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Electronic loan files
Electronic document storage
Each loan file has a separate document repository that is used to store and manage
electronic documents that are associated with that file. Use the document repository to
retain an electronic file of all information associated with the loan.
The document repository stores the following types of documents:
•
•
•
The following methods are used to add documents to the document repository:
•
•
•
•
Accessing the document repository
To access the document repository:
Open a prospect or borrower file.
1
Select eLoanFile > Document Storage.
2
202
A documents provider can customize this screen with fields that meet their
information requirements for the Closing Documents and Initial Disclosures
interfaces.
For more information about selecting products, requesting disclosures,
and how custom fields in the
populated, refer to
Initial disclosures and closing
page 307.
Point-generated forms that are accessible from the
such as the Loan Application or Transmittal Summary
Documents that were generated by using one of the Point services or interfaces,
such as a credit report or an appraisal
Electronic documents that were created outside of Point, for example, an
electronic copy of the borrower's latest pay stub or some correspondence that
was created in Microsoft Word
From the
Document Storage
From the
Borrower Forms
By requesting a document from one of the Point services
Drag and drop
A copy of a document that is requested by using one of the Point services
is automatically stored in the document repository when the document is
received.
You can also access the document repository by selecting eLoanFile:
Document Storage from the shortcut menu or by clicking the
Document Storage icon on the toolbar.
Related information
Vendor Specific Data
documents, on
dialog box
dialog box
Attention
Tip
screen are
Borrower Forms
dialog box,
Calyx Software
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