Designed to automate the funding worksheet process, the New Account Setup Module enables branch and loan operations personnel to finalize credit terms, capture disbursement information, set appropriate codes needed for new account setup and record collateral and insurance information.

Benefits:

• Eliminates your paper funding worksheets by allowing loan officers to enter account information directly into Mark IV
   
• Automatically transfers additional new account information into your document preparation system when used with the Mark IV Doc Prep module
   
• Provides your document preparation department with a Docs Needed Date Work Queue View List field to sort or prioritize applications ready for funding
   
• Provides the ability to capture custom data fields prior to loan boarding
   
• Ensures that all pre-funding guidelines have been satisfied prior to booking status

For more information, please click here to download our information sheet.