Total Legal Accounting 3
SECTION 2.1.1 - ADD A NEW MORTGAGE
USAGE: To add a new Mortgage to the Mortgage master-file.
DISCUSSION: When you start this function, the computer will initially ask for a Client/Trust code. Insert a code and press <Enter>. The Client/Trust code structure is defined in SECTION 1. The Trust file must already exist and must not be complete.
To return to the MORTGAGE MAINTENANCE MENU, press <ESC>.
Once T.L.A. has accepted the Trust account you will be presented with the first page of fields you can enter information into. These fields are fully described in SECTION 2.
The screen appear as follows:
Where required, enter a value into each field that is surrounded by brackets. To move to the next field, press <Enter>. Complete your entry by pressing <F10>. If T.L.A. has found no inconsistencies in your entries, you will be asked to confirm and the information will then be saved to disk.
Several function keys are available while you enter the information on this page:
<F9> This initiates a search through the Client/Trust master-file for an entry suitable for a Mortgagee.
<F10> This will move you to the second page of entry. Pressing <F10> can save you having to press <Enter> all the way to the end of the screen.
<ESC> This will abort the entry of the Mortgage. If you press <ESC>, the Mortgage will not be saved to the Mortgage master-file.
When you move to the second page, the screen appears as follows:
Several function keys are available while you enter the Mortgage information:
<F1> or <PgUp> This will return you to page one.
<F4> This allows you to enter a note detailing any non-structured information. This is free format information that can include any details not specifically allocated for elsewhere.
<F6> This allows you to enter any collateral information. It is a free format field. It can be used as an extention of the security information field.
<F10> This will end the input phase and cause T.L.A. to test the screen ready for update. Pressing <F10> can save you having to press <Enter> all the way to the end of the screen.
<ESC> This will abort the entry of the Mortgage record. If you press <ESC>, the Mortgage record will not be saved to the Mortgage master-file.