How do I set up a mortgage company?

Add, edit, or delete a mortgage company.

Use Mortgage Company to set up a new mortgage company, edit an existing mortgage company, or remove a mortgage company. A mortgage company is a regulated lender that specifically lends money to people for the purchase of real property.

Contents

  1. Add a mortgage company
  2. Change a mortgage company
  3. Remove a mortgage company

Add a mortgage company

Create a new record for a mortgage company.

Do this...

1. Open Connect Property Tax Management > Organization > Mortgage Company.

2. Click New (CTRL+N).

3. What is the company's name? Click on the Name field and type in the name.

4. What is the company's address? Fill in the organization's address, city, state, zip, and country.

5. What is the delivery point for the address?

A delivery point is a specific set of digits between 00 and 99 assigned to every address. The delivery point and ZIP+4 code is a unique identifier that is belongs to the company's address.

  • Yes, I know the delivery point. Click on the Delivery Point field and type in the digits assigned by the USPS.

  • No, I do not know the delivery point. Leave blank the Delivery Point field. You can fill in this information later.  

6. What is the mail route assigned to the address?

  • Yes, I know the mail route. Click on the Mail Route field and type in the mail route.

  • No, I do not know the mail route. Leave blank the Mail Route field. You can fill in this information later.  

7. What is the company's telephone, fax, and email address?

Click on each field to type in the requested information.  

8. Do you have any files, electronic documents, or images that need to be saved with the company's record?

  • Yes, I want to attach a file, electronic document or image. Click on the Attachments tab, click Add a New Attachment, and then follow the instructions on the screen.

  • No, I do not have any items to attach. Continue to the next step.  

9. Click Save (CTRL+S)

The mortgage company is saved.

 

Change a mortgage company

Edit the properties assigned to a mortgage company.

Do this...

1. Open Connect Property Tax Management > Organization > Mortgage Company.

2. Click Edit (CTRL+E).

3. Enter a mortgage company name in the Lookup bar. Press Enter.

4. Now, you can update the record.

5. Click Save (CTRL+S).

The mortgage company is saved.

 

Remove a mortgage company

You cannot delete a mortgage company when related transactions exist.

Do this...

1. Open Connect Property Tax Management > Organization > Mortgage Company.

2. Enter a mortgage company name in the Lookup bar. Press Enter.

3. Is the correct mortgage company record showing on the screen? If it's not the right record, enter a different mortgage company name or Search (F9) to find the right record.

4. Click Delete (CTRL+D).

The mortgage company is deleted.

 

 

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