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Point User Guide
Report
Lender Report
Lender Summary Report
Loan Conditions Report
Loan Pipeline Report (with
Excel)
Loan Rep 1st Mortgage
Pipeline Report
Loan Representative Report
Loan Status and Pipeline
Report (with Excel)
Loan Status Report
Loan Status Report (with Excel
2007)
Loan Summary Report
Pipeline Report
Processor Pipeline Report
Production Report
Profit Report from Track
Manager
Property Address Report
Rate Lock Report
Title Report (Vendor)
Trust Account Report
Underwriter Pipeline Report
Yield Spread Premium Report
Description
Tracks the amount of business by a particular lender for
expense control and revenue generation.
Displays the following:
•
Lender
•
Loan information
•
Loan status
•
General profit generated by the loan
Reflects the current outstanding conditions along with
the status of the loan.
Displays the loan information, status, and milestones for
all loans in the pipeline.
Identifies and tracks "first mortgage loan" production.
Displays the following:
•
General loan information
•
Loan representative
•
Status of the loan file
Identifies the current disposition of the loan including the
status action dates and tracks outstanding documents.
Identifies the current disposition of the loan including the
status action dates.
Displays the status for all loans in the pipeline (it is
displayed in Excel in Point). It is best used when viewed
with Excel 2007.
Reflects general information and status information about
the loan.
Identifies the status and comments for loans in
production from a global perspective.
Identifies the status and comments for loans processed by
a particular processor.
Displays the current loans in the pipeline and their
purpose.
Displays information that is collected from the Track
Manager that affects the office and loan officer's profit
and/or loss.The information in this report differs from the
Yield Spread Premium Report.
Indicates the Address and Loan Representative
information that is associated with the loan.
Identifies the following:
•
Interest rate locks
•
Their expiration
•
Lender or investor with whom the rate is locked
Tracks the amount of business by each title company for
expense control and revenue generation.
Displays the debits and credits of the Trust Account for
each loan.
Identifies the status and comments on loans for a
particular underwriter.
Tracks information that is collected from the
Submission
screen that affects the office and the loan
officer's profit or loss.
Standard reports
Loan
367
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