D6 Maintain Firm Quick Codes
D6 Maintain Firm Quick Codes
System Managers can customise any mortgagee quick code to suit their firm using the Maintain Firm Mortgagee Quick Codes screen. They can also add a new quick code for a mortgagee that does not display in the LINZ Quick Codes list.
- Click
to display the External System Administration screen. - Select Firm | Maintain Mortgagee Quick Codes... to display the Maintain Firm Mortgagee Quick Codes screen.
- To copy an existing LINZ quick code and customise it for your firm:
- Select the mortgagee quick code in the LINZ Quick Codes area.
- Click to copy the selected mortgagee quick code to the Firm Quick Codes area.
- Select the quick code in the Firm Quick Codes area and amend the Code (if required) to customise it for your firm. If you choose not to change any details of a copied mortgagee quick code a warning message displays, but you can continue.
- To create a new mortgagee quick code (if it doesn’t display in the LINZ Quick Codes area):
- Click to add a blank row to the Firm Quick Codes area.
- Enter the quick code in the Code field and the mortgagee’s name in the Name field. The quick code must be unique.
Note: Check your spelling is correct before saving, especially if it is linked to a restricted Memorandum Number.
- To delete a mortgagee quick code from the Firm Quick Codes area, select it and click
- Click
to save and close.
The Firm Quick Codes list can contain duplicates of the LINZ Quick Codes. The list you create is unique to your firm.
Once you create and save mortgage quick codes for your firm, the next time a user in your firm opens the Prepare Mortgage screen, these codes will display at the top of the list in the Quick Code field.
After you create a list of Firm Quick Codes you can print the list, save it to a file on your computer and copy it to the clipboard to paste elsewhere outside Landonline.