Point User Guide 357Master file templatesMaster file templatesCreate master file templates to create a complete loan file that contains information that isidentical for different types of loans. You might want to create a master file for each type ofloan program you offer and use those templates when creating new borrower or prospectfiles.Enter data into templates as you would with any loan file. However, include onlyinformation that is constant for the template loan type.Most of the information in the Prospect Information screen is so general that it variesfrom file to file. Because of this, Calyx recommends leaving most of the information blankin the prospect master file template.Creating master file templatesTo create a master file template:1 Select the Templates tab from the navigation panel.2 In the Select a Template Category section, select Prospect Master or BorrowerMaster, and click the New button.The Information screen is displayed.3 Complete all the relevant fields in this and in the other applicable screens.Use the Loan Program and CC Scenario buttons to include a loan program andclosing cost template in the master template.4 When you are finished entering data, save the master file by selecting File > Save.Related informationFor information about how to complete the fields in this template, referto Good Faith Estimate, on page 119.Related informationFor more information about master file templates, see Knowledge Basearticle #0475 Defaulting information into Point files using a Mastertemplate.TipTo navigate Point screens from a master file, select the form you want toaccess or add to the master file template from the Forms menu.Related informationRefer to the applicable loan for topic for details about completing aspecific form.
