Point User Guide 515
server installation 10
services
authentication certificate
303
AVM reports
ordering
306
populating into loan application 306
canceling order 300
changing order 300
checking closing documents order status 310
checking initial disclosures order status 310
checking request status 303
closing documents
correcting errors
313
ordering 307
prerequisites 308
printing 312
re-ordering 310
saving provider password 309
viewing 312
correcting submission errors 306
credit reports 314
data analysis 314
disabling vendors 297
employment
ordering
330
populating into the loan application 332
verification 329
enabling vendors 297
escrow 319
escrow requests
agents
327
borrowers 324
order details 326
payoff information 327
flood reports 317
hazard insurance quotations 318
income verification
ordering
330
salary key 330
initial disclosures
correcting errors
313
ordering 307
prerequisites 308
printing 312
re-ordering 310
saving provider password 309
viewing 312
opening escrow 322
order details 326
order status, checking 300
ordering 300
pending requests, checking 303
populating liabilities into the loan
application
316
printing reports 304
reissuing order 300
retrieving reports 304
saving documents in document repository
202, 302
saving provider password 302
saving reports 304
specifying investors and products 308
title reports 319
agents 327
borrowers 324
payoff information 327
title reports, ordering 319
updating order 300
verifications
employment
329
income 329
viewing requested services documents 304
servicing disclosure information 41
set name 203, 410
setting auto file naming 63
setting client installation parameters 11
setting document due dates 43
setting paper source 85
setting up data export template from the sample
361
settlement charges 125
sharing directories
PNTDATA
12
PNTEMPL 12
WINPOINT 12
shipping loans, tracking missing items in loan file
267
shortcut toolbar
customizing
60
described 18
specifying sequence of forms 60
show tasks 432
single workstation installation 3
software requirements 2
sort options, specifying in reports 383
sorting reports 390
sorting the Cardex database 447
special loans
construction
290
construction with required reserve 292
construction-to-permanent 292
investment 293
new first with existing second 280
piggyback for investment 287
piggyback for purchase 283
second mortgage for primary home 279
second mortgage on investment/second with
existing first
281
specifying investors and products, saving
provider password
309
standard marketing e-mail, generating 399
standard marketing letter, generating 399
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