Point User Guide 517
title conditions, tracking 228
Title Report (Vendor) report 367
title reports
see also, services
agents
327
attaching documents to request 321
borrowers 324
cancel request 319
checking status 319
order details 326
order status, checking 300
ordering 300, 319
payoff information 327
printing 304
retrieving 304
services 319
specifying branch and officer 320
updating order 319
viewing 304
title tables
lender’s policy purchase
45
lender’s policy refinance 45
title, specifying names in loan application 100
toolbar icons 23
total amount, reports 382, 392
Total Estimated Funds Needed to Close (Details
of Transaction), GFE
126
Total Estimated Monthly Payment, GFE 125
TOTAL, risk evaluation 177
tracking
agent list
232
agents and contacts 232
basic documents 216
basic documents list, editing 216
branch/team members 233
conditions 219
conditions list, adding 220
conditions list, adding prerequisite event 220
contact with borrowers 408
contacts 232
documents for loan sale 268
HMDA Reporting 229
loan conditions 249
loan profit and loss 235
loan progress 214
loan status
adding documents
217
calculating document due date based on
event
217
calculating miscellaneous item due date
based on event
219
status and checklist 214
loan team members 233
miscellaneous items 217
adding items to tracking list 218
editing 218
registration and rate lock 221
required documents, adding to checklist 217
title conditions 228
trust account information 234
underwriting status 243
verifications, populating 227
traditional loans, MLDS/GFE (CA) 138
training information xiii
transaction details
cash-to-close statement
414
loan application 114
transaction management server (TMS) setup 48
transferring contact entries from loan files into
Cardex
451
transferring data from Cardex into a loan file 451
Transmittal Summary 163
transmittal summary 166
adjusting qualifying ratios 166
cash flow fields, unlocking 166
contact information 167
contract information 167
FHA 176
seller information 167
underwriting information 165
Trust Account report 367
trust account tracking 234
Truth-In-Lending 132
buttons, described 33
calculating payment schedule 136
completing 133
High Cost Loan (Section 32) 136
loan program templates 353
payment schedule 134
Section 32 136
specifying payment adjustments 135
specifying rate adjustments 135
specifying rate rounding options 134
typical installation
single workstation
3
upgrade 5
U
underwriter CHUMS ID 177
Underwriter Pipeline report 367
underwriting 342
AUS 247
Automated Underwriting Services (AUS) 347
submitting a casefile 342
suspense/denial notice 243
underwriting information
FHA transmittal summary
176
transmittal summary 165
underwriting status, tracking 243
unlinking a mail merge document 388
unmarried co-borrowers 73
unsupported networks 3
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