Using InterActive vForms to make an Excel Spreadsheet from the Data in your LOS or CRM software:

You now can take the data in your loan origination software or contact management systems and download this information into an excel spreadsheet for your use. InterActive vForms has  this advanced feature  built into the software.  Please see the following instructions to learn how this advanced feature of InterActive vForms works.

Step One: Arrange the view in vForms to select the appropriate columns for the data you wish to transfer to an Excel spreadsheet:

(This step was explained in vTip #7)

(When instructions refer to "Click", this refers to clicking the left top side of your mouse unless specified otherwise)

1. Open your InterActive vForms by double clicking the vForms icon on your desktop.
2. Click on your "Borrowers", "Prospects", or "Contacts" icon, selecting the icon that represents the database files that you wish to load into your InterActive vForms screen.
3. The names of the contacts will appear on the screen. The first column will be the name of your borrower, prospect, or contact. InterActive vForms initial installation defaults to having the Name, Phone, Amount, and Rate columns showing.
4. Right Click on one of the names listed. The menus will give you three options: (Customize View, Save View, and as Address). Left click your mouse on the "Customize View".
5. A "Drag items to / from header" screen will appear.
6. Including the columns already showing across the top of the screen, you have 21 fields you can select and drag to the top of the screen for viewing and sorting.
7. Point to the field you wish to load, left click and hold your mouse down and drag this field upward  to the top of the headings until the circle with the line through it turns into two red arrows. At that time, release your mouse and that field will be added to the screen view.
8. If you have a heading that you do not wish to have showing at this time, left click on that heading and hold your mouse button down while you drag this field off the page and release your mouse.
9. When you have the columns showing that you wish to keep, right click your mouse on a contact name and right click "Save View".
10. NOW YOU ARE READY TO CREATE AN EXCEL SPREADSHEET USING THESE COLUMNS AND DATA. GO TO STEP TWO:

Step Two: Creating an Excel spreadsheet with the selected data:

1. Click on the name of the person to start your list, hold down the "Shift" key and use the Down or Up Arrow on your keyboard to highlight the names you wish to select (this feature available only in the Professional Version of InterActive vForms).
2. Click "File".
3. Point your mouse to "Export to".
4. Click on "Other File..."
5. Go to the "Save as type" box and click on the down arrow and select "Excel Worksheet".
6. Name the file in the "File name:" box.
7. Click "Save".
8. Excel will open with the list of names and information you have selected. Space the columns and save the changes when you choose to close the file.

Email or call us if you have specific questions on how to maximize the potential of InterActive vForms for your business. We will be happy to write vTips for all of our users to benefit from your comments or questions. Thank you for being a vLoanPort and InterActive vForms preferred client.