Point User Guide 253Closing loansUse the Insert, Edit, and Delete buttons to add, change, or remove entries. Use theUp and Dn buttons to move entries up or down in the list.Closing loansThe Closing screen is typically used by the closer/funder to enter information that isrelevant to lenders when they order closing documents.The following buttons, located at the bottom of the workspace, provide additionalfunctionality:AppraisalThe Appraisal button opens the Appraisal Information dialog box which isused to record information about the property appraisal.InsuranceThe Insurance button opens the Insurance dialog box which containsinformation about the mortgage, hazard, and flood insurance for the property.Escrow & TitleThe Escrow & Title button opens the Escrow & Title Information dialog boxwhich contains the escrow, title, and wire information.To use the Closing screen:1 Open a borrower file.Related information• Refer to Creating the default conditions list, on page 37, forinformation about creating the default condition list and theconditions pick list.• Refer to E-mailing forms, on page 91, for more information aboutsetting PDF passwords and e-mailing forms.• For more information about the document repository, refer toElectronic document storage, on page 202.• Refer to Program and rate lock details, on page 270, for informationabout the Program & Rate Lock Details dialog box.
