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Calyx Software Knowledgebase


1501 Creating a master file template


cswms
Templates/Tasks/Pipeline

A master template contains basic loan information that you can apply to a loan to save data entry time and reduce errors. Create a master template and apply it to a loan to populate the basic information for the type of loan being processed.

To create a master template:

  1. Select Templates from the left navigation panel.


  2. Select Borrower Master or Prospect Master.


  3. Click the New button.
  4. The Borrower Master Template is displayed.


    The template resembles a typical borrower file.

  5. Enter data that is relevant for the type of loan you are creating. Select a form from the main menu to add data to other screens.
  6. Tip: You can apply loan programs and closing cost scenarios to a master template.

  7. Click Save when finished entering data for this master template


  8. Enter a File name and click Save.

For information about applying the master template to a loan, refer to knowledge base article 1504 Applying a master file template to a loan.

For information about loan programs and closing cost scenarios, refer to knowledge base articles 1502 Creating a loan program template and 0410 Creating a default set of fees (Closing Cost Scenarios).



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Last Modified: 2 Months Ago
Last Modified By: cswms
Type: Point
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