Mortgage & Financial Service Sanctions Form Search Method

You can use the form method to perform a Mortgage & Financial Service Sanctions search.

Procedure
  1. If it is not already selected, then select Form Search.
  2. Enter the last name.
    tip.pngToggle the Include Similar-Sounding Last Names switch ON to include or exclude names that match, sound like, or have a similar spelling.
  3. Enter the first name.
    tip.pngToggle the Include Nicknames of First Name switch ON to include nicknames.
  4. Enter the name of the company.
  5. Enter a case number to narrow the search (for example, 12-N-345).
  6. To associate your search with a customer or a topic, provide a label (for example, the customer's name or a topic name) in the Reference ID field.
    The History function lets you view the searches that are associated with a reference ID.
    note.pngYour organization may require a reference ID in a particular format. Additionally, the contents of this field may be automatically completed or the field may have restrictions that are configured by your administrator.
  7. Click Search.