Changing Loan Account Information for a Bank Reference

Procedure

To change 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 view/edit in the row for the loan account information you want to edit.
    The Loan Account Details screen appears.

  3. Modify information for the loan account.

Note:  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 the 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.

  1. Click Save.

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