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