Create a Location

You must create a location for the company in CL Loan, to indicate the location address for it.

Prerequisites

The following is a prerequisite to creating a company type:

• The user is a system administrator, or has permissions to edit the Location object.

Steps

Perform the following steps to create a location:

1. Log in to your Salesforce account.

2. Click Servicing Configuration.

3. Go to User and Data.

4. Go to Company Management.

5. Click New Location.

   The New Location page is displayed.

6. Specify the Location Name.

7. Specify the Address Line 1.

8. Specify the State,  Zip Code, City and Zip Extension.

9. Specify the Fax number.

10. Specify the Phone number.

11. Click Save.

    The page is refreshed to show the location details.

You can define a new company for this location from this page. Alternatively, you can do it from the Servicing Configuration tab.

You must create a location for the company in CL Loan, to indicate the location address for it.

Prerequisites

The following is a prerequisite to creating a company type:

• The user is a system administrator, or has permissions to edit the Location object.

Steps

Perform the following steps to create a location:

1. Log in to your Salesforce account.

2. Click Servicing Configuration.

3. Go to User and Data.

4. Go to Company Management.

5. Click New Location.

   The New Location page is displayed.

6. Specify the Location Name.

7. Specify the Address Line 1.

8. Specify the State,  Zip Code, City and Zip Extension.

9. Specify the Fax number.

10. Specify the Phone number.

11. Click Save.

    The page is refreshed to show the location details.

You can define a new company for this location from this page. Alternatively, you can do it from the Servicing Configuration tab.