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      1803 Importing Contour files into Point

      Point does not offer an automated tool to import Contour files into Point.

      To convert Contour files to Point files:

      • Convert Contour files to Fannie Mae format.
      • Import the Fannie Mae files into Point. Fannie Mae format contains all the Loan Application data.

      To convert Contour files to Fannie Mae format: (Instructions may vary depending upon your version of Contour)

      1. Open the Contour file you want to convert.
      2. In Loan Handler 5.0, click the E-Commerce icon. In Loan Handler 4.2, go to the Menu bar and select Utilities > EDI Communications.
      3. From the Menu bar, select File > Export > Fannie Mae DU 3.0.You should receive a message once the file has been converted.
      4. Repeat steps 1-3 for each of your Contour files. When all Contour files have been converted to the Fannie Mae format, open Point.

      Importing one Fannie Mae format file at a time:

      1. In Point, open a new Borrower file.
      2. From the Menu bar, select File > Import from > Fannie Mae DO/DU (Local).
      3. Browse to the location where you stored the Fannie Mae file you converted from Contour format.
      4. Double-click the Fannie Mae file to import it.
      5. When the file has been imported, go to the Menu bar and select File > Save to save the file in Point.

      To import multiple Fannie Mae files into Point:

      1. Open Point.
      2. In the Navigation Panel, open the Loans tab.
      3. Select the data folder where you want to create the files.
      4. Enable Auto File Naming by going to the Menu bar and selecting Utilities > Auto File Naming > Prospect or Utilities > Auto File Naming > Borrower.
      5. In the Navigation Panel, click the Templates tab.
      6. Select Data Import, then click the New button. A blank Data Import template opens.
      7. Click the Import Format dropdown list and select either Fannie Mae 3.0 or Fannie Mae 3.2.
      8. Click Batch Import and enter the path to the Fannie Mae files that were exported by Encompass. Use*.*to import every file in the folder. (For example: C:\Contour\HNDSTND\*.*)
         

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      9. Choose whether the new files will be Prospect or Borrower. Auto File Naming must be enabled for the file type.
      10. Click Start Import to import the files.
      11. When the import is complete, go to the Navigation Panel and click the Loans tab