View Loan Information

In Xperience, after you search and find a client's CIF; the left side of the screen will have options for Demand Deposits, Loans, and/or Misc. Accounts 

Click on the arrow next to loans to view the different loan types for the client.

Payment Effective Dates

View payment effective dates by going to Related Functions and clicking on History or clicking on the history icon in your toolbar.

Account Tab

Shows you the Account Type, last payment date, current payoff, payoff good thru and Office #.

Payment Tab

Will provide last payment date and amount

Bank Internal Tab

Loan Code information can be found on the Bank Internal Tab

Reporting Tab

Risk Rating is found here

All Fields - Search

An All Fields button in Xperience will allow you to search through all tabs of information.  Click All Fields to open the description box.  See examples below: