Adding Loan Account Information to a Bank Reference

Procedure

You add deposit account information to a bank reference after saving information for the bank reference.

To add loan account information for a bank reference:

1. Select the bank reference. How?

2. On the Bank Information screen, in the Loan Account Information section, click Add.
   The Loan Account Details screen appears.

3. Enter information for the loan account.

Relative Weight is a value between 0 and 100 that indicates the importance you assign this loan account relative to other loan accounts this customer has with this bank. If you enter a relative weight for an account, when you click Save, eCredit calculates the Adjusted Relative Weight for the account by multiplying the relative weight assigned to the bank reference by the relative weight assigned to the account.

4. Click Save.

5. To return to the Bank Information screen, click Cancel.