All disclosures may be accessed through the loan overview screen by selecting FILE > Print Forms.
Once you have selected FILE > Print Forms another screen will appear called the Print Form List. The Print Form List contains documents that are specific to the loan.
You may filter the documents by Forms Group to better view, print, and send necessary documents in a timely manner. Selecting a specific group will filter the documents for the corresponding Forms Group.
If you need to add additional forms you may do so by selecting the "+" Button on the Print Forms List.
If you want to view a specific document and its content you can double click on the document, select the "Show Form On Screen Button" , or select the FILE > Print Preview in the menu bar.
Printing Forms
To print document(s), you need to select the desired document(s) by placing an "X" on the left side of the document. Once you highlight the desire document(s) in the "X" column you can press the space bar on your key board to select or deselect the document by placing an "X" in the column. Or you can click EDIT > Select or Select All in the menu bar.
Note: You can select multiple documents to print Once you have selected the desired document(s), you can print the document(s) by selecting the Print Forms Button or select FILE > Print from the menu bar.
Other Features
- All print forms can be saved to a disk or hard drive directory in Adobe Acrobat format using the FILE > Create PDF File option from the menu bar.
- The FILE > Printer setup feature allows the printer destination, paper size, and orientation to be selected. Most print forms are defaulted to the correct settings.
- The OPTIONS > Date Override feature, found under the heading of the Menu bar, allows a user to override the dates listed on a print form with a date other than the date of printing.
- OPTIONS > Lender Name Override When a broker or lender’s name has been completed in the Contacts section of the Navigation Tree, a user has the option of listing the Lender or Broker’s name on all of the print forms. For wholesale lending business, this feature may be used to print the residential loan application or other disclosures in an alternate name.
- OPTIONS > Print Forms as One Job may be selected to process large print jobs for some printers. Please note that this lengthens the time to complete the printing of forms.
- All print forms containing notary sections have two gray fields, one to designate the type of entity (i.e. 'County of'), and one to designate the entity name (i.e. 'Honolulu').IHM allows users to email all forms and worksheets in PDF format directly from the system. The email feature helps make the loan process extremely quick and simple for all parties involved. For example, completed loan applications and origination docs can be sent to a borrower within minutes of an inquiry, requiring only the borrower’s signature and review of the form. The system also provides editable email templates relating to common loan issues. No longer does an explanatory email of the transmitted documents need to be composed for every communication. In addition, the conversation log records every email sent from the system along with basic loan information, such as program, rate, points, and total fees at the time of the email.
Emailing print forms and other items
This feature allows a user to e-mail print forms to anyone on the Internet in Adobe Acrobat format. While viewing a print form or worksheet, select the email icon to create a PDF file of the form being viewed. The email address selection screen will appear. Any email addresses selected will populate the “To:” field of the email screen. Multiple email addresses may be selected by holding down the Ctrl key while left clicking on additional email recipients from the list.
To E-Mail document(s), you need to select the desired document(s) by placing an "X" on the left side of the document. Once you highlight the desire document(s) in the "X" column you can press the space bar on your key board to select or deselect the document by placing an "X" in the column. Or you can click EDIT > Select or Select All in the menu bar. Note: You can select multiple documents to E-Mail. You may setup a password for the document(s) for security.
For addresses not chosen on the initial address selection screen seen above, use the Lookup icon at the right of the addressee fields to select the email recipients from a list of all the email addresses associated with the loan. This feature makes it especially important to include the email address when setting up new contacts. Type an email address directly into the addressee field(s) if an email needs to be sent to an address other than one on the list. Multiple email addresses can be selected by using Ctrl-click while selecting from the addressee list or separating the addresses with semicolons. The email feature does not require users to have an e-mail program running at their machine and will show the return address as the user's address listed in the employee setup screen. Email closings and any merged phone numbers or address information will populate with information relating to the user signed on.
Note: The document(s) is attached as a PDF file.
