Tip #22 - How to Update Lien Information

Quite often, during the regular data entry process as you update a file, you will get lien information or notifications of liens, such as in a “lien letter.” Furthermore, such lien notices or lien letters will have an “unconfirmed” lien amount. Subsequently, you will get updated information and may need to update those liens, e.g., when the lien amount is confirmed.

After you have entered and saved the Lienor’s information, you will notice that there is a plus (‘+’) sign to the left of the Lienor’s name on the Lien Page.

As mentioned above, you may need to update or enter information such the confirmed lien amount. Although there is an ‘edit’ function on the grid displaying the list of liens (as shown in the screen shot above), this function will only allow you to edit specific information such as the Lienor’s name, but will not allow you to enter data such as the ‘Confirmed Gross Amount.’ The ‘Confirmed Gross Amount’ is the sum of the “Confirmed Amount” values for ALL of the liens for that lienor, and that’s why it’s not editable after creating the lienor – once the lien records exist, it may not be obvious that the additions to the Gross Amount are due to a distinct lien or an adjustment to the existing one(s).

To enter ‘Confirmed Gross Amount,’ etc., you must first click the plus (‘+’) sign to the left of the Lienor’s name which will display the individual liens for that specific Lienor.

From this page (grid) click the ‘action’ icon and select the edit function to edit the lien you want to work with. Also, please note that additional liens for the same Lienor are added from this grid.

The updated information is now displayed on the lien page as appropriate.