Point User Guide 513
rental property
entering in loan application
111
gross rent 112
occupancy rate, specifying 112
re-ordering closing documents 310
re-ordering initial disclosures 310
repayment date, warehouse advance &
repayment
263
repeat loans, duplicating files 70, 72
report functions
address labels
398
average 382
averaging records 392
condition builder 381, 389
count 382, 392
creating data filters in Point Report Viewer
389
editing a link to a mail merge document 388
exporting to custom ASCII 393
exporting to Microsoft Excel 394
exporting to XML 392
file type, specifying 368
filtering data 369
formatting in Point Report Viewer 388
formatting output 388
generating standard reports 368
grouping 383
linking to a mail merge document 387
loan status, specifying 369
manipulating output 388
output options
mail merge
387
mail merge marketing format 383, 386
editing a link 388
unlinking 388
Microsoft Excel spreadsheet 383, 385
Point Report Viewer 383, 384
saving 392
sort by
ascending/descending
383
dropdown list 383
page break 383
sort options 383
sorting 383
sorting Point Report Viewer reports 390
specifying column total, average, or quantity
(count)
382, 392
specifying output options 383, 384, 385, 386
standard 365
templates 365
creating 379
editing 379
saving 379
total 382, 392
unlinking a mail merge document 388
report templates 365
report templates, identifying field IDs 481
reports 369
Address Label report 366
Appraiser Vendor 366
ARM Loans for Refinance 366
Builder 366
Business Analysis Report (Banker with Excel),
description
372
Business Analysis Summary 366
Business Summary 366
Business Summary Report (with Excel)
LO Summary
371, 374
Monthly Trend 373
Business Summary Report (with Excel),
description
371
Closed and Funded 366
Contact Information 366, 371
Enterprise Summary
Dash Board
372
Pipeline Summary 372
Escrow Vendor 366
Funded and Not Shipped 366
GFE Fee 366
HMDA (Home Mortgage Disclosure Act) 366
Interests 366
Last Contact 366
Late Documents 366, 370
Lender 367
Lender Summary 367
Loan Conditions 367
Loan Pipeline 367
Loan Pipeline (with Excel), description 376
Loan Profit Summary 366
Loan Profit Summary (Banker with Excel),
description
375
Loan Rep 1st Mortgage Pipeline 367
Loan Representative 367
Loan Status 367
Loan Status and Pipeline 367
Loan Status Report (with Excel2007),
description
377
Loan Summary 367
Pipeline 367
predefined 365
Processor Pipeline 367
Production 367
Profit Report from Track Manager 367
Property Address 367
Rate Lock 367
Secondary Marketing Expiring Commitments
366
Secondary Marketing Locked Pipeline 366
Secondary Marketing New Lock Requests 366
Title Vendor 367
Trust Account 367
Underwriter Pipeline 367
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