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Loan tracking
Use the tracking screens to monitor the status of your loans by tracking the required
documents, including:
• Verification requests
• Payments received
• Dates relating to any tasks
Point creates a tracking file whenever a prospect or borrower file is created. The
information entered into the forms populates the tracking screens.
Print all of the reports, except the verification reports, from the Tracking tab in the
Borrower Forms dialog box. To print verification reports, select the Verifs tab in the
Borrower Forms dialog box.
Access the tracking features from the Track menu.
Requirement
You must enter date information in all tracking fields to determine the
status of ordered documents.
In this topic
• Loan status tracking
• Tracking conditions
• Locking rates and registering loans
• Tracking verifications
• Tracking title conditions
• Tracking HMDA reporting information
• Tracking contacts and agencies
• Tracking loan team members
• Tracking trust account information
• Tracking loan profit and loss
Related information
For more information about printing, see Print and e-mail options, on
page84.
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