Entering Mortgage Checks

AccuLynx allows you to enter and track any Mortgage Checks that you have received that have to be sent off to a Mortgage Company for Endorsement and Processing, before the funds can be released.  

Note - Requires the Elite version of AccuLynx and that the Mortgage Check Add-on is enabled. Roles that have the options to Add/Edit an entry may vary depending on your company's Permissions Settings.

• To learn how to set up Mortgage Checks, click here.
• To learn how to change the Permissions for Mortgage Checks, click here.
• To learn how to Track your Mortgage Checks, click here.

In order to enter/view a mortgage check, you will need to be in the job file for the customer whose check you want to enter. 

Viewing Mortgage Checks
On the right side of the Job's Overview page, open the Job Menu. Select Mortgage Checks to see all the Mortgage Checks for this Job.  If a Check has been previously entered, you will be able to view it from this screen, along with all the information about the check.  

Entering a New Mortgage Check

From the Mortgage Check Page, select the green Create Mortgage Check button in the upper right corner.  

This will open a box where you can enter all of the necessary information for that Check.  At the top of this box is a drop-down menu where you can select the Mortgage Company that you are sending the Check off to. The menu will give you the option of selecting from a list of predetermined Mortgage Companies (established by your Administrator). Or, if the Mortgage Company you want is not listed, you can select other options and manually enter their name in the blank field.  Enter as much of the other information as you have for the check. 

Tracking Numbers

If you enter the Tracking Number(s) provided by your Delivery Service in the appropriate fields, AccuLynx will generate a link that you can click on in the future to automatically track your parcel. 

Currently the only Delivery Services supported by this feature are UPS, FedEx, DHL, USPS, and Canada Post.  Please note that this field is case-sensitive.  If you want to use this feature, please take care to enter the Tracking Number EXACTLY as it appears on your Shipping Label.  

Editing/Deleting an Existing Mortgage Check

As you receive updates, or additional information about the Check, you can edit the information in AccuLynx by selecting the blue drop-down menu in the Actions column on the right side of each check’s entry line.  

From here, you can select to Edit Mortgage Check, which will open the pop-up box up again, allowing you to Add/Edit the information. 

If you need to delete that line item, select the same blue drop-down menu, and choose Delete Mortgage Check. You will be prompted to confirm that you really want to Delete that Check. To confirm this, click the blue Delete button.  If not, select Cancel in the lower left corner.