Point User Guide 357
Master file templates
Master file templates
Create master file templates to create a complete loan file that contains information that is
identical for different types of loans. You might want to create a master file for each type of
loan program you offer and use those templates when creating new borrower or prospect
files.
Enter data into templates as you would with any loan file. However, include only
information that is constant for the template loan type.
Most of the information in the
Prospect Information screen is so general that it varies
from file to file. Because of this, Calyx recommends leaving most of the information blank
in the prospect master file template.
Creating master file templates
To create a master file template:
1 Select the Templates tab from the navigation panel.
2 In the
Select a Template Category section, select Prospect Master or Borrower
Master
, and click the New button.
The
Information screen is displayed.
3 Complete all the relevant fields in this and in the other applicable screens.
Use the Loan Program and CC Scenario buttons to include a loan program and
closing cost template in the master template.
4 When you are finished entering data, save the master file by selecting File > Save.
Related information
For information about how to complete the fields in this template, refer
to Good Faith Estimate, on page119.
Related information
For more information about master file templates, see Knowledge Base
article #0475 Defaulting information into Point files using a Master
template.
Tip
To navigate Point screens from a master file, select the form you want to
access or add to the master file template from the Forms menu.
Related information
Refer to the applicable loan for topic for details about completing a
specific form.
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