Table of Contents
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Builder report
366
building conditions
in report templates
in templates
389
operator definitions
Business Analysis Report (Banker with Excel),
description
372
Business Analysis Summary report
business net worth
108
business owner
entering in loan application
net worth in loan application
Business Summary Report
Business Summary Report (with Excel),
description
371
buttons
FHA/VA loan
29
in banker screen
25
in Fannie Mae
339
in Truth-In-Lending screen
loan application
29
marketing functions
Mortgage Loan Disclosure Statement (MLDS),
described
33
verification screens
34
View LP Feedback
349
buydown rate, specifying
C
CA Fair Lending Notice Disclosure
calculating
aggregate escrow account payments
document due date based on event
final gain or loss on loan sale
gain or loss on loan sale
miscellaneous item due date based on event
219
mortgage insurance
payment schedule, TIL
up-front funding fees
calculations, statutory required
California Fair Lending address, specifying
Calyx training information
Cardex database
443
advanced search
448
copying entries
447
creating categories
444
deleting entries
447
entering data
,
445
446
importing outlook contacts
printing
detail format
449
summary format
searching for records
sorting
447
Point User Guide
381
,
381
389
366
108
108
,
,
,
366
371
373
374
33
31
135
137
168
217
242
240
170
136
170
182
41
xiii
453
449
448
transferring contact entries from a loan file
451
transferring data to a loan file
cars, entering as assets in loan application
Cash Flow Analysis (1084)
cash-to-close
refinance
415
statement, creating
certificate, obtaining
303
change application directory location
(WINPOINT)
9
change data directory location (PNTDATA)
change default DOS directory
change name
,
203
410
change template directory location (PNTTEMPL)
,
9
478
changing entered by name
changing form sequence on shortcut toolbar
changing stored by name
checking account, entering in loan application
107
checking borrower status from remote location
55
checking service request status
child support, liability
111
CHUMS
,
177
187
city, county, and state fields, automatically
populating
65
client installation parameters
client update
14
Closed and Funded report
Closing
355
closing cost scenario templates
creating
355
editing
355
saving
355
Closing Costs & Prepaid Items Summary, GFE
closing costs, estimated
closing documents
checking order status
correcting submission errors
data analysis, viewing
e-delivery
311
ordering
,
307
310
printing
,
304
312
providing vendor-specific data
re-ordering
310
retrieving
304
saving provider password
specifying investors and products
viewing
,
304
312
closing loans
request documents
253
select products
253
closing tasks
431
CLTV
288
451
108
155
414
9
61
410
60
203
303
11
366
355
125
126
310
313
314
313
309
308
497
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