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standard reports
365
standard reports, generating
Statement of Credit Denial, Termination, or
Change
160
state-specific disclosures
Application Log (NY)
Brokerage Contract (FL)
Lender Disclosure (FL)
Mortgage Broker (TX)
Pre-Application Disclosure (NY)
status of loan, tracking
Statutory Requirements Worksheet
stocks, entering in loan application
stored by name, changing
storing documents with loan file
storing external documents in the document
repository
207
submission errors
when ordering closing documents, correcting
313
when ordering initial disclosures, correcting
313
when ordering services, correcting
submitting a casefile for underwriting
submitting loans electronically
submitting verification forms
subordinate financing
concurrent loans for investment properties
287
concurrent loans for purchase
creating new first
280
for investment property or second home
for primary home
279
linking first and second loan files
subtotaling report values
support information
xiii
support resources
xii
suspense/denial notice, creating
swapping files
83
switch between first and second loan files
synchronizing data between loan files
system requirements
1
T
task list, viewing
432
Task Manager
423
tasks
assigning
424
closing
431
creating
423
editing
430
editing status
431
printing
432
reminders
,
425
426
searching, advanced
tasks tab, described
20
516
368
137
137
137
137
150
214
182
108
203
202
306
342
201
199
283
281
80
392
243
18
80
428
Tax Authorization Form 8821
Tax Information (1098 Data)
tax payments, GFE
124
Tax Return Request-Copy of Return (4506-T)
technical support
xiii
template directory (PNTTEMPL), change location
,
9
478
templates
building conditions
closing cost scenario
column total, average, or quantity (count),
specifying in reports
condition builder
389
condition definitions
condition types
37
content, specifying
379
creating
379
creating and editing data export
creating new borrower file from
creating new prospect files from
criteria, specifying
379
data import
359
description
353
dropdown list fields, specifying
editing import
360
enabling filters
382
grouping
383
identifying field IDs
loan program
354
loan program templates
master file
357
prospect master files
report
365
report functions
creating data filters in Point Report
Viewer
389
editing a link to a mail merge document
388
formatting
388
linking to a mail merge document
manipulating output
sorting Point Report Viewer reports
specifying output options
unlinking a mail merge document
reports list
365
setting up data export from the sample
sort by
ascending
383
dropdown lists
383
page break
383
sort options
383
sorting
383
terminology, formatting conventions
third party vendors, proxy server
title charges
124
title charges, GFE
124
162
163
162
381
355
382
381
363
69
68
381
481
379
357
387
388
390
,
,
,
383
384
385
386
388
361
xii
48
Calyx Software
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