Update a Borrower Address

To revise or update an existing borrower address, select the desired address by clicking on the magnifying glass icon located on the left side of the appropriate Address List line. When this icon is clicked, a new window is opened (see example below) that contains the following:

Data Entry

The user updates the borrower's address and telephone information by entering or revising data in the appropriate fields. The following fields (marked with an asterisk on the data entry screen) are required entry:

If the user enters "USA" for the value of the Country field, the following fields are required entry as well:

Click on this link: Data Entry and Edit Guidelines to review information pertaining to what values may be entered into the various fields on the Borrower Address & Phone Information update form.

Reset Icon

Click on the Reset icon to restore the update form to its initial state. Any fields which were modified or updated by the user will be restored to their initial value, that is the value that was displayed when the update form was first opened.

Save Icon

To save the revised address information, click on the Save icon. Clicking the Save icon will trigger an edit process that validates the user-entered data. If there are any errors, they will be displayed in a pop-up dialog box.

Click on the OK button to acknowledge the errors and return to the entry form. Modify the field(s) in error and again click the Save button.

If there are not any edit errors, the updated address information will be written to the database, and the pop-up update window will be closed. The Address List will be updated to reflect the revised address information. If the updated address is the current mailing address, the Borrower Summary display will also be updated as needed to reflect the revised address information.

Cancel Update Operation

To exit this process without saving the address revisions, simply click on the Address List browser window at any time to close the pop-up address update window.