To find a Client:
- In the vertical menu bar, select the Main section, and then click the Client Finder icon.
- You can search by either Client or Loan Criteria by selecting the appropriate tab at the top of the screen.
- In the Find Client frame at the top of the screen, enter your Criteria to find a specific Client or an entire list of Clients that match your criteria. You can enter as much or as little Criteria as you need to find the Clients that you are looking for. For example:
- To view all of your Clients, do not enter any Criteria. The Loan Officer field will automatically default to your username, and clicking Find Now will return all the Clients assigned to you as the Loan Officer up to the Maximum Record Count - Default is 50 Records. (See notes below regarding Max Record Count).
- Depending on your security, you may only be able to view records where you are the assigned Loan Officer. If you have the View All Clients right, you can select any Loan Officer or click into the Loan Officer control and press the Backspace key on your keyboard to blank out the Loan Officer value, this will allow you to see the Client records for all Loan Officers.
- To find one specific Client, enter their First and/or Last name (or the first few letters of the name) in the First Name or Last Name field.
- To find all of your Clients in the Prospect status, check Prospect in the Client Status list box. To narrow down your search further and only view your Prospects that were entered into the system this month, check Prospect in the Client Status list box and select "This Month" in the Date Entered Date Range field.
- Click Find Now.
- Any Clients that match the criteria that you entered will appear in the grid. You can re-specify the criteria to rebuild the list. To view the details for a Client, double-click on their row in the results grid or highlight the client and click Select.
- The above example shows selecting Clients based on Client Criteria. You may also select Clients based on Loan Criteria. For example you may want to find all Clients with a Rate Adjustment Due in the Next Month.
- From the Loan Criteria tab check First Rate Adjustment from the Milestone Dates list box and select "Next Month" in the Milestone Date Range field.
- Click Find Now.
Max Record Count
By default, the maximum number of Clients that will be returned on any search is 50. To view more than 50 Clients, change the value in the Max Record Count field (located above the Find Now button) before clicking Find Now.
For example, if you have roughly 9,000 records in your database, simply set the Max Record Count to 9,999 to bring back all your Client records. Typically the Client Finder is used to bring back records based on more specific criteria values, such as a specific date range and Client Status. If you are trying to determine how many records meet a certain criteria, it is quicker and easier to use the Show Count Only feature described below.
Show Count Only
Show Count Only will allow you to view the total number of Clients that match the Criteria that you have entered. For example, to find the total number of Clients in the database: clear out all of the Criteria fields, check the Show Count Only checkbox, and then click Find Now. A message box will appear showing the total number of Clients that match your criteria.
Reset Fields
The Reset Fields button will set the Criteria back to the default settings. If you have entered Criteria in the Find Client frame, you can click Reset Fields to clear out all of the Criteria fields and return to the default search criteria.
Find Now - Append/Clear
There are two options for searching in the Client Finder screen: Append, which will Append the results of the current search to any previous searches or Clear, which will clear out any previous search results prior to displaying the new results. By default, Mortgage Manager will always Clear out any previous search results when the Find Now button is clicked and only display the results of the current search. To Append your search results to a previous search, click on the Drop Down portion of the Find Now button and select Append and then click Find Now to run your search.
