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Data transfer
Cardex-enabled fields in Point forms are indicated by the Cardex symbol ( ). Populate
Cardex-enabled fields from the Cardex database or export the data in these fields to the
Cardex database.
Transferring database entries into a loan file
To transfer data from Cardex into a form in a loan file:
Open a prospect or borrower file.
1
Select a Cardex-enabled field.
2
The
Notice the Cardex symbol next to the
Select the
3
The
If needed, perform a search to locate the record to transfer into the loan file.
4
When you locate the record, select it and click Select.
5
The data in the Cardex record transfers into the loan file.
Transferring information from a loan file
To transfer information from a loan file to Cardex:
Open a prospect or borrower file.
1
Navigate to a Cardex-enabled field that is already populated with information.
2
Point User Guide
Escrow Company
section in the
field and click the Cardex icon on the toolbar.
Company
Cardex Database (Browsing for all records
The Select button is available only when a Cardex-enabled field is
selected in the loan file.
Closing
screen is used in the following example:
field label.
Company
) dialog box is displayed.
Attention
Data transfer
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