35314TemplatesUse templates in Point to create boilerplate loan files and loan information that you canreuse multiple times.The Templates tab, which is located on the navigation panel, gives you access to all thetemplate building tools in Point. Build your own templates and customize them to meetyour needs.You can create the following types of templates:• Reports & Marketing• Loan program• Closing cost scenarios• Prospect and borrower files• Importing and exporting data• Forms, letters, and e-mailsLoan program templatesUse loan programs templates to populate detailed loan information in the followingscreens:• Prospect Information/Borrower Information• Prequalification• Amortization• Loan Comparison• Debt Consolidation• Truth-in-Lending• Good Faith Estimate/MLDSPopulate screens with a loan program template by clicking the Loan Prog or Loan Prgbutton and selecting a loan program from the list of templates.In this topic• Loan program templates• Closing cost scenario templates• Master file templates• Editing templates• Deleting templates• Import and export templatesRelated informationRefer to Chapter 15, Reports, for information about Report templatesand Chapter 16, Marketing tools, for information about Marketingtemplates.
