1. Line Origination User Guide
  2. Funding
  3. Correspondence Tab

8.18 Correspondence Tab

Ad-hoc correspondence enables you to include information from applications in document templates you create yourself without manually transferring the data. Ad-hoc documents can be generated as either Microsoft Word or PDF files.

Ad-hoc correspondence can be viewed on the Correspondence link’s Correspondence screen when you have opened an account. The screen enables you to generate a new letter or view a previously generated letter.

To generate an ad hoc correspondence
  1. Open the Funding screen and load the application you want to work with.
  2. Click Correspondence.

    Figure 8-18 Correspondence


    Description of Figure 8-18 follows
    Description of "Figure 8-18 Correspondence"

    For details on this screen refer Correspondence Tab section in Underwriting chapter.

Parent topic: Funding