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Loan file overview
Print and e-mail options
Use the Point print and e-mail options, to print or preview loan forms with or without data,
save loan files as PDF documents, and e-mail loan files. Perform these actions from the
Borrower Forms
or Email > Forms from the File menu. In addition, you can e-mail complete loan files by
selecting Email > Forms > Point Data File.
Configuring print options
Before you can print any forms, check your print settings and set the parameters to
coincide with your print requirements.
Setting the default printer
Print requests are automatically routed to the default printer. To set or change the default
printer:
Select File > Print Setup.
1
This selection opens the standard
Select the default printer from the dropdown list and specify any other default
2
parameters.
To change the paper orientation, duplex settings, or tray selection, click Properties.
3
When finished in the
4
84
To...
for
Delete
Married Prospects,
Information
Borrowers and Co-
Borrowers
Unmarried Co-
Borrowers
For more information about changing a borrower file to a co-borrower
file, see Knowledge Base article
another Borrower file as
dialog box which is accessible when you select Print, Print Preview,
Print Setup
Refer to your printer documentation for more information about the
Print Setup
dialog box.
Action
Click the first Delete option (that is located next to
Delete Married Co-Borrower).
You might need to swap the main borrower or
prospect with the co-borrower before you delete the
information.
Select the files you want to delete from the
dropdown list under Delete Co-Borrower File and
click the bottom Delete option.
Related information
#0078 Attaching a Borrower file to
Co-Borrower1.
Print Setup
dialog box.
dialog box, click OK.
Related information
Calyx Software
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