Point User Guide 509
templates
creating
379
editing 379
predefined 397
marketing function buttons, described 31
marketing letters
adding company logo
406
data folder, specifying 399
file type, specifying 399
filtering data 399
mail merge 399
output, specifying 399
removing letters 399
marketing loans 21
marketing tab, described 21
marketing tools 365
master file templates
borrower files
357
creating 357
deleting 358
editing 357
importing into an existing file 358
prospect files 357
prospect information 357
saving 357
matching liabilities and real estate 113
maximum adjusted loan balance, debt-to-
income ratios
135
Maximum Loan Amount Table 174
Maximum Mortgage Worksheet 186
meeting rate lock requirements 223, 245
meetings, scheduling 408
memory requirements for Point
disk
2
RAM 1
merged credit 347
merging credit reports from multiple providers
347
MERS number
automatically generating
64
entering manually 239
overriding 239
Microsoft Excel
exporting reports to
394
specifying as report output 383, 385
Microsoft Windows applications, creating export
templates
361
Microsoft Word
address labels
366
importing documents into custom forms 403
mail merge 403
Microsoft Word documents, storing in document
repository
207
MIN
auto generation
64
entering manually 239
MIP
calculating
170
cash-to-close 415
PMI, MIP in loan application 115
up-front mortgage insurance 170
up-front mortgage insurance, FHA loans 174
miscellaneous items
adding to loan checklist
218
editing 218
required 219
MISMO document type 208
missing items in loan file, tracking 267
MLDS/GFE (CA)
loan balance scenarios
148
payment scenarios 148
modem, setting up 49
modifying
data folder properties
469
users 477
monthly escrow fees, documenting 168
monthly housing expenses, entering in loan
application
105
monthly income calculator 104
monthly payment settings 154
monthly payment settings dialog box,
explanation
98, 154
monthly payments, specifying bi-weekly 134
Mortgage Broker Disclosure (TX) 137
Mortgage Identification Number
automatically generating
64
mortgage insurance
calculating
170
entering in loan application 105
FHA Statutory Requirements Worksheet 182
FHA Transmittal Summary 177
Good Faith Estimate 119
ordering 347
premium calculation basis 172
TIL 135
Mortgage Loan Commitment 159
Mortgage Loan Disclosure Statement (MLDS)
buttons
33
Mortgage Loan Disclosure Statement (MLDS/GFE
(CA)), general information
138
mortgage payments, specifying bi-weekly 134
Mortgage Servicing Transfer Disclosure
Statement
151
mortgage type, entering in loan application 97
mortgage verification 197
mortgage, liability 110
movement keys 25
moving files
borrower
77
from external source 78
prospect 77
multiple data folder search 76
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