495
A
ABA number, warehouse advance & repayment
262
account ID, locating 1
account number, warehouse advance &
repayment
262
account verification 197
acknowledgement and agreement clause in loan
application
43, 116
activating keys 24
add range dialog box 47
addendum to the URLA, completing for FHA
loans
186
addendum, Fannie Mae 341
adding documents to repository 202
adding non-Point documents to the document
repository
207
adding Point forms to the document repository
204
additional filters 399
in marketing documents 398, 399
in reports 369
additional settlement charges, GFE 125
address fields, automatically populating 65
address labels
creating
398
generating 398
data folders, specifying 398
file types, specifying 398
filtering data 398
report 366
Adjustable Rate Mortgage. See ARM
adjusting loan-to-value ratios
166
adjusting print margins 86
adjustment types dropdown list
default values
44
editing 44
populating default options 224, 240
administrative installation 10
advance loan fees, GFE 122
advance type, warehouse 263
advanced search
Cardex database
448
prospect and borrower files 76
searching in multiple data folders 76
tasks 428
Affidavit of Occupancy 150
Affiliated Business Disclosure 150
agency case number, in loan application 97
agents
escrow and title requests
327
tracking 232
aggregate escrow account, GFE 119
amortization
loan program template
353
negative 412
specifying payment adjustments 135
amortization schedules
adjustable rate mortgage
412
creating 411
customizing payment schedules manually 414
customizing payments automatically 413
fixed rate loan 411
printing
specifying cumulative total
414
specifying number of months 414
amortization type, specifying 97
analysis of loan data, viewing 314
Anti-Coercion Statement 150
application directory (WINPOINT), change
location
9
Application for Property Improvement,
completing for FHA loans
187
Application Log (NY) 137
Appraiser Vendor report 366
archiving loan files 82
ARM
loan amortization
412
loan with negative amortization 412
ARM Disclosure (Initial)
completing
128
described 128
ARM Loans for Refinance report 366
ASCII, creating delimited text files 435
assets
automobiles
108
bonds 108
business net worth 108
entering in loan application 106
life insurance 108
market value 108
other 108
retirement funds 108
specifying jointly 106
stocks 108
verifying 197
assigning tasks 424
associating real estate and liabilities 113
authentication certificate
obtaining
303
with credit reports 314
with flood reports 317
auto display options, specifying search settings
58
Index
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