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 distribution linked to or independent from a transaction?

3. Was the cash receipt, mortgage referral distribution 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

  

In Transactions > Mortgage Referrals

• Click on the pencil to edit the mortgage referral