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| | | Forum Member
 
Group: Forum Members
Last Login: 8/25/2006 3:32:42 PM
Posts: 39, Visits: 108 |
| Hi,
Is there a way to export the liabilities, only the mortgage, to a custom form?
Thanks,
Adrian |
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| | | Supreme Being
Group: Forum Members
Last Login: 10/8/2008 8:13:28 PM
Posts: 126, Visits: 152 |
| | Probably, but it could get ugly. Is there always a specifc number of mortgages you are trying to address? Is/are the mortgage or mortgages always in the same position in Point? (Ex: Liability entry #1) What information about the mortgage do you need? (Name, Address, Account #, Balance, Payment, etc.) |
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Supreme Being
Group: Forum Members
Last Login: 9/12/2008 11:24:50 AM
Posts: 289, Visits: 242 |
| | You can export just the mortgages using several different messages. If by "export" you mean to create an ascii file with the mortgage data in it, there are two basic approaches: 1. Programming/Scripting 2. By hand The first method is very straight forward if you're a programmer (or have acces to one). You just loop through all the liabilities and write out the liabilities that are marked with an "M" or show up as a mortgage or heloc in the GSE dropdown. The second method requires you to export all liabilities to a spreadsheet. From there, the spreadsheet can either filter out all the non-mortgage liabilities or delete the non-mortgage liabilities. Alternatively, you could do that by hand but the whole idea behind computers is to have them do as much work as possible. If this is a repetitive task, you may want to invest in automation that does this for you. If you need a utility to read/write the Point file, you can find it at http://www.mtig.biz/pxd.htm. I can also provide you some scripting samples. Just drop me an email and I'll send them to you.
- Mike
mike@mtig.biz |
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| | | Forum Member
Group: Forum Members
Last Login: 8/25/2006 3:32:42 PM
Posts: 39, Visits: 108 |
| Hi,
The intent is to create a custom form to send to Escrow. The form would contain info on the mortgages that need to be paid off.
We have a form now, but the mortgage payoffs need to be entered manually.
Since it looks like this would require programming, I have to see if it's something that I want to take on. I wouldn't want to "break" something.
Thanks,
Adrian |
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| | | Supreme Being
Group: Forum Members
Last Login: 10/8/2008 8:13:28 PM
Posts: 126, Visits: 152 |
| | I'm probably missing something obvious, but why don't you just send them the 1003? All of the liabilities that need to be paid off will be marked by the loan officer or processor. The 1003 contains creditor names, account numbers, balances... Regards, |
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| | | Forum Member
Group: Forum Members
Last Login: 8/25/2006 3:32:42 PM
Posts: 39, Visits: 108 |
| | Hi, You're correct. Using one form simplifies the process in some ways. Thanks, Adrian |
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Supreme Being
Group: Forum Members
Last Login: 9/12/2008 11:24:50 AM
Posts: 289, Visits: 242 |
| I'll post a Word document that prepares a payoff list for an example.
- Mike
mike@mtig.biz |
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| | | Forum Member
Group: Forum Members
Last Login: 8/25/2006 3:32:42 PM
Posts: 39, Visits: 108 |
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