Release Notes & iUpdates
Point of Sale
2801 Loan search across multiple data folders
Advanced Search enables you to search across multiple data folders to locate a prospect or borrower file.
- Open Point.
- From the Navigation Panel, select Advanced Search...
- Select the data folders where the file may be located.
- Select whether it is a Prospect or a Borrower.
- Enter your search criteria and click Search.
- From the Loan Search Results window, double-click the loan file to open it.