9114 Changing Business Channel

The Business Channel field in Path helps ensure a loan is categorized correctly for pricing, reporting, and workflow routing. Updating this field from the Product & Pricing screen helps users keep loan file data accurate before continuing with pricing or other loan workflow steps.

PREREQUISITES

• Access — Users must have access to the Production tab and the Product & Pricing screen within a loan file to view or change this field.

• Loan file — A loan file must be open from the Loans pipeline before the Business Channel field is accessible.

• Save permissions — The user must be able to save changes to the loan file after updating the field.

LOCATE THE BUSINESS CHANNEL

Follow these steps to find the Business Channel field on an existing loan file.

1. Open any loan file from the Loans pipeline list.

2. Click the Product & Pricing tab in the loan navigation bar.