Creating Loan Programs and Closing Cost Scenarios
in Point and PointCentral
References
:
PointCentral Admins must assign templates to users/user group.
Instructions can be found in Knowledge Base (KB) Article
3309 Assigning access rights to a template set
or on
video
Setting Data Folders Access Rights PointCentral
/ specifically, at minutes 18-22.
1503 Creating a default set of fees (Closing Cost Scenarios)
1502 Creating a loan program template
1501 Creating a master file template
1504 Applying a master file template to a new loan
Video:
Working with Borrower Master Templates in Point
Webinar:
PDF file
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