Navigating the Agent Info Section within the Property Tab

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Users have the option to enter Agent Info (Optional) within the Property tab of the 1003 application. The Agent Info section will only appear when a Purchase Loan Type has been selected. Within the section Buyers Agent or Sellers Agent information may be entered. Users will have the option to enter:

  • Company
  • Company License #
    • Address Information
  • Contact Name
  • Company License #
  • Email
  • Contact Phone
  • Company Phone
  • Fax

 Agent_Info.png

 

If the user selects the “Does your agent also represent the seller?” checkbox the Sellers Agent section will be removed from the Property tab.

Agent_Info_-__Buyers_Agent.png

Unique information may be entered within this section on a by loan basis, yet it is important to note that this section may also pre-populate data that is found within the Global Contacts section. If a user begins to enter a Company that can be found within the Global Contacts section they will have the option to auto fill that contact information.

Agent_Info_-__Company.png

Agent_Info_-__prepopulated.png

 

Any information entered within the Agent Info section will also appear in the Loan Participants section under the LOAN menu.

Agent_Info_-__Appraisal_screen.png

The user will also notice that the Buyer/Seller Agent information may be selected within the Appraisal Center under the Preferred Contact section.

Agent_Info_-__Preferred_Contact.png

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