How to Add a Loan Account Number and Lender Reference Number
Updated
by
Caroline Pollard
Important note upfront
The Post to Commissions function is not operational in Chief 2.0.
This is not a bug — the commissions software has not been connected to Chief, nor was it connected in 1.0.
Because of this:
· Adding a loan account number via Post to Commissions will always generate an error message
· This function should not be used for entering loan account or lender reference numbers
Adding a Loan Account Number
1. Navigate to Home Loan Tools
2. Go to the Summary section
3. Scroll down to Recommended Product
4. Click Edit
5. Enter the Loan Account Number
6. Click Save
The loan account number will now be saved correctly without triggering an error.
Adding a Lender Reference Number
1. Navigate to Home Loan Tools
2. Go to the Summary section
3. Scroll down to Recommended Product
4. Click Edit
5. Enter the Lender Reference Number
6. Click Save
Important:
· The lender reference number field is only available for submitted deals
Key Takeaways
· Do not use Post to Commissions — it is not connected and will error
· Always add loan account and lender reference numbers via Home Loan Tools → Summary → Recommended Product → Edit
· Lender reference numbers can only be added once the deal is submitted
