2630 Converting a Classic URLA 3.2 to a New redesigned 3.4 URLA file

To convert a Classic 1003 file to a New URLA file:

1. Open Point.
2. Select and highlight the file to copied from the Loan Search Resultsscreen but do not open it.
3. Click the Copybutton from the top right of the workspace.

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4. Select the data folder where you want to save the file.
5. Check the checkbox Copy only 1003 data to start a new loan including co-borrower.
6. Select a naming option.

Manual Naming: Manually enter a filename for the new file
Auto File Naming: automatically generates a file number for the new copied file.

Select OK

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7. If Manual Naming was selected name, the file.

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8. Update the Loans Search Results screen by clicking on Search and the new file will display.

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NOTE: This will copy the entire application but does not any documents.

 

2813 Copying a Point file