Point User Guide 507
market value, entering 108
matching liabilities and real estate 113
monthly housing expenses 105
monthly income calculator 104
monthly payment settings 98, 154
mortgage insurance, entering 105
mortgage type 97
names on title, entering 100
other assets 108
other housing expenses 105
other income 104
populating liabilities 316
populating with AVM report data 306
printing 87
property information 98
proposed column 105
real estate owned
disposition, specifying
112
entering 111
insurance 112
miscellaneous expenses 112
occupancy rate 112
property type 112
rental gross rent 112
taxes 112
real estate tax, entering 105
retirement funds 108
second current employer 103
Section III. Borrower Information 100
Section II. Property Information and Purpose
of Loan
98
Section IV. Assets and Liabilities 106
Section IV. Employment Information 102
Section IX. Acknowledgement and
Agreement
43, 116
Section I. Type of Mortgage and Terms of
Loan
97
Section VII. Details of Transaction 114
Section V. Monthly Income and Combined
Housing Expense Information
104
specifying refinance 99
stocks 108
loan approval 243
loan approval notice, creating 249
loan balance scenarios, MLDS/GFE (CA) 148
loan checklist
adding documents
217
adding miscellaneous items 219
adding required documents 217, 218
removing documents 217
removing miscellaneous items 219
viewing 19
loan comparisons
closing cost scenario template
355
comparing loans 416
loan program templates 353
printing 418
refinance 417
Loan Conditions report 367
loan conditions, tracking 249
loan fees, GFE 121
loan files
adding co-borrower
73
advanced search 76
archiving 82
borrower, creating with copy method 70
copying from external source 78
creating and linking to a new second 80
creating borrower 69
creating FHA purchase 173
creating FHA refinance 181
creating prospect 68
deleting 79
e-mailing 90
e-mailing, from document repository 210
e-mailing, (save as .pcf) 75
interest-only loans, specifying term 134
keeping open 34
link to an existing second 81
linking first and second 80
moving 77
moving from external source 78
printing 86, 87
prospect, creating with copy method 70
rebuilding 82
save as, copied items 72
saving 74
saving for e-mailing 75
searching for 75
swapping borrower and co-borrower 83
loan forms
adding to the document repository
204
list 18
Loan Pipeline report 367
Loan Pipeline (with Excel) report, description 376
loan prequalification
by property
420
by prospect 421
loan profit and loss tracking 235
Loan Profit Summary report 366
Loan Profit Summary (Banker with Excel) report,
description
375
loan program details, viewing 238
loan program templates
amortization
353
creating 354, 379
editing 354
in Borrower Information screen 353
in Debt Consolidation screen 353
in Good Faith Estimate/MLDS screen 353
in loan comparison screen 353
in prequalification screen 353
To Next Page