There are a number of different ways to load the customer details on the respective screen from the LHS menu.

• Use the Search screen by selecting Customer Centric option(s).
• Use the Quick Search section to search for the customer by Account Number, or Customer Id, or by specifying the last four digits of Primary SSN (SSN of the primary applicant).
• Use the Next Account feature to load the customer from a predefined queue.

For details on how to search and load the customer or account details using Search screen, refer Search Using Customer Details section in Search Function chapter.