Point User Guide 227
Tracking verifications
Tracking verifications
Use Verifications tracking to manage the receipt of any verification documents that you
send for a loan file.
To access the
Verifications tracking screens:
1 Open a borrower file.
2 Select a verification worksheet from Track > Verifications:
• VOB: Verification of Benefits
• VOD: Verification of Deposit
• VOE: Verification of Employment
• VOL: Verification of Loan
• VOM/R: Verification of Mortgage/Rent
The verification tracking screens are automatically populated when the verification
screens are populated. You can enter information into the verifications screens
manually or populate it by clicking the From Loan App... button. After the information
is inserted into the verification screen, it is automatically populated in the
corresponding
Verification Tracking screen.
Point automatically inserts the date the verification was printed in the
Ordered field,
and the date it was printed again in the
Re‐ordered field.
When a verification status is updated in the
Verification screen, the item is also
updated in the loan checklist.
The verification screens contain the following information:
• Verifications that were ordered
• Dates that they were ordered or re-ordered
• Dates that they were received
3 Enter the date in the
Received field when you receive and verify the verifications.
Attention
Verifications tracking is not available in prospect files.
Note
Verification screens are accessible from the Verifs menu.
Related information
See Chapter 8, Verifications, for more information about Verifications.
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