Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Was simply the cash receipt created.?

  2. Was the cash receipt created and the mortgage referral distribution linked to or independent from the a transaction.?

  3. Was the cash receipt, mortgage referral distribution and disbursements made for the referral.

...

  • Open Cash receipt

  • Click on the pencil to edit

  • At the top of the Mortgage Referral Cash Receipt Profile, click on CANCEL

In Transactions > Mortgage Referrals

  • Click on the pencil to edit the mortgage referral