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Entering New Client Information
Click on (at the top left of the Navigator page). This will take you to the Client
Info page, where you will enter data about your clients.
• First, enter the 5-digit zip code in which this client’s home is located. Then click on the
button. This will cause the home’s state and county to be entered into those
boxes.
Some zip codes cover more than one county. If the zip code you enter is one of these, you
will be shown a list of counties in that zip code. Select the county where the home is
located.
Note that the zip code is needed despite the national lending limit, because Ibis uses the
zip code to provide localized estimates of third-party closing costs.
• Required Entries: The boxes marked with a red asterisk (*) must be completed, or you
will not be able to save the data you have entered. To be sure that estimates are
calculated correctly, be sure to enter info for the co-owner, if there is one.
• If a legal representative (guardian, conservator, or power of attorney) is being counseled
instead of the owner, you may enter this information as well.
• In the Current Debt box, enter the total amount of any current debt against the home,
for example, mortgages or outstanding balances on home equity lines of credit. Do not
include any other debt such as credit cards or car loans.
• When all required boxes are complete, click on at the bottom of the page.
This will save all of the client data you have entered to the secure online database
associated with your User ID. If you have entered all the required data, clicking on Save
Client will also take you to the Loan Estimates page. If you are missing any required
info, an error message will remind you what you need to enter.
DON’T’ FORGET TO SAVE YOUR CLIENT!
Data Entry Tips:
• Use the Tab key to move from one field to another.
• You cannot enter the client’s state and county info manually. You must
enter the zip code and use the Find It button.
• When entering the Month of the client’s Date of Birth, use the month’s
number. For example, for March enter 3.
• “Word wrap” means that you can type in more than appears to fit in the
box; so just keep typing.
• Required fields are marked with a red asterisk.