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