Inquiry: Mortgage Loan 

Use

You can use these functions for mortgage loans given to enter information about a potential borrower without creating a contract. The status concept does not apply for inquiry management.

Scope of Functions

Main features of inquiry management:

·        You can only enter a potential borrower as an interested party once. However, after the application has been converted into an offer, you can create the same customer as an interested party again.

·        You enter the interested party as a business partner in the appropriate role and enter the basic data about the potential mortgage loan.

·        The system automatically assigns a contact person (in the role of clerk with role category TR0990) to the interested party, provided that you have entered the external partner ID and the user name in the clerk’s administrative data.

You can use F4 to assign any clerk with role category TR0990.

·        When you create an application, offer or contract, the system automatically uses the data you have already entered for the interested party, such as the loan capital requested, the purpose of the loan and other application data.

·        You can use the Correspondence function to generate letters to the potential customer.

·        The Resubmission function lets you resubmit a loan to a specific clerk on a certain date.

·        You can enter extra details using the Memo pad.

·        You can display the user who entered the data and the user who last changed the data by choosing User Data.