LD Module

2. This tab is used to confirm that a contractor has been verified by the IRS and can be a named payee on a disbursement draw.
4. P means the document was uploaded through __ ___ ___.
8. This tab will show information regarding the loan.
10. This tab shows the status of a check request
12. ___ authorizations expire 24 hours after entry.
14. U means the document was ___ directly to the claim.
15. This tab is a history of all checks that have been associated with the claim.
18. If the check status shows as ___ the client has confirmed the funds can be released.
20. We go under the ___ tab to send the Procedure Packet.

1. This is another spot for authorizations – these authorized parties are authorized on the loan and not just the claim.
3. S means the document was ____ into the system.
5. This tab shows all the events on the claim – this tab is for processors.
6. Stamp & Go checks will always be on ___ until they are mailed out.
7. Under the Transactions tab, ___ shows the funds received.
8. ___ is the date the document was uploaded to the claim.
9. Under the Transactions tab, ___ shows the funds released.
11. The ___ ___ is the date the document was received in the mail room.
13. Before reopening a claim, always check the ___ ___ before hand in case you need to close the claim again.
16. We go under ___ to create a task to notify the CSR that actions need to be taken on the specific claim.
17. ___ means the packet is being generated and has not been sent yet.
19. This page also contains all claim details.