How to search for an existing customer

From the HECM Tool dashbaord

  1. Click Customers.

There are a few ways to search for an existing customer.

  1. Search bar: type name, phone or state to find customer.
  2. Scroll through name on each page of Customers: use Go to page or click Previous or Next.
  3. Sort Alphabetically: use Customer ^ and v arrows

The phone number is the unique identifier for the customer. Every phone number has to be different in the HECM Tool.