The following procedures will outline the steps for adding and managing any Account Type
codes to be utilized within the system for Fair Lending analysis.
Step 1 Log into CenTrax NEXT
The active Institution and File will display in the upper right-hand section to the left of the
name of the user logged in.
Step 2 Click Settings
Step 3 Hover over Product
Step 4 Click on Account Types
Step 5 To add a new Account Type code, click the green Add New button on the upper right-hand
corner
5.1 Type in the Code
5.2 Type in the Name or description of the Account Type
5.3 Click the drop-down arrow for Rate Type to make a selection (optional)
- Fixed
- Adjustable
5.4 Click the drop-down arrow for Loan or Deposit Option to identify the type as a loan or
deposit
5.5 Click the drop-down arrow for Product to assign it a product
Note: The Products displaying in the drop down are the codes which have been added in the Products/Product Codes section. Please visit our procedures for Product Codes for steps to add new
Product codes.
5.6 Click the drop-down arrow for Client Data Source to make a selection (optional)
Note: The Client Data Source displaying in the drop down are the codes which have been added in the Lookup Manager/Data System ID Codes section. Please visit our procedures for a step through guide to
add Data System ID codes.
5.7 Click the drop-down arrow for CRA Loan Type to make a selection (optional)
- Small Business
- Small Farm
- Other Secured Lines
- Home Equity
- Motor Vehicle
- Credit Card
- Other Secured Consumer Loan
- Other Unsecured Consumer Loan
- Other Loan Data
5.8 Click the drop-down arrow for HMDA Loan Type to make a selection (optional)
- Conventional
- FHA
- VA
- FSA/RHS
5.9 Click Save
Step 6 To Edit an Account Type Code, click on the desired Account Type
6.1 Select Edit
6.2 Make the desired changes
6.3 If the changes are not desired, click the X in the upper right-hand corner to Cancel the changes
6.4 Click Save
Step 7 To Delete an Account Type Code, click on the desired Account Type code
7.1 Select Delete
7.2 Click Yes to the confirmation message
Article Reference CNX212