Credit Card Accounts

Select the Credit Card Accounts function under the Borrower Services tab when you want to add, update, or delete credit card information associated with a borrower. The Credit Card Accounts screen displays a listing of all Credit Card Accounts currently on file for the borrower, as shown in the example below. You can select any of these account records by clicking on the Magnifying Glass icon. Once you select a Credit Card Account, you can update the account, or delete it from the system. If the borrower does not currently have any credit card accounts in CLM, you can add a new account through this function.

To Add a New Credit Card Account

To add a new borrower credit card account, click the Add icon located in the Function Bar. When you click on this icon, a new window is opened. Enter the borrower's credit card information using the table below as a guideline. All fields on this form are required entry. Click on the Reset icon to restore the data entry form to its initial (blank) state. To save the new credit card information, click on the Save icon. To exit this process without saving the account revisions, simply close the pop-up window.

 

Field Name	Required?	Size/Format	What to Enter
Card Holder	Required	30 characters; alphanumeric	Enter the name as it appears on the Credit Card.
Card Number	Required	20 numeric characters	Enter numeric characters only, no spaces or dashes.
Card Type	Required	Drop-down list	Select a value from the drop-down list.
Expiration Date – Month/Year	Required	Drop-down list	Select a value from the drop-down list.

 

To Update a Credit Card Account

To revise or update information for an existing credit card account, select the desired account by clicking on the Magnifying Glass icon located on the left side of the appropriate Credit Card List line. When you click on this icon, a new window is opened. Update the borrower's credit card information, and click on the Save icon to save your changes.

You can click on the Reset icon to restore the update form to its initial (blank) state. Any fields that you modified will be restored to their initial value, that is the value that was displayed when the update form was first opened.

To exit this process without saving your changes, simply close the pop-up window.

To Delete a Credit Card Account

To delete a borrower credit card account, select the desired account by clicking on the Magnifying Glass icon located on the left side of the appropriate Credit Card List line. When you click on this icon, a new window is opened containing the borrower’s credit card information. Click on the Delete icon, and then the OK button to acknowledge the delete. The selected account record will be deleted, and the pop-up window will be closed. The Credit Card List will be updated to reflect the deletion.

To exit this process without performing the delete action, simply close the window.