495AABA number, warehouse advance & repayment262account ID, locating 1account number, warehouse advance &repayment 262account verification 197acknowledgement and agreement clause in loanapplication 43 , 116activating keys 24add range dialog box 47addendum to the URLA, completing for FHAloans 186addendum, Fannie Mae 341adding documents to repository 202adding non-Point documents to the documentrepository 207adding Point forms to the document repository204additional filters 399in marketing documents 398 , 399in reports 369additional settlement charges, GFE 125address fields, automatically populating 65address labelscreating 398generating 398data folders, specifying 398file types, specifying 398filtering data 398report 366Adjustable Rate Mortgage. See ARMadjusting loan-to-value ratios 166adjusting print margins 86adjustment types dropdown listdefault values 44editing 44populating default options 224, 240administrative installation 10advance loan fees, GFE 122advance type, warehouse 263advanced searchCardex database 448prospect and borrower files 76searching in multiple data folders 76tasks 428Affidavit of Occupancy 150Affiliated Business Disclosure 150agency case number, in loan application 97agentsescrow and title requests 327tracking 232aggregate escrow account, GFE 119amortizationloan program template 353negative 412specifying payment adjustments 135amortization schedulesadjustable rate mortgage 412creating 411customizing payment schedules manually 414customizing payments automatically 413fixed rate loan 411printingspecifying cumulative total 414specifying number of months 414amortization type, specifying 97analysis of loan data, viewing 314Anti-Coercion Statement 150application directory (WINPOINT), changelocation 9Application for Property Improvement,completing for FHA loans 187Application Log (NY) 137Appraiser Vendor report 366archiving loan files 82ARMloan amortization 412loan with negative amortization 412ARM Disclosure (Initial)completing 128described 128ARM Loans for Refinance report 366ASCII, creating delimited text files 435assetsautomobiles 108bonds 108business net worth 108entering in loan application 106life insurance 108market value 108other 108retirement funds 108specifying jointly 106stocks 108verifying 197assigning tasks 424associating real estate and liabilities 113authentication certificateobtaining 303with credit reports 314with flood reports 317auto display options, specifying search settings58Index
