Locator Screen

Use the Locator Screen to manage and perform searches on your customer records. It is the first screen that you see when you log into Lending Cloud. Access the Locator screen using either of the following methods.

• File > Locator - Search By
• Click the  icon in the upper-right corner of the screen.

 

Adding Customers

Click the Add Customer button to add a new customer to the system. See Adding a New Customer for more information.

 

Searching for Customers

Initially, you can use settings on the Locator Settings screen to determine the criteria that is used to search for customer records. Once you have completed your settings on the Locator Settings screen, use the following search methods on the Locator screen.

Select First Letter of Customer Last Name or Business Entity

Click on a letter, number, or the tilde (~) appearing in the row at the top of the screen to display all customer records in the search results that begin with the selected character.

Enter Any Combination of Search Criteria

Click this heading to display the criteria fields that you selected on the Locator Settings screen.

In addition to entering text into any of the boxes on the top row, you can further refine your search by selecting check boxes for any criteria in the following lists on the bottom row.

- NAICS Code - This shows customers with an NAICS code that matches the one on the General Information screen.

- Location / Department - This shows the customers with a selected location.

- Organization ID - This shows customers assigned to a selected lender staff member.

- Location Reporting Group - This enables you to search for customers with a location that is listed within the selected Location Reporting Group.

After you have completed specifying the search criteria, click the Search button to generate the search results. Clicking the Search button without specifying any criteria displays all customer records in the search results. You can also click the Clear button to clear all text you entered into the search criteria fields.

 

Search Results

Click a customer name link in the Name column to display the Quick Access screen for that customer.  

The descriptions of following icons provide more information about the customer records.

• - Indicates that the customer record is associated with the repository. See Core Integration Using Remote Repository Overview for more information.
• - Indicates that the customer record is on the Watch List.
• - Indicates the customer record has been locked. You can still access the record but it will be in read-only mode.
• - Indicates that the customer record has been checked out by a user to prevent other users from changing information in the record. See Check Out Customer/Check In Customer for more information.

 

Managing Customer Records

The following functions enable you to manage the customer records.

• Send To - In the search results, select the check boxes next to customer records. Then click this link to send the customer record(s) to the Recycle Bin.
• Duplicate - Click this link to duplicate a customer record. When duplicated, the new record will add the text Dupe to the end of the original name. You can change the name as needed.
• Track - Click this link view the Lending Cloud users who have accessed the customer record over time.