Is there a way to limit the number of Lenders that show up in the ILLiad Workform to be less than 15?
Symptom
- You want to limit the number of Lenders that show up in the ILLiad Workform so that it is less than 15 or you can stop it from automatically putting in lenders
Applies to
- ILLiad
Resolution
To Limit the number of Lenders showing up in the ILLiad Workform, you can do the following:
- In the Holdings Drop-down, you need to Deselect the "Generate Holdings-Specific Lending String" option. This process will no longer select any lenders automatically and you will have to select the lenders you want in your lender string.
- You can also remove the lenders that you see in the Workform by clicking on the Delete button for each lender you do not want in the lender string.
- If you want the box for "Generate Holdings Specific Lending String" to show up with a checkmark, you will have to check it again.
More information on this is in the Searching & Sending Requests: Viewing Holdings Information documentation.