Associating Existing Customers with the Repository

Customers in the Lending Cloud application that are not yet associated with a record in the repository are associated with it to enable synchronization of information.

To associate a customer with the repository

1.    Select General > Associate with Repository.

2.    In the Search Results area, in the Action column, click Set Association.

When you set the association, the following occur:

•  Subsequent searches for the customer indicate that the customer is associated with the repository, and the Set Association link changes to Access Customer Record.

•  The following fields become read-only and are synchronized with the repository each time you access the customer, depending on settings made by your system administrator:

• • Address

  • Applicant Name (first, middle, and last name)

  • City

  • Company Name

  • County

  • Entity Type

  • State

  • Tax ID

  • ZIP Code

Tip     Click View Core Data to view, or Hide Core Data to hide customer details from the repository in your search results.