General Information
Credit Reports
Features
Documentation
Odds & Ends
100
The year FSA began using the Farm Business Plan system on the web for farm planning, loan origination/servicing and manage the portfolio
What is 2004
100
Got an error message when pulling a credit report need to check here for what to do
What is 1-FLP Exhibit 15 FBP Users Guide 11 F
100
Navigate through the FBP using menus or this
What is the Dashboard icon - quick and easy
100
All comments, notes and email correspondence will be saved here by year with the most recent entry at the top
What is Running Record - no entries will be deleted, must be locked at the end of each year and FOIA exempt items are kept separate
100
When running records (Notes) are locked to prevent further modification
What is end of the calendar year
200
To gain access to the Farm Business Plan system users must
Complete a FSA 13-A form following the guidance provided in 1-FLP Exhibit 15 FBP Users Guide
200
No list of similar was found when pulling an entity credit report - exit the screen and document here that no entity credit report was available
What is the credit presentation
200
How to move from field to field within the system
What is the Tab Key
200
When copying from a Microsoft Word document to paste into the FBP you must do this after pasting it into the FBP
What is Click on the Word icon on the right of the Word Pad to strip the formatting to print correctly (bolding, tables, bullet points will be removed)
200
The correct balance sheet model to choose when adding a new customer
What is Market Value Balance Sheet model
300
Always use the "Log Out" link in the top right corner
What is the required method to exit the Farm Business Plan
300
Want to save notes or messages regarding a credit report use this
What is the Notepad attached to each credit report
300
Indicates a record is being used by another user
What is the red check mark next to the customer name on the locator screen
300
Narrative comments added in Word Pad block at bottom of balance sheets, income/expense and other documents
What is Footnotes
300
When adding a new customer and warning pops up "Customer with Same Tax ID" with A or R next to number
What is contact the STO FLP staff/FBP Coordinator for guidance
400
Most system defaults are established at the national or state level and are not to be changed/edited - there are 2 that can be changed at the service center level
What is Service Center Creditors and NAICS codes
400
To order a joint credit report you must select the joint report radial button and the related entity must be marked as
What is Spouse and Co-Applicant
400
You want to give the customer a copy of the amortization table at the loan closing so that they can track the loan balance as payments are made - you can generate this how
What is click Calculator at top of screen, complete standard loan calculator and then use right click to print
400
Used to explain numbers and looks like small piece of paper next to a field
What is Comment Note Pad - will look like writing on paper if there is a comment that has been added
400
Related entities that have been manually added into the FBP will not have this
What is "Active" Record status - all related entities must also be in Business Partner and have an "Active" Record status
500
Before adding a new customer to the FBP users must be sure that the applicant/borrower and all related entities are added here
What is Business Partner - Active Status records and have not been duplicated
500
The credit report shows and ECOA account designator code on a debt as "S" or "M" which means
What is Shared or Maker (co-signor) - need to list on the balance sheet
500
Have a husband/wife joint operation and FBP account is in name and social security number of husband - he dies you now need to use this feature
What is "Change SCIMS Customer Link" at bottom of Gen Info screen and point FBP to Mrs. name and social security number
500
It is important to be sure the correct boxes are checked here to get all comments and footnotes to print
What is Reports Set Up
500
To view the alphabetical list of all of your FBP customers, the loan official must be listed here
What is each customer's Lender Staff
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