IHM contains a number of speed buttons or “icons” that recur throughout the program. The icons will perform the same function in each location. Speed buttons or icons are located directly beneath the menu and can be selected with a mouse for many of the more useful features of the In House Mortgage program. Among other things, icons can be used for printing, loan status, viewing the loan summary, running a credit report, sending e-mail, use a calculator, and to check if fields are completed for pre-qualifying.
Loan Ledger
The loan ledger screen contains several icons that are identified and described below.
Icon #1 – Exit. The Exit icon represents a doorway. While in the Loan Ledger, selecting this button will close the screen and exit the program. This icon can be found at the top left of every other screen as well and is used to exit the screen. If data has been changed within the screen, a prompt will appear asking if the new data should be saved.
Icons #2-5 – VCR Buttons. These icons are commonly referred to as a VCR buttons. They allow the user to move throughout a list. The first button (icon #2) highlights the first record of the list while icon #5 highlights the last record of the list. Icons 3&4 allow the user to scroll the highlighted item one record at a time, up with icon #3 and down with icon #4.
Icon #6 – Delete. This icon is used to delete the highlighted loan in the Loan Ledger. It performs the similar function of deleting any highlighted item on a list wherever it is located. The system will prompt the user to confirm that the item should be deleted.
Icon #7 – Add. This icon is used to perform the all-important add a loan feature while in the Loan Ledger. It is also commonly used in the Print Forms screen to add a print form that may not appear on the initial print form list or to add a condition item on the loan status sheet.
Icon #8 – Copy. While in the loan ledger screen this icon is used to create a copy of the highlighted loan.
Loan Overview
The Loan Overview screen contains nine icons that can be used as shortcuts to various functions relating to the loan. The illustration below shows how the tool bar section at the top of your Loan Overview screen
appears.
Icon #1 – Exit. The Exit icon is used to exit the borrower file and return to the loan ledger. This icon can be found at the top left of every other screen as well and is used to exit the screen. If data has been changed within the screen, a prompt will appear asking if the new data should be saved.
Icon #2 – Print. While in the Loan Overview screen this icon is used to open the Print Forms screen where a user can select from over 300 documents to print, view or email in PDF format. While in other screens the icon is used to print any document(s) associated with that screen. For example, when in the Deposit Information screen, selecting the icon will cause a VOD to print. When viewing the Print Forms list the Print icon will print all forms selected with an “X” in the leftmost column. When directly viewing a print form, clicking the icon will cause only the page being viewed to print. Selecting the Print icon in the figure below will print the Summary of Transaction and the Good Faith Estimate.
Icon #3 – Document Status. Selecting this icon will open the Document Status screen.
Icon #4 – Loan Summary. Selecting this icon will open the Loan Summary screen.
Icon #5 – Export to Credit Report. Selecting this icon will open the Export to Credit Report screen where the user can specify what type of Chase credit report to order and for which borrower(s). If a credit report has already been ordered the icon will yield an order status when selected.
Icon#6 – Import Data. This icon only exists when there is information that is ready to be imported into the system. Selecting the item causes the import to commence.
Icon #7 – Email. Selecting this icon while in any screen brings up the Select Email Addresses screen. When selecting this icon while in the Print Forms screen, a .PDF file of all the “X” marked items will be created. Selecting the icon while viewing a print form will cause a .PDF file of that particular print form to be created. Email addresses may then be selected and the email composed and sent. All email sent from the loan file is recorded in the conversation log.
Icon #8 – Calculator. Selecting this icon from anywhere in the system opens an on-screen calculator.
Icon #9 – Prequalification Data Check. This icon allows the user to view the itemized prequal data check. If the icon is red it denotes that at least one of the data check items fails to meet required criteria. If the icon is yellow it denotes that at least one of the data check items has a value that warrants a Warning status. If the icon is green, it denotes that all of the required data check items meet the criteria.
General Screens
There are several icons that will also appear on screens other than the Loan Overview and the Loan Ledger. Below is the menu bar from the Document Status screen, which contains more icons than any other screen.
Icon #1 – Exit. The Exit icon is supposed to represent a doorway. This icon can be found at the top left of every screen and is used to exit the screen. If data has been changed within the screen, a prompt will appear asking if the new data should be saved.
Icon #2 – Save. The Save icon performs the same function throughout the program. Selecting this icon will save any changes or new items that have been entered into the screen or form. Upon saving, the screen and form will remain open.
Icons #3-6 – VCR Buttons. These icons are commonly referred to as VCR buttons. They allow the user to move throughout a list. The first button (icon #3) highlights the first record of the list, while icon #6 highlights the last record of the list. Icons 3&4 allow the user to scroll the highlighted item one record at a time; up with icon #3 and down with icon #4.
Icon #7 – Add. This icon is used to add a record while in a screen containing items that can be picked from a list. It is also commonly used in the Print Forms screen to add a print form that may not appear on the initial Print Form screen or to add a condition item on the loan status sheet. When selected, a list of all the available options will appear. Select the item to add by pressing the space bar to put an “X” in the leftmost column. Scroll between highlighted items using the VCR buttons, arrow keys or, mouse.
Icon #8 – Delete. This icon is used to delete the highlighted item from a list. The system will prompt the user to confirm that the item should be deleted.
Icon #9 – Select. This icon, designated with an “X”, will select or de-select all the status items on a list. For example, if a list of print forms is showing, clicking this icon will place an “X” to the left of each print form so that they will all be printed when the print option is selected.
Icon #10 – Print. This icon will only appear when a printable form is associated with the screen. Selecting the icon will cause the form to print. For example, selecting the icon while in the Deposits screen will cause a VOD to print.
Icon #11 – Print Preview. Selecting this icon will take the user into the form associated with the screen to allow for viewing and editing. Once in the form, it can be printed or emailed using the form toolbar.
Icon #12 – .Create .PDF and email. Selecting the icon will cause the form associated with the screen to be
created as a .PDF file for email and will open the Select Email Addresses screen. For example, selecting the icon while in the Deposits screen will cause a .PDF of the VOD to be created
Icon #13 – Calculator. Selecting this icon from anywhere in the system opens an on-screen calculator.
