Define Mortgages Within Group Screen

Mortgage Grouping is a tool to help affiliates track the status of mortgages that are a named subset of their mortgages. Open the Finances in the Keystone ribbon and click Mortgages to open the Define Mortgages Within Group screen.

You can select the Keystone homeowners with active mortgages in the top part of this screen; and in the bottom part of the screen select the mortgage groups in which these mortgages participate. A mortgage may participate in none, one, or several of the mortgage groups. Once you have set up all the mortgages that participate in a mortgage group, you can create reports for this set of mortgages whenever you need them. The Group Membership tab on the Mortgage/Payments Information screen indicates which groups a homeowner’s mortgage participates in.

Homeowner(s) pane

Select the homeowner whom you wish to assign to a group.

Field Name	Type	Description
Name(s)	Drop-down	The homeowner's name.
Address	Read-only	The address of the homeowner selected in the Name(s) field.

Participation List pane

Define group membership in this pane by assigning group name(s) to the selected homeowner.

Field Name	Type	Description
Group Name	Drop-down	The group to which the homeowner's mortgage is assigned. The available groups come from the groups defined on the Define Mortgage Groups screen.
Origination Date	Read-only	The Origination Date for the corresponding mortgage group as defined on the Define Mortgage Groups screen.