Work with Correspondent Master Commitments
This feature is not available in Encompass Broker Edition.
Work with Correspondent Master Commitments
Viewing Corespondent Master Commitments
You can control the information that displays on the Correspondent Masters tab by sorting, filtering, and reconfiguring the columns. You can then save the configuration as a custom view, which can be applied to the data at any time from the Correspondent Master Commitments View dropdown list. You can also apply an additional filter to the master commitments shown in the selected view by selecting Current Commitments or Archived Commitments from the View dropdown list.
If you select a Correspondent Master Commitments View that excludes commitments with a status of Archived or excludes all master commitments that do not have a status of Archived, applying the View filter may filter out all master commitments, causing a blank list to display.
Access a Correspondent Master Commitment
Click the Trades tab, click the Correspondent Masters tab, and then double-click a master commitment.
Edit a Correspondent Master Commitment
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Click the Trades tab and then click the Correspondent Masters tab.
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Double-click a master commitment.
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Edit the Details and Notes/History tabs as needed.
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Click the Save icon.
Delete a Correspondent Master Commitment
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Click the Trades tab, and then click the Correspondent Masters tab.
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Select a master commitment
and click the Delete icon .
If there are loans or correspondent trades associated with the master commitment, an error message is displayed.
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Click Yes
in response to the confirmation message.
Advanced Search
Use the Advanced Search to create your own search criteria.
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To save an advanced search, click Advanced Search on the Correspondent Masters tab, create your search, and then click the Save View icon (next to the Correspondent Master Commitments View field at the top of the tab).
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To clear an advanced search, click Clear.
Archive a Correspondent Master Commitment
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Click the Trades tab, and then click the Correspondent Masters tab.
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Select a master commitment, and then click Archive.
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Click Yes in response to the confirmation message.
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To view archived master commitments, select the Archived Commitments option above the Master Commitments list.
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To return an archived master commitment to the Current Commitments list, select a master commitment on the Archived Commitments list, click Move to Current, and then click Yes in response to the confirmation message.
Export Correspondent Master Commitment entries to Excel
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Click the Trades tab, and then click the Correspondent Masters tab.
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Select one or more master commitments.
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Click the Excel icon .
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Or, on the menu bar, click Correspondent Masters, and then click Export Correspondent Master Commitment to Excel.
Print entries
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Click the Trades tab, and then click the Correspondent Masters tab.
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Select one or more master commitments, and then click the Print icon .
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Or, on the menu bar, click Correspondent Masters, and then click Print Correspondent Master Commitment.
View Correspondent Master Commitment history
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Click the Trades tab, and then click the Correspondent Masters tab.
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Double-click a master commitment, and then click the Notes/History tab
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The History section displays entries for each master commitment event.
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To export the history to a .csv file, click the Excel icon .
Customize Your Correspondent Master Commitments View
When viewing master commitment, you can customize the information that is displayed and how it is displayed. You can then save the configuration as the default view that displays whenever you open a master commitment.
When you export master commitment entries to Microsoft Excel, use the customizable view to configure the information that will be exported and the order of the columns that will display in the Excel spreadsheet.
Add or remove columns
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Right-click a column header, and then click Customize Columns.
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To remove a column, clear the corresponding checkbox.
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To add a column, select the corresponding checkbox.
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Click OK.
Change the column order
Click and then drag a column to the desired location.
-OR-
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Right-click a column header, and then click Customize Columns.
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On the Customize Columns window, select a column name in the list.
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Click the up arrow or down arrow in the upper-right corner to move the column up or down in the list.
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Click OK.
Sorting the data
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Click a column header to display data in ascending order based on the information in the column.
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Alternately click the header to sort the data in descending or ascending order.
Example: Click the TPO ID column to display master commitments by TPO ID. Click the header again to reverse the order of the TPO IDs.
Save the View
After you have set up the data to your specifications, click the Save icon.
See Also:
Create a Correspondent Master Commitment
Trade Management