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to Fannie Mae
338
to Freddie Mac
344
to the transaction management (TMS) server
48
consolidating debt
415
construction loans
construction-to-permanent
regular
290
specifying in loan application
with required reserve
Consumer Choice Disclosure, completing for FHA
loans
187
contact information
moving to the conversation log
tracking
408
transmittal summary
Contact Information dialog box
Contact Information report
contacts, tracking
232
contract information, transmittal summary
conversation log
access permissions
411
accessing
409
adding entries
409
and secured access
476
moving contact information to
moving items from contact information
converting income pay rate to monthly
copying Cardex database entries
copying files
borrower files
70
by using save as
72
copied items
70
prospect files
70
correcting submission errors
when ordering closing documents
when ordering initial disclosures
when ordering services
counties, tax payments
create lock confirmation
credit card
security code
316
using to order credit reports
credit denial letter, specifying address
credit reports
see also, services
authentication certificate
Fannie Mae, ordering and viewing
merging from multiple providers
order status, checking
ordering
300
populating liabilities into the loan
application
316
printing
304
retrieving
304
services
314
Point User Guide
292
99
292
,
408
409
167
408
,
366
371
167
409
408
104
447
313
313
306
124
239
315
41
314
343
347
300
using credit card to purchase
viewing
,
304
316
Credit Score Disclosure
credit score, populating Credit Score Disclosure
315
current lender list
300
current residence information, entering in loan
application
101
current status, viewing
custom ASCII, exporting reports to
custom forms
creating
400
creating from Microsoft Word documents
importing Microsoft Word documents into
403
custom installation
typical
6
upgrade
8
custom letterhead, creating
custom reports, identifying field IDs
custom screen settings
D
data analysis, viewing
314
data content, specifying in templates
data directory (PNTDATA), change location
data export template
creating and editing
sample.exp
,
361
439
data files, e-mailing
90
data filters
additional
399
condition builder
389
creating
389
in reports
369
marketing documents
data folders
adding security
473
changing the order of folders in the
dropdown list
472
connecting to an existing data folder
copying settings
468
creating new
467
disconnecting a workstation from a data
folder
471
establishing ownership
modifying properties
specifying for searches
data import template
creating
359
maps to Field ID
360
database, Cardex, creating records
days in a year, setting
36
DE Analysis of Appraisal Report, completing for
FHA loans
188
315
150
19
393
403
406
481
59
379
9
363
398
470
464
469
59
445
499
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