The Lookup Business Information dialog allows you to search for business applications based on a business name and/or tax identification number. After finding the application you want, you can copy the business data to another application, saving you time.
You can access the
Lookup Business Information dialog by selecting the Lookup
Business Information option from the Action menu (
) on any business subsection on the Business Tab.
Follow these steps to search for business information:
In the Search Criteria section, enter the business information you have in the Business Name and/or Tax ID fields.
Note: You must complete at least one of the fields to perform the search.
Click Search.
The information found for the search criteria displays in the Search Results section, along with a statement telling you how many applications were found.
You have several options for sorting the results:
In the Show __ Rows per Page field, enter the number of applications you want displayed per screen.
Click one of the column headings (Name, Tax ID, Date of Upload/App) to sort in ascending (
) or descending ( 
) order
within that category. After you click one of the column headings to sort by that particular information, you then have the option to select which page you want to view in the Page __ of __ field. (The number of pages will vary depending on the number of rows per page you've chosen to display.) You can either select which page you want from the dropdown list, or you can click
to Show First Page, Show Previous Page, Show Next Page, or
Show Last Page, respectively.
When you find the application that fits, right-click anywhere on the application's listing and select Copy Data. All information from the existing application will be copied into the current business entry on your new application.
Baker Hill Bank2Business displays co-applicant name matches from the CIF along with matches from within Baker Hill Origination. The Source column in the list of results displays the solution from which the name came.
Note: The Date of Update is not imported from the CIF. Therefore, this column will be empty for items imported from Baker Hill Advisor.