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5. Vendors are categorized according to type. Click on the Vendor Type drop-down list to view the entire list
of categories.
Search for all vendors of a specific vendor type
1. Select the Vendor Type from the drop-down box.
2. Press Find Now.
3. A list of all vendors in the specified category will display:
Use search criteria to narrow your search
1. To narrow your search parameters, use the Company Name, Contact Person, Street Address, City, and
State fields as search criteria. For example, to find all Builders/Brokers in "Sample City":
2. Click on the Location tab and type "Sample City: in the city field.
3. Press Find Now. All vendors in "Sample City" are listed:
Select Vendor
To auto-populate the vendor information screen or a verif with the data for a vendor in the vendor database:
1. Position the insertion point on any vendor information field for the vendor type.
2. Zoom-in to the Vendor Database by pressing <Ctrl+Z> or other method.
3. Search to find the vendor that you want to use, highlight the vendor, and press Select.
4. You will return to the borrower file and the vendor information for the selected vendor will be filled in.
Add a new record to the vendor database
There are two ways to add a new record to the vendor database, Auto Update and Add Vendor.
Auto Update
Every time you enter a new vendor in any of the vendor information fields on the Vendor Information Screen or
any of the verifs, the following message will appear:
The Loan Handler 5.2 Training Manual Supplement (User)
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05/2002 Courtesy of Mortgage Tech & Seshco Enterprises