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Templates
Use templates in Point to create boilerplate loan files and loan information that you can
reuse multiple times.
The Templates tab, which is located on the navigation panel, gives you access to all the
template building tools in Point. Build your own templates and customize them to meet
your needs.
You can create the following types of templates:
• Reports & Marketing
• Loan program
• Closing cost scenarios
• Prospect and borrower files
• Importing and exporting data
• Forms, letters, and e-mails
Loan program templates
Use loan programs templates to populate detailed loan information in the following
screens:
• Prospect Information/Borrower Information
• Prequalification
• Amortization
• Loan Comparison
• Debt Consolidation
• Truth-in-Lending
• Good Faith Estimate/MLDS
Populate screens with a loan program template by clicking the Loan Prog or Loan Prg
button and selecting a loan program from the list of templates.
In this topic
• Loan program templates
• Closing cost scenario templates
• Master file templates
• Editing templates
• Deleting templates
• Import and export templates
Related information
Refer to Chapter 15, Reports, for information about Report templates
and Chapter 16, Marketing tools, for information about Marketing
templates.
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