Mortgage Payment by Scheduled or Recurring Online Banking Transfer

How do I schedule a payment for my mortgage using Online Banking?

To schedule a transfer within Online Banking, follow the steps below:

  1. From within Online Banking, Select the Transfers tab, then select Make a Transfer from the list.
  2. In the From drop down menu, choose the account to transfer the funds from and then choose your Mortgage loan within the To drop down menu.
  3. Select date for transfer, if different from date displayed
  4. If recurring is desired, check the Repeat transfer option
    • Within the next window, enter the transfer frequency, and date to begin transferring funds and number of transfers then select Save
  5. Enter the Amount (The amount of transfer must be currently available in the account you are transferring from, even if payment is being scheduled for a future date.)
  6. Select the type of payment to be applied
    • Make a regular payment
    • Apply extra to principal (make a regular payment plus principal – advances the due date)
    • Pay to principal (principal only payment – does not advance the due date)
  7. Enter a memo (optional)
    • In this field, the use of special characters are limited to $ % ( ) . + =
  8. Select Make Transfer (Schedule Transfer if setting up a recurring transfer request)

A Transfer Funds Confirmation screen will appear and it may be printed for your records.