|
| | | Forum Newbie
Group: Forum Members
Last Login: 1/24/2007 10:05:50 AM
Posts: 7, Visits: 44 |
| I find it very often that loan officer/processors only want to fax over conditions or requests to underwriter. Is there a way that we can import contact information from cardex to a fax cover sheet?
HT79 |
| |
| | | Forum Newbie
Group: Forum Members
Last Login: 4/17/2006 7:35:10 PM
Posts: 5, Visits: 16 |
| | Point has a Loan Conditions form that you can fill out by going to Track, Conditions. You can print that form to a PDF file and email it to the Underwriter. |
| |
| | | Forum Newbie
Group: Forum Members
Last Login: 1/24/2007 10:05:50 AM
Posts: 7, Visits: 44 |
| Hi DMiles, The Conditions Tracking form was a good way for conditions but I wanted to know if there is a way to get cardex fill in the information for me. For example, I need to provided to the underwriter gift letter, bank statement before the lock expires, so I have to fax all the documents out. I have to fill out a fax cover sheet, ie: to, from, fax # etc. It'll take lot of my time if I have like 10+ loans to take care. Since I have my cardex in Point, I want to use it to fill in instead for me the to, from, fax#, etc. This is not only just to underwriter, I can fax to Escrow officer, or anyone that in my cardex database. I think it would be very helpful, if I just have a sample fax cover sheet, then I have the cardex to fill in all the neccessary information for me. Thank you very much.
HT79 |
| |
| | | Forum Newbie
Group: Forum Members
Last Login: 11/10/2005 9:50:43 AM
Posts: 5, Visits: 14 |
| | You could create a custom form, which would be your fax cover page, with any of the cardex information populated into it. I think you would still need to type which conditions you were submitting each time. I think this would be kind of a tedious each time. What I do if I need to send a fax (which is rarely since I scan and email almost everything), is created a folder on my desktop called fax cover sheets, then inside that I have a folder called lenders, title companies, realtors etc , and then inside of each of those folders, the name of each company, and then finally in each of the company folders, a pre-filled out cover sheet for the person from that company that I am sending it to. When I need to send a fax to Barb at Countywide, it makes it pretty easy to go to the lender folder, countrywide folder and click on Barb, and everything is all filled out. Just what I do... Good Luck, Andrew |
| |
| | | Forum Newbie
Group: Forum Members
Last Login: 8/12/2005 5:39:45 PM
Posts: 8, Visits: 6 |
| | Cardex is just a Jet (Microsoft Access) database. You can make a standard Word document and merge the data from Cardex like a regular mail merge. The other thing you could do is set up an export template that sends the data to a Word document. The main think here is that the document needs to pick up the data from Cardex, not the Point file. If you already have the info (like underwriter, title, appraiser, etc.) stored in the Point file, you can use a Custom Form.
-Mike
mike@mtig.biz |
| |
|
|