is displayed next to the primary loan. Click this button to view information
about the additional loans in a sub-grid.The Loan Forms module is used to generate, save and print forms associated to a Program. These forms are created and associated to the selected Programs in the Forms Generator module. Once a loan is reserved, all the forms created for that program are available to the user in the Loan Forms module and the user can select which form or forms to associate from the list. Forms can be associated directly to a First Mortgage program and to an Additional Mortgage program. Once they are associated, the forms can then be generated, printed and/or saved.
Click Loan Forms under the Management menu to display the Quick Search screen and locate
the loan for which the forms are to be associated. The loan is displayed
in the Loans grid of the Loan
Forms screen. If the primary has any associated additional loans the Expand/Contract button
is displayed next to the primary loan. Click this button to view information
about the additional loans in a sub-grid.
The Loan Forms grid is made up of the following fields:
Loan Number: Number assigned to the loan.
Last Name: Last name of the borrower.
First Name: First name of the borrower.
Lender Number: Number for the lender.
Reservation Date: Date the loan was created.
Status: Current status of the loan.
Approved Stage: Current stage of the loan.
Select the loan in the grid to enable the Forms button in the Action bar to associate and generate forms for the current loan. Once enabled, click this button to display the Forms grid with the list of forms.
Check each form to be associated and generated for the current loan in the grid, or check the box at the top of the grid automatically check all forms.
Click the Generate Form button to create the forms in a printable format.
Click the Choose Another Loan
icon to select another loan with which
to work, if applicable.
After generating a form, the form can then be printed, saved to a selected location, added to the loan as an attachment, or emailed to selected recipients, etc. Some forms may require that the details be completed after it is generated.
Click the Previous
icon 
to select another form to print for the same
loan, if applicable.