Help with Point: Conditions

BJ Bounds

Did you know you can filter your conditions type so that not ALL conditions will default for ALL loans?

Certain conditions are not going to be required for every single loan, so Point offers you the option of selecting various filters from within the Utilities Menu.  This is one of those great Point tips that will make your underwriters very happy.

Just go to Utilities>Company Defaults>Condition Types and edit your conditions.  Point gives you the option to filter by lien, loan purpose and loan type.  Or you can choose to display for all new loans or show in the Track screen and Mtg.  Loan Commitment Screen.  It’s a great way to organize your loan files and eliminate the manual process of adding and deleting conditions from within each file!

Show your underwriters some “unconditional” love today!  Check out our Knowledge Base article for detailed steps or call our support team at 800-342-2599 for more information.

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