CL1040 - How to locate the status of a Bank Application

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1040 - How to locate the status of a Bank Application

2 years ago

Updated

This article explains how to look up information on a client’s Bank product application from within CrossLink 1040.

Follow the instruction below to successfully locate the status of a bank application:

1. Click Quick on the toolbar.

2. On the Query Return Status window that opens, enter the desired SSN and press the Search button.

3. Click on the Bank Application tab to see the Bank Status for this return.

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