Point User Guide 501
documents
sending with escrow request
323
sending with title request 321
tracking 216
tracking for loan sale 268
DOS applications, creating export templates 361
DOS directory, change default 61
down payment, entering in loan application 100
downloading files from host 53
downloading .pcf files from e-mail 93
dropdown lists
adjustment type default options
44, 224, 240
creating 44
due dates, setting 43
duplicating files
borrower files
70
borrower, copy method 70
borrower, save as method 72
copy method, copied items 70
copy only loan application 70, 72
prospect files 70
save as method, copied items 72
E
ECOA address, specifying 40
e-delivery
closing documents
311
initial disclosures 311
editing
assets
107
basic documents list, loan status tracking 216
former employers 103
import templates 360
liabilities 110
loan status and progress 215
miscellaneous items list, loan status 218
task status 431
tasks 430
editing a link to a mail merge document 388
EEM (Energy Efficient Mortgage) 190
electronic document storage 201, 202
electronic transactions 201
eLoanFile 201
eLoanFile menu, document repository 202
e-mailing
data files
90
forms 91
forms as PDF files 91
from the document repository 210
loan files 75, 90, 210
receiving .pcf files 93
standard marketing letters 399
.pcf files 90
employment information, entering in loan
application
102
employment verifications
described
197
printing 304
retrieving 304
viewing 304
enabling field pop-up help 65
entered by name, changing 410
Enterprise Summary report, description 372
envelopes, printing 88
Equal Credit Opportunity Act 151
escrow
account
calculating payments
119, 168
setting up 39
account fees
creating tables
45
excluding 169
itemized on GFE 123
creating account fee tables 45
opening 319, 322
requests
agents
327
attaching documents 323
borrowers 324
canceling 322
checking status 322
order details 326
payoff information 327
updating 322
escrow tables
purchase, creating
45
refinance, creating 45
Escrow Vendor report 366
estimated closing costs 126
estimated settlement charges 125
event driven document due date 217
event driven miscellaneous item due date 219
exchanging data with interface vendors 333
excluding escrow account default fee 169
exporting
data to Fannie Mae format
441
data to Freddie Mac 441
reports to custom ASCII 393
reports to Microsoft Excel 394
reports to XML 392
extended search option, specifying data folders
59
F
Fair Credit Reporting Act 150
Fannie Mae
addendum, completing
340
connectivity 338
converting files from 3.0 or 3.2 format 359,
437
credit reports, ordering and viewing 343
To Next Page