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The
Select a data folder, the file type (
4
following file naming conventions:
Preserve
Auto Filename
Manual Naming
To copy only the
5
loan including co-borrowers
In addition to the
loan when this option is selected:
•
•
•
•
Click OK to complete the copy process and click Yes when prompted to confirm the
6
copy.
Point User Guide
Copy Prospect
(or
Copy Borrower
Retains the original file name. This option is available only if you are copying a
borrower file from a prospect file, or a prospect file from a borrower file.
Use the automatic file naming convention that is specified for the selected data
folder.
Enter a name of your choice in the
when you click OK.
Loan Application
Loan Application
User-defined miscellaneous items
Due date calculations that are defined in the
Status and Checklist
screen
The loan representative who is identified in the
The processor who is identified in the
•
For information about how to specify the auto file naming
parameters and enable auto file naming, refer to
automatically, on page 63.
•
Refer to
Searching for prospect and borrower
information about searching for loan files.
•
Refer to Chapter 10,
checklist, basic documents, and miscellaneous items.
) dialog box is displayed.
Prospect
Borrower
or
Rename File
Copy only 1003 data to start a new
, check the
check box.
, the following items are duplicated in the new
Miscellaneous Items
Borrower Information
Borrower Information
Related information
files, on
Loan tracking,
for information about the loan
Loan file creation
), and specify one of the
dialog box, which is displayed
section of the
screen
screen
Naming files
page 75,
for
71
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