Mortgage holder change

ccpjr
ccpjr Quicken Windows Subscription Member ✭✭
edited August 30 in Registers & Transactions (Windows)

Running windows 11 and Quicken R63.21. How do you handle when a mortgage lender sells your loan to another lender?

Do you just change the name on the account with the new account number or is there a way to chow the change with the new information?

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are you downloading (which isn't recommended) into this mortgage account?

    If not, just change the name and account number as you referenced.

    And, I'm not sure what you mean by "(s)how the change with the new information".

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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