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8
Verifications
Point contains forms that are used to request verifications for employment, bank account
information, loans, and benefits, such as a retirement income or pension.
The following verification forms are available in Point:
•
Verification of Benefits (VOB)
•
Verification of Deposit (VOD)
•
Verification of Employment (VOE)
•
Verification of Loan (VOL)
•
Verification of Mortgage/Rent (VOM/R)
After you complete the verification forms, send them to the applicable creditors or
institutions for verification. Populate the form by importing the information from the
Loan
Application
before you send it for verification or wait until the information is verified and
enter it manually. After the verification form is completed, export the information from the
verification to the
Loan Application
.
Completing verification forms
Each verification form uses a similar interface and the same process applies for
completing them. How to complete a
Verification of Deposit
verification form is used in
this example. Verification forms are accessible from the
Verifs
menu.
To complete a verification form:
1
Open a borrower file.
2
Select the verification form that you want to use from the
Verifs
menu.
Attention
The
Verification of Benefits (VOB)
form does not contain a
From
Loan App
button.
Therefore, you cannot import benefit information from the
Loan
Application
into the
Verification of Benefits
and you cannot import
benefit information from the
Verification of Benefits
into the
Loan
Application
.
In this topic
• Completing verification forms
