Purpose

Account Details controls agency identity, contact information, and default settings used across CDM.

Use this page to keep agency information current for reports, letters, loan defaults, escrow analysis, and account-level behavior.

Agency Identity

Account Details includes:

• Account Name.
• Account Picker Name.
• Department Name.
• Phone.
• Federal ID No.

These values can appear in operational context, reports, letters, or account selection.

Mailing Address

Maintain the agency mailing address fields:

• Address.
• Address Line 2.
• City.
• State.
• Zip.

Task Feature Controls

Account Details includes task feature controls: