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Web Portal - Bank Selection
10 months ago
Updated
Central Site will automatically send EFIN records for ERO's approved by a single bank. ERO's with multiple bank applications will need to make a bank selection in the portal.
🖐 Note: If you only applied to a single bank it is not necessary to select a bank as it will default to the only bank submitted unless there were changes made that require the bank application to be resubmitted.
Follow the instructions below to successfully select a bank in the portal:
1. Log in to the CrossLink Web Portal.
2. Click Office Management > Bank Selection.
3. Locate the EFIN number and click View.
4. Click Select next to the desired bank to be used.
🖐 Note: This selection will be permanent for the rest of the season.
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