Ordering HELOC Checks

Capital City Bank (CCB) offers check on a Home Equity Line of Credit (HELOC) accounts. There is no cost to order HELOC checks. 

Note: HELOC checks are ordered in a quantity of 25.

To order HELOC checks for a client, do the following:

  1. Xperience > Products > Synapsys CRM > Desktop. The Home/Suite Manager screen displays.
  2. In the Client Search field, enter the client name. Note: Change the search type from the drop-down menu to the appropriate field. 
  3. Click Search. The client's 10 Second View screen displays.
  4. Click New Event/Activity > Create New Event for client name > Service Session.
  5. Click Search. The Add New Service Event window appears.
  6. Choose Loan Maintenance > All Other Requests.
  7. Click OK.
  8. In the Summary field enter Order HELOC Checks.
  9. In the Account Number field, use the drop-down menu to choose the HELOC Account.
  10. In the Service Event generated by: field, enter your name. 
  11. Enter Addition Comments as needed.
  12. Click Save > Save and Submit Session

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