Group Membership Tab

Use the Group Membership tab to view the mortgage groups the selected homeowner’s mortgage participates in. The Group Membership tab is located on the Mortgage/Payment Information screen. See the Mortgage Grouping section for more on the process of assigning mortgages to mortgage groups.

Mortgage Groups panes

Field Name

Type

Descriptions

Status

Read-only

Whether the mortgage group is Active or Inactive.

Origination Date

Read-only

The beginning date for the group. If a mortgage group has multiple occurrences for different years, the origination dates serve to differentiate between each occurrence of the group.

Name

Read-only

The name of the mortgage group.

There can be more than one group with the same name as long as they have different Origination Dates.