Point User Guide 219
Tracking conditions
c Enter a due date for the item. When a due date is entered and the Required check
box is selected, the item is automatically added to the loan checklist.
d Enter an ordered date, a re-ordered date (if applicable), and a received date.
Select the check box next to a date field to automatically populate the
corresponding field with the current date. You can also select and deselect these
check boxes in the
Miscellaneous Items list; however, you can only edit the date
field in the
Miscellaneous Items dialog box.
e Enter the item in the
Item field.
f To calculate the due date for an item based on when a certain event occurs during
the loan process, select the
Calculate Due Date Based On check box and select
an option from the dropdown list. In the
+/‐days field, specify the number of days
before or after the event that the due date is to occur.
5 Select a check box in the
Required column to add an item to the loan checklist.
Uncheck a check box to remove an item from the loan checklist.
6 Use the Insert button to add a single row or item to the list.
7 Use the Delete button to remove one or more selected rows and items from the list.
8 To add items to the loan checklist, select one or more items and click the Add to
Checklist button.
Selected items that are already on the loan checklist are ignored.
In addition to adding the item to the checklist, when the Add to Checklist button is
clicked, the
Req’d check box is automatically selected.
9 To remove items from the loan checklist, select one or more items and click the
Remove from Checklist button.
Selected items that are not already on the loan checklist are ignored.
Tracking conditions
The Conditions screen is a blank worksheet that is used to itemize the various conditions
of the loan. It is primarily used for loan processing and underwriting conditions.
To access the
Conditions screen:
1 Open a borrower file.
2 Select Track > Conditions.
Note
The Miscellaneous Items list can contain a maximum of 38 items.
Attention
Conditions tracking is not available in prospect files.
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