How to add a payer?

Full Name

Enter the client's full name. The first time the Full Name is entered it is parsed and used, if possible, to auto-populate the First Name, MI, and Last Name fields. (Maximum of 64 characters)

TIP: The Full Name can represent the name of a legal entity, while the First Name, MI, and Last Name can be the name of a natural person.

Salutation

Enter a salutation field. (Maximum of 50 characters)

First Name

Enter client's first name. (Maximum of 30 characters)

MI

Enter client's middle initial. (Maximum of 1 character)

Last Name

Enter client's last name. (Maximum of 30 characters)

Street

Enter client's mailing street address. (Maximum of 64 character).

City

Enter client's city. (Maximum of 50 characters)

State

Select client's state from the drop-down list.

TIP: The state defaults to the state selected in the Company Properties. See Company properties.

Zip Code

Enter client's zip code. (Maximum of 10 characters)

TIP: When a zip code is entered, it is matched against a database of U.S. and Canadian postal codes containing in excess of 850,000 records, and if a match is found, the city, state and county are automatically updated. For consistency in data entry, the city, state and county are displayed all uppercase if the Street is all uppercase.

NOTE: The Locale selection found in Regional User Preferences on the Options page determines whether U.S. or Canadian values are returned.

INFO: Preferred City Name: There are approximately 43,000 U.S. ZIP Codes as issued by the US Postal Service.  Although there are 43,000 unique ZIP Codes, there are more city and town names than there are ZIP Codes. Actually, it is not unheard of to have 10 different city or town names for a single ZIP Code.

However, even though the USPS permits more than one city name for a single ZIP Code, they do have a preference; and that preference is referred to as a Preferred City.

The Mortgage Office® always returns the Preferred City name.

Email

Enter client's email address. (Maximum of 255 characters)

TIP: You may enter multiple email addresses by separating each with a semi-colon. When sending documents via email (such as statements), The Mortgage Office® will generate a separate email with the appropriate attachment to each email address in the field.

Format

Select an email delivery format from the drop-down list. Available options are HTML or Plain Text.

Phone Numbers

Enter client's Home, Work, Mobile, and Fax phone numbers. (Maximum of 20 characters)

TIP: Primary Phone Number. No more guessing which phone number to try first when calling a client, lender, or vendor. You may now designate which phone number is the contact’s primary number. Just click the down arrow and select one. An orange flag will be displayed next to the primary phone number.

TIP: The phone number will be automatically formatted if you enter numeric digits only. For example, typing 5624262188 is automatically converted to (562) 426-2188.

Account

Enter a unique account number for this lender. (Maximum of 10 alpha-numeric characters including "-" and ".")

TIN

Enter client's tax identification number. (Maximum of 11 characters)

TIP:  This number is a minimum of nine digits and can be either a social security number or a company identification number. This number may be entered with or without hyphenation.