2801 Loan search across multiple data folders

Advanced Search enables you to search across multiple data folders to locate a prospect or borrower file.

1. Open Point.
2. From the Navigation Panel, select Advanced Search...
3. Select the data folders where the file may be located.
4. Select whether it is a Prospect or a Borrower.
   
   

   

5. Enter your search criteria and click Search.
6. From the Loan Search Results window, double-click the loan file to open it.