Fund News and Alerts

3.01 How do I add a new Postal Code?

From the Modules menu, select Maintenance (Lists), then choose Postal Code and click OK.
Click the Insert icon.
Enter the Postal Code and select the Municipality.
Exit the module and save changes.

06/26/2015

From the Modules menu, select Maintenance (Lists), then choose Municipality and click OK.
Click the Insert icon.
Enter the Municipality Name, County, Municipality Type and Payment Time.
Exit the module and save changes.

06/26/2015

Open the Contacts module.
Select the Contact Type of the Closing Agent (i.e., Corporation, Partnership, Other, or All).
Enter the name of the Closing Agent and click OK.
Select the Employees, Partners, or Associates tab, depending on the Contact type.
Click the Insert icon.
Select the Closer from the contact list, or enter the name and then click the New button.
If the Closer is a signatory, check the Sign box.
Exit the module and save changes.
Open the Closing File module.
Select the Closing Agent tab. Verify that this is the correct Closing Agent.
Select the new name from the Closer list.
Exit the module and save changes.

06/26/2015

Open the Contacts module.
Select the Contact Type of the Title Agent (i.e., Corporation, Partnership, Other, or All).
Enter the name of the Title Agent and click OK.
Select the Services tab. Be sure the Title Agent Service is checked on.
Click the Insert icon, select the new underwriter name, and enter your Agent #, if applicable.
If the underwriter name is not in the contact list, you will need to add a new contact with the service of Underwriter.
Open the Closing File module.
Select the Title Agent tab. Verify that this is the correct Title Agent.
Select the new name from the Underwriter list.
Exit the module and save changes.

06/26/2015

From the Preferences menu, select Account Maintenance.
Click the Insert icon and enter the Account No. and Account Description.
Exit the module and save changes.
The account is now available for selection on the General tab in the Closing File module.

06/26/2015

Open the Closing File module, select the Property tab, then select the Legal tab.
Position your cursor where you want to insert the degree symbol and click the Insert Degree Symbol icon on the secondary tool bar. The legal description flows to all applicable documents.
If you want to add the degree symbol to a specific document, place the cursor where you would like to insert it. If you need to insert the degree symbol into a field, first click the Replace Field with Text icon.
Hold down the Alt key and enter the numbers 0186 using the numbers on the numeric keypad.
Exit the module and save changes.

06/26/2015

Click the Switch Active Closing File icon.
You can search for files by Closing File Number, Buyer Name, Seller Name, Subdivision Name, Lot, Unit Block, Building, and/or Street Address.
Click Browse once the information is entered.
Select the file and click OK.

06/26/2015

The Closing File Copy utility allows you to copy all or part of an existing file to a new closing file. This is very helpful when you are preparing a closing in the same subdivision or condominium. By creating a master closing file, you can include information such as buyers, sellers, conveyance clauses, title insurance commitment and policies, documents, properties, HUD-1 fees, and other typically required information. You would then use the master closing file to copy information to new closing files.
From the Utilities menu, select Closing File Copy.
Enter the Closing File Number for the file to be copied and click Browse, or just click the Browse button to find the default file.
When the correct file is selected, click OK.
Enter the New File number.
If you want to copy the entire file, click the Select All tabs icon. This selects all items on all tabs.
If you want to copy only the current tab, click the Select Current Tab icon. You can copy as many tabs as you want. You can also deselect specific item(s) on a tab.
Click the Copy File icon or exit the module and save changes.
This starts the copy of the selected information into the new file. When the copy is complete, you will be asked if you want to switch to the new file.
Select Yes to switch to the new file.

06/26/2015

Note: When a Closing File is deleted, all contacts associated with that file are also deleted, unless they are used in other Closing Files.
From the Utilities menu, select Closing File Delete.
Enter the Closing File Number to be deleted and click Browse.
Select the file to be deleted. When the file is selected, details about the file, such as Opened Date, Closing Date, Property Name, and Lender Name, are displayed in lower portion of the window. Then click OK.
A Warning window is displayed. Click the Yes button to proceed.
When completed, the Closing File Delete Status window is displayed with the total number of files deleted.
Click OK to close the window.
If the active Closing File is deleted, the Switch Active Closing File window is displayed.

06/26/2015

Note: When a Closing File is deleted, all contacts associated with that file are also deleted, unless they are used in other Closing Files.
From the Utilities menu, select Closing File Delete.
To view a list of all files, delete the Closing File Number and click Browse.
To view a list of all Cancelled or Closed files, delete the Closing file Number and select the appropriate status from the Status list. Then click Browse.
You can also specify a date range and/or Property, Buyer, or Seller Names.
To select multiple consecutive files to be deleted, select the first file and hold down the Shift Key, then select the last file and click OK.
To select nonconsecutive files, select the first file while holding down the Ctrl key and continue holding the Ctrl key until all the files are selected. Then click OK.
A Warning window is displayed. Click the Yes button to proceed.
When completed, the Closing File Delete Status window is displayed with the total number of files deleted.
Click OK to close the window.
If the active Closing File is deleted, the Switch Active Closing File window is displayed.

06/26/2015