Point User Guide 249
Recording and tracking loan conditions
f Enter a description of the exception to program guidelines in the Exception
Description
field.
Recording and tracking loan conditions
Underwriters use the Conditions screen to track loan conditions that are required before
they can approve the loan.
The following buttons, located at the bottom of the workspace, provide additional
functionality:
Appraisal
The Appraisal button opens the
Appraisal Information dialog box which is
used to record information about the property appraisal.
Insurance
The Insurance button opens the
Insurance dialog box which contains
information about the mortgage, hazard, and flood insurance for the property.
Escrow & Title
The Escrow & Title button opens the
Escrow & Title Information dialog box
which contains the escrow, title, and wire information.
To use the
Conditions screen:
1 Open a borrower file.
Related information
• Refer to E-mailing forms, on page91, for more information about
setting PDF passwords and e-mailing forms.
• Refer to Chapter 14, Templates, for information about creating loan
templates.
• Refer to Chapter 19, Contact management (Cardex), for information
about using the Cardex database
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