Tuesday, November 8, 2016

New Address type in Horizon

One of the changes in the Horizon 7.5.4 upgrade is the addition of a 3rd address type: MAILING.  The following are the correct ways to input the 3 different addresses.

ADDRESS – PERM – Borrower's physical address of their permanent residence. REQUIRED for all borrowers.
* Enter address in ALL CAPS, no punctuation, on a single line whenever possible.
* Put the apartment (APT), suite (STE), mobile home space (SPC), etc. at the end.
* If the street name makes the address too long to put apartment/unit number at the end, put the APT / STE on Line 1 and the street address on Line 2.
* Proper entry of mailing address affects our postal rates and is based on USPS standards.

DO NOT enter PO Boxes here. See MAILING.

ADDRESS – MAILING – Use only if borrower has an address for mail delivery of correspondence / notices that differs from their PERMANENT address.
* Click "New" to create an additional address.
* Click “Mailing” radio button

ADDRESS – TEMP – Use only if borrower has a temporary mailing address, e.g. summer resident or college student
* Click “New” to create an additional address
* Click the “Temp” radio button.
* Enter the begin and end date for which that address will be used, using the format DD/MM/YYYY
* Enter the street address, City St, and postal code following rules

*If a customer had both a PO Box and physical (temporary) address, set the Begin and End dates for the Temp address in the past. Otherwise their temp (physical) address will be used to send them mail instead of their perm (PO Box) address. To make this easier set Begin = yesterday's date (i.e. 5/1/2017) and End = today's date (i.e. 5/2/2017).


The complete SJVLS Borrower Registration Data Entry Standards can be found here.

rev. 2/2018