Fund News and Alerts

  • 2.06 How do I edit a split on the Balance Sheet?

    • To edit a Split, select the original amount that was split, then click the Split icon.
    • Here you can change, add, or remove amounts.
    • Click OK when finished.
    06/26/2015

  • 2.07 The Export icon on the Balance Sheet is disabled. Why?

    • The Export icon is disabled if there are negative disbursements that have not been combined with other line items, i.e., a negative Aggregate Accounting Adjustment amount.
    • The Accounting Export function is also disabled if you are out of balance.
    06/26/2015

  • 2.08 How do I fix the Balance Sheet when it does not match the HUD?

    • Open the Forms Tracking module.
    • Select the Title Agent, Underwriter, Form Type, and Form No. (without Prefix), and click OK.
    • Change the Form Status from Used to Received.
    • Exit the module and save changes. The serialized form is now available for selection in a new or existing file.
    06/26/2015

  • 4.01 How do I add an unnumbered note in a Requirement or Exception to the Commitment or Policy?

    • Open the Commitment or Policy module.
    • At the end of an existing Requirement or Exception hit enter and enter the note.
    • Exit the module and save changes.
    • Open the Documents module and select the Commitment or Policy document. There will be an unnumbered note on the document.
    06/26/2015

  • 4.02 How do I add the clause language for the lender name of insured?

    • Open the Commitment module and select the Mortgagee tab.
    • Place your cursor in the Name of Insured field after the lender name.
    • Select the Clause Library icon (blue grid with pencil). There are three standard clauses available for the Name of Insured. Hint: You can add other, user defined clauses for lenders. (How do I add a User Defined Clause to the Clause Library?)
    • Select the appropriate clause and click OK.
    06/26/2015

  • 4.03 The Master Property Exceptions are not showing in the Commitment module. Why?

    • The Exceptions will not show if the Master Property was not entered in the Closing File module or if the Commitment module was opened before entering the property in the Closing File.
    • If the Master Property was not entered: Open the Closing File module, click the Property tab, and insert the Master Property.
    • If the Commitment was opened prior to the Property being entered in the Closing File module: Open the Commitment module, click the Copy Master Property Exceptions icon, and then click Add.
    06/26/2015

  • 5.01 How do I delete a Contact?

    • Open the Contacts module.
    • Select the Contact Type (i.e., Corporation, Estate, Guardianship, Individual, Other, Partnership, Trust, or All).
    • Enter the name of the contact and click OK.
    • From the File menu, select Delete Contact.
    • A Confirm Delete window is displayed.
    • If Yes is selected and the contact is already used in a closing file, the contact cannot be deleted.
    • If the contact cannot be deleted, you can change the contact to inactive by clicking the Active check box to remove the check mark. The contact will no longer be displayed in the list of active contacts.
    06/26/2015

  • 5.02 How do I correct a Contact name?

    • Open the Contacts module.
    • Select the Contact type (i.e., Corporation, Estate, Guardianship, Individual, Other, Partnership, Trust, or All).
    • Enter the contact name and click OK.
    • Make the corrections and save changes.
    • If the contact is a Buyer or Seller in the active closing file, the Buyer or Seller Update window appears and displays the proposed name revision(s).
    06/26/2015

  • 5.03 Multiple Tier Contact - I need help setting up a buyer/seller that has a corporation (or legal entity signing for it.

    • To setup a 3 tier signature block where a buyer/seller is a Corporation or LLC and they have another Corporation or LLC signing for them the following steps will have to be completed:
      1. First set up the middle tier or the company who is signing for the entity.
        1. Under the Contacts Module, select the Contact Type = Corporation, fill out the name and click on the “new” button
        2. Under this Corporation, go into the tab that says Employees to add the individual who will be signing for this company
        3. NOTE: If you are not sure of the individual to sign, please select the contact titled “unknown”. You must have someone added under the employee tab of this contact for your signature block to appear.
        4. Once you add the Employee name, be sure to select their title and check off the “sign” box
      2. Next open the Contacts Module, select Contact Type “Other”, fill out the name of the main entity of the signature block and click on the “new” button. This will add the main seller/buyer to the Contacts list. Select the “Associates” tab and then double-click in the Legal Entity box (this enables us to add (insert) a Legal Entity (IE: Corporation, Other, Trust, etc…) and then click on the Insert Button (the little green plus sign ). From there look for the 2nd tier contact we previously setup as a corporation. Once located, highlight it and select “OK” or double-click on it and this will populate it into the Legal Entities box. You should also see the individual for the second tier contact displayed in the box below Legal Entities.
      3. Once this has been completed and saved, add the main entity contact that we setup as OTHER on the buyer or seller tab in the Closing File Module. You can then check the Seal or go into your documents (in the Docs module) to see how the signature block appears.
    06/26/2015

  • 6.01 How do I connect to the database?

    • One Client Not Connecting:
      1. Make sure that the PC hosting the DoubleTime database is connected to the office network and there is internet access
      2. End all Quick Book processes on the PC or Server hosting the DoubleTime Database
        1. From the database PC or Server go into Start Task Manager.
        2. Select the Processes tab
          1. End all processes that start with QB
    • All Clients Not Connecting:
      1. Go to the PC or Server hosting the DoubleTime Database
        1. Open the DoubleTime Database Service
          1. Start >Control Panel > Administrative Tools > Services.
        2. Check the status of that service.
          1. If the service has been stopped
            1. Highlight the service and select the Start option.
          2. If it is already started
        3. Highlight the service and select the stop option and then the restart option
        4. Ensure that the Windows Firewall (or any other firewall being used) has a program exception added for DoubleTime's Database service
          1. The program exception that must be added is C:\Program Files (x86)\The Fund\DoubleTime\SQL Anywhere\bin32\dbsrv11.exe
      2. Test the DoubleTime clients by opening DoubleTime
      3. If the DoubleTime clients are not connecting, please contact the Help Desk at 800-421-9378
    06/26/2015

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