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Banker functions
Point provides a set of screens that assist bankers with managing mortgage banking
functions—those activities that occur after the loan is closed and funded. These screens
also help to simplify tracking and reporting of those mortgage banking functions, providing
a system of record for the banker.
Use the Banker screens to record and track the following loan functions:
• Secondary marketing
• Underwriting
• Loan conditions
• Closing
• Funding
• Warehouse Advance & Repayment
• Recording
• Shipping
• Trail documents
Many of the Banker screens share information. Depending on the role of the user, for
example, underwriter, closer, funder, or processor, information is entered at various times
during the loan process. Each user maintains different information, and if the information
is shared, it is populated in other areas of the loan file.
To prevent unauthorized users from viewing sensitive proprietary and financial data, it is
possible to restrict access to the following three Banker screens:
• Secondary Marketing
• Warehouse Advance and Repayment
• Funding
Access privileges are controlled by setting the security level for these screens in Point
Administrator.
Attention
Banker screens are available only in borrower files.
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