Canceling a mortgage referral cash receipt.

The best way to make sure you don’t miss anything is to redo your steps backwards of processing a mortgage referral.

There are 3 scenarios when canceling a mortgage referral cash receipt

1. Was simply the cash receipt created.

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

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

Canceling just the cash receipt:

• Open Cash receipt

• Click on the pencil to edit

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