Texas Capital WarehouseNOW Sample eGuide

Field

Value(s)

Notes

All Collateral Collateral Value < Loan Balance Collateral Value > Loan Balance Collateral Value <> Loan Balance Collateral Value = Loan Balance

Collateral/Linked Loan Selection

No Yes

Print Documents

Do Not Print Print All Print Open Print Cleared

Exceptions Option

Do Not Print Print Collateral Memos Print Collateral and Document Memos Print Document Memos

Collateral/Document Memos

ACCT = Account Memo Type COLL = Collateral Memo Type DOC = Document Memo Type LOAN = Loan Memo Type QA = QA Tag RETRN = Pend Return VISIT = Site Visit Collateral Key Short Name Days Outstanding (Descending) Include All Customers Exclude Inactive Customers

N/A

Memo Type List

Primary Sort Option

Active/Inactive Filter

Not Applicable Null Values Only

Mers Interim Funder Filter

Non Null Values Only Matching Selection List

N/A N/A

Mers Interim Funder List

Job Session

67

10.01.2015 Version 4.0 – Client User Guide