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The General Information section is available in the File tab. This section provides information on the file status and on the financial institution.
Most of the information of this section is in reading mode only and for consultation.
In the General Information section:
| 1. | Click the Appearance link to the right of the Financial Institution field to open the Appearance window where you find the information relative to the Appearance of the lender (Financial Institution, Name, Notice of Address, and Address). |
| 2. | Click the Details link to the right of the Transit field to open the Institution Details window where you find the information relative to the Institution Details (Financial Institution, Name, Transit, Phone, Fax, Communication Mode, E-mail and Address). |
| 3. | Click on Close button. You are back to the General Information section. |
You will find in the following table explanations on every field available in the General Information section.
Field
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Description
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File No.
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TELUS file number automatically created by the system.
You have to use this number when communicating with the TELUS Service Desk in case of problem or when having a question relative to a specific file.
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Program
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Type of file.
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Loan No.
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Financial institution's file number (to use when communicating with the financial institution).
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Date File Received
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Date and time the file was received in Assyst Real Estate.
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Last Lender Update
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Date the lender modified the file for the last time.
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Legal Counsel
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Name of the legal counsel
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Internal File No.
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Number of file for internal use
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Financial Institution
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Name of the financial institution which assigned the file to you.
When you click the Appearance link, a window is displayed providing information on the lender appearance.
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Service Center Transit
or
Branch Transit
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The transit number of the financial institution which assigned the file to you.
When you click the Details link, a window is displayed providing information on the lender.
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Contact Name
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Name of the financial institution contact with his phone number and his e-mail address.
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