Duplicating Loan Files: Copy - Calyx Point 7 User Manual

Loan file overview
Click OK.
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Duplicating loan files: Copy

The Copy method for duplicating prospect and borrower loan files copies the
Application
existing information for repeat loans or second mortgages.
To duplicate prospect and borrower files by using the Copy function:
Select the Loans tab from the navigation panel.
1
Perform a search for the loan file that you want to copy.
2
Select the loan file that you want to copy and click Copy or select File > Copy >
3
Selected items....
70
New Blank File
If you selected
automatically opens to the
New File from Prospect File,
If you selected
displayed.
Specify your search criteria and click Search.
a
The prospect files that match your search parameters are displayed.
Select the prospect file from the list, and click OK.
b
A new borrower file that contains the data from the prospect file is created.
The file automatically opens to the
New File from Master Template
If you selected
data from the template you selected is opened to the
screen.
• For information about searching for prospect files, refer to
for prospect and borrower
• Refer to Borrower and prospect information
for information about the
• For information about creating templates, see
templates, on page 357.
and all the associated documents into a new file. Use this method to reuse
Use the duplication process to create duplicate files or copy or move files
from floppy disks.
Changes to DRE regulations required the removal of one set of user-
defined fields in the Payment of Other Obligations list on both MLDS
screens. Therefore, if you create a new loan file from a loan file that was
created in an earlier Point version, any data that was in the fields that
were removed is lost. To include those obligations in the new loan file,
you must combine the additional obligations and enter the total in the
remaining user-defined field manually.
, a blank borrower file is created. The file
Borrower Information
the Search Loans
Borrower Information
, a borrower file that contains the
Related information
files, on page 75.
screens, on page 151,
Borrower Information
Creating master file
Tip
Important
screen.
dialog box is
screen.
Borrower Information
Searching
screen.
Loan
Calyx Software