Entering content frameProcedure documentation Changing a Mortgage Loan Locate the document in its SAP Library structure

Use

You can make any changes you wish to an application, contract offer or contract that has not yet been disbursed.

You can also make changes to a contract that has been disbursed. However, you require special authorization to make changes to the conditions. If you do not have the appropriate authorization, the system merely displays the conditions when you call up the functions to change them. You can still change condition details that do not affect the financial structure of the loan, such as payer/payee data and posting data in the condition items and application data, contract data and notice data in the condition header without special authorization.

Note

If you change the financially relevant condition data retroactively, these changes only have an effect in the case of planned records. Such changes have no effect on postings (actual records) that have already been executed. If you want the retroactive condition changes to be effective for condition relevant flows that have already been posted, you must reverse the actual records. The actual records change to planned records. Condition changes then automatically apply to these records.

For more information, see Mortgage Loan: Processing.

Procedure

  1. Choose New Business ® Mortgage Loan ® Application/Contract Offer/Contract ® Change.

    2. The Change Application/Contract Offer/Contract: Initial Screen appears.

  2. Enter the Company code and Loan number. If you do not know the loan number, use the F4 help to search for the application/contract offer/contract using matchcode.

    3. The Change Application/Contract Offer/Contract screen appears.

  3. You can now make changes or additions to any existing data for the application, contract offer or contract on all the tabs under Basic Data, Conditions, Objects, Collateral, Correspond. and Partner.

You can also branch to the following:
    1. Structure linkPayment Details
    2. Regulatory Reporting

      3. If a loan has already been disbursed and you have activated Regulatory Reporting for loans given for the contract, you can only make changes to the premium reserve fund list by means of a balance sheet transfer. This allows you to reconstruct which loan was included in which premium reserve fund in the past.

    3. Display/Calculate Cash Flow
    4. Account Statement
    5. Total Commitment
    6. Loan: Summary
    7. Generate Correspondence
    8. File
    9. Check Limit Utilization
    10. Object Links (for more information, see Reference)
    11. Process Memo
    12. Processing Characteristics (see also the documentation on the Processing Characteristics report)
    13. Release History
    14. Change Documents
  1. Save your changes.

Note 

The steps for changing an application, contract offer or contract are the same as for creating an application, contract offer or contract. For more information, see Creating a Mortgage Loan.

 

 

 

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