Point User Guide 499
to Fannie Mae 338
to Freddie Mac 344
to the transaction management (TMS) server
48
consolidating debt 415
construction loans
construction-to-permanent
292
regular 290
specifying in loan application 99
with required reserve 292
Consumer Choice Disclosure, completing for FHA
loans
187
contact information
moving to the conversation log
408, 409
tracking 408
transmittal summary 167
Contact Information dialog box 408
Contact Information report 366, 371
contacts, tracking 232
contract information, transmittal summary 167
conversation log
access permissions
411
accessing 409
adding entries 409
and secured access 476
moving contact information to 409
moving items from contact information 408
converting income pay rate to monthly 104
copying Cardex database entries 447
copying files
borrower files
70
by using save as 72
copied items 70
prospect files 70
correcting submission errors
when ordering closing documents
313
when ordering initial disclosures 313
when ordering services 306
counties, tax payments 124
create lock confirmation 239
credit card
security code
316
using to order credit reports 315
credit denial letter, specifying address 41
credit reports
see also, services
authentication certificate
314
Fannie Mae, ordering and viewing 343
merging from multiple providers 347
order status, checking 300
ordering 300
populating liabilities into the loan
application
316
printing 304
retrieving 304
services 314
using credit card to purchase 315
viewing 304, 316
Credit Score Disclosure 150
credit score, populating Credit Score Disclosure
315
current lender list 300
current residence information, entering in loan
application
101
current status, viewing 19
custom ASCII, exporting reports to 393
custom forms
creating
400
creating from Microsoft Word documents 403
importing Microsoft Word documents into
403
custom installation
typical
6
upgrade 8
custom letterhead, creating 406
custom reports, identifying field IDs 481
custom screen settings 59
D
data analysis, viewing 314
data content, specifying in templates 379
data directory (PNTDATA), change location 9
data export template
creating and editing
363
sample.exp 361, 439
data files, e-mailing 90
data filters
additional
399
condition builder 389
creating 389
in reports 369
marketing documents 398
data folders
adding security
473
changing the order of folders in the
dropdown list
472
connecting to an existing data folder 470
copying settings 468
creating new 467
disconnecting a workstation from a data
folder
471
establishing ownership 464
modifying properties 469
specifying for searches 59
data import template
creating
359
maps to Field ID 360
database, Cardex, creating records 445
days in a year, setting 36
DE Analysis of Appraisal Report, completing for
FHA loans
188
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