Manage Client

CBSC M2E Administration Portal

Insructions: This screen will allow you to manage information related to the Client, their Departments and Users. You can open/close any section to manage the information within that section.

Bank 1

Client Information [Edit /Save]

Client Name	: Bank 1	Date Created	: 06/16/2020
Industry Type	: P	Date Updated	:
Address	: 1234 Windy Lane
	: Suite 302
City	: Baltimore
State	: MD
Zip	: 12345
Contact Name	: John Smith
Contact Phone	: {555) 555-5555
Contact Email	: This email address is being protected from spambots. You need JavaScript enabled to view it.

Department Information [Add New Department]

Mortgage Loans[Edit /Save]

Department Name	: Mortgage Loans
File Display Name	: CBSC Mortgage
PII Data Scrub (Y/N)	: No

Automobile Loans[Edit /Save]

Department Name	: Automobile Loans
File Display Name	: CBSC Automobile
PII Data Scrub (Y/N)	: No

Credit Card[Edit /Save]

Department Name	: Credit Cards
File Display Name	: CBSC Credit Cards
PII Data Scrub (Y/N)	: No

User Information [Add New USer]

Bob Lane[Edit /Save]

First Name	:	Date Created	:
Last Name	:	Last Login	:
Phone	:
Email	:	Dept. Access	: Mortgage Loans
Login	:
Password	: *******

Jane Banker[Edit /Save]

First Name	:	Date Created	:
Last Name	:	Last Login	:
Phone	:
Email	:	Dept. Access	: Automobile Loans
Login	:
Password	: *******