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7000 Downloading online loan applications


cswms
Zip

Downloading Online Loan Applications

Once you have Zip configured, you will be able to download loan applications that were submitted from your website.

  1. Open Point.
  2. Click the Online Loan Applications button from the left navigation panel.


  3. When there is an application available for download, the Online Applications window will open.


  4. Select the applications to import.
  5. Use the Destination Folder dropdown to choose the data folder the file is to be saved in.
  6. Select your Naming Option.
  7. Select the File Type.
  8. Note: It is recommended to use Point's Auto File Naming and to select BRW (Borrower) for the file type.

  9. Click Import.


  10. Note: Once the file(s) import, a dialog box will open showing the files that were copied.



  11. Close the Import window.


  12. You can now search for the imported file(s).

    Note: To view the submitted data navigate to File > Print Preview and select the desired pages of the Loan Application to preview.



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Last Modified: Last Month
Last Modified By: cswms
Type: Point
Rated 3 stars based on 32 votes.
Article has been viewed 3.4K times.
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