1 Contact Type Required. Drop down field options are: CONDO, HOA 2 Association Name Required 3 Term Required. Drop down field options are: Annual, Semi-Annual, Quarterly, Monthly, Special 4 Assessment Amount Required 5 Address 1 Optional 6 Address 2 Optional 7 City Optional 8 State Optional 9 ZIP Optional 10 Phone Number Optional Figure 18: New Assessment Information Fields The location to input and view the Assessment Information is found on the Loan > Contacts screen under a new section of the information entered on the Assessment named “Assessment Information”. All Information screen can be viewed in the same location it was entered as well as on a new report named “Property Assessments”. Figure 19: View Assessment Information Figure 20: Assessment Information Entry screen After Assessment Information is entered on a loan the is displayed on the Loan > “Assessment Type” Property Information screen. The value in the field will be populated based on the Contact Type entered in the Assessment Information section. For Contact Type the field For Contact “HOA” displays “HOA”. Type the field displays For at least one of each Contact Type and on “Condo” “Condo”. “HOA” “Condo” the same loan, the field displays CONDO/HOA. For loans with no Assessment Information entered the field is blank. Figure 21: Property Info Assessment Type – New Report for HOA / Condo Property Assessments A new report named has been added to the HERMIT Reports page which “Property Assessments” displays the information from these new fields. Figure 21: Property Assessments Report
1 Contact Type Required. Drop down field options are: CONDO, HOA 2 Association Name Required 3 Term Required. Drop down field options are: Annual, Semi-Annual, Quarterly, Monthly, Special 4 Assessment Amount Required 5 Address 1 Optional 6 Address 2 Optional 7 City Optional 8 State Optional 9 ZIP Optional 10 Phone Number Optional Figure 18: New Assessment Information Fields The location to input and view the Assessment Information is found on the Loan > Contacts screen under a new section named “Assessment Information”. All of the information entered on the Assessment Information screen can be viewed in the same location it was entered as well as on a new report named “Property Assessments”. Figure 19: View Assessment Information Figure 20: Assessment Information Entry screen After Assessment Information is entered on a loan the “Assessment Type” is displayed on the Loan > Property Information screen. The value in the field will be populated based on the Contact Type entered in the Assessment Information section. For Contact Type “HOA” the field displays “HOA”. For Contact Type “Condo” the field displays “Condo”. For at least one of each Contact Type “HOA” and “Condo” on the same loan, the field displays CONDO/HOA. For loans with no Assessment Information entered the field is blank. Figure 21: Property Info – Assessment Type New Report for HOA / Condo Property Assessments A new report named “Property Assessments” has been added to the HERMIT Reports page which displays the information from these new fields. Figure 21: Property Assessments Report
HCHANGES.DOCX