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Point User Guide 217
Loan status tracking
b
If the document is required for the loan, select the
Required
check box.
The document is automatically added to the loan checklist when the
Required
check box is selected.
Uncheck the check box to remove a document from the loan checklist. You can
also select and deselect this check box in the
Basic Documents list.
c
Enter a due date for the document.
When a due date is entered and the
Required
check box is selected, the
document is automatically added to the loan checklist.
d
Enter an ordered date and a received date.
Select the check box next to a date field to automatically populate the
corresponding field with the current date. You can also enter a date manually or
by clicking the
Calendar
button and selecting a date.
You can also select and deselect these check boxes in the Basic Documents list;
however, you cannot edit the date field.
e
If this is a user-defined document, enter a document name in the
Document
field.
f
Enter any comments in the
Comments
field.
g
To calculate the due date for an item based on when a certain event occurs during
the loan process, select the
Calculate Due Date Based On
check box and select
an option from the dropdown list. In the
+/ ‐ days
field, specify the number of days
before or after the event that the due date is to occur.
5
To add items to the loan checklist, select one or more items and click the
Add to
Checklist
button.
Selected items that are already on the loan checklist are ignored.
In addition to adding the item to the checklist, when the
Add to Checklist
button is
clicked, the
Req’d
check box is automatically selected.
6
To remove items from the loan checklist, select one or more items and click the
Remove from Checklist
button.
Selected items that are not already on the loan checklist are ignored.
Tracking miscellaneous items
The Miscellaneous Items section contains a list of various items that are required to
process the loan, such as copies of the borrower’s tax return or bank statements.
To track the miscellaneous items in a loan:
1
Open a prospect or borrower file.
2
Open the Status and Checklist screen .
Related information
For information about the loan checklist, refer to Loan checklist , on
page 19.