Point User Guide 217Loan status trackingb If the document is required for the loan, select the Required check box.The document is automatically added to the loan checklist when the Requiredcheck box is selected.Uncheck the check box to remove a document from the loan checklist. You canalso 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, thedocument 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 thecorresponding field with the current date. You can also enter a date manually orby 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 duringthe loan process, select the Calculate Due Date Based On check box and selectan option from the dropdown list. In the +/‐ days field, specify the number of daysbefore 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 toChecklist 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 isclicked, the Req’d check box is automatically selected.6 To remove items from the loan checklist, select one or more items and click theRemove from Checklist button.Selected items that are not already on the loan checklist are ignored.Tracking miscellaneous itemsThe Miscellaneous Items section contains a list of various items that are required toprocess 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 informationFor information about the loan checklist, refer to Loan checklist, onpage 19.
