on the data entry screen) are required for entry:

·         Print Coupons As Of Date

·         First Coupon Date

·         Number of Coupons

Click on this link, Data Entry and Edit Guidelines, to review information pertaining to the values that may be entered into the various fields on the Coupon Request entry form.

Next, select the loans that are to be included in your coupon request. Choose from those listed in the lower portion of the data entry form. This list represents all loans that have a Payment Method of "Coupon". For new coupon requests, you must select at least one loan. If you do not select any loans, your coupon request will not be created.

If a loan is not available for inclusion in your coupon request, "No*" will appear in place of a checkbox. This indicates that the associated loan is already part of another coupon request. If you would like to include a loan that is not available, you need to first remove it from the request with which it is associated.

Click on the Reset icon to restore the data entry form to its initial (blank) state. Any data that was entered in the form will be erased from the display.

To save the coupon request information, click on the Save icon. The coupons that comprise this request will be output when the Coupon Outbound process is run, if the Printed flag value was set to "No". This process will either produce a print file (for printing at your site), or a data file that can be provided to a third-party vendor for printing.

To exit this process without saving the coupon request information, simply close the pop-up window.

Update a Coupon Request

To revise or update existing coupon request information, select the desired request by clicking on the Magnifying Glass icon located on the left side of the appropriate Coupon Request List line. When you click on this icon, a new window is opened. Update the appropriate fields and click on the Save icon to save your changes.

You can click on the Reset icon at any time prior to saving to restore the update form to its initial state. Any fields that you modified will be restored to their initial value, that is the value that was displayed when the update form was first opened.

To exit this process without saving the coupon request revisions, simply close the pop-up window.