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Knowledge Base Article

Mortgage Payment by Scheduled or Recurring Online Banking Transfer

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

Schedule Transfer via Online Banking—

  • From within Online Banking, Select the Transfer tab
  • In the Transfer From drop down menu, choose the account to transfer the funds from and then choose your Mortgage loan in the Transfer To drop down menu.
  • Select date for transfer, if different from date displayed
  • If recurring is desired, check the Repeat option (Result: Date for Transfer screen appears)
    • Within the next window, enter the transfer frequency, and date to begin transferring funds and number of transfers then select Save or Continue
  • Enter the Transfer Amount
  • Select the type of payment to be applied
  • Enter a memo (optional)
    • In this field, the use of special characters are limited to $ % ( ) . + =
  • Select Make Transfer (Schedule Transfer if setting up a recurring transfers request)

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