1501 Creating a master file template

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.

1501 a

   3. Click the New button.

1501 b

The Borrower Master Template is displayed.

1501 c

The template resembles a typical borrower file.

1501 d

   4. 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.
   5. Click Save when finished entering data for this master template.
   6. Enter a File name and click Save.