| vTip #32 -
Downloading returning E.A.R.S. 1003 data into a vForms FNMA database and
repopulating the 1003 form using the updated information: The Professional Edition of vForms allows
you to email a 1003 application form to your borrowers or prospects. They can
edit this form on line and return these updated changes to you via email by
clicking on a submit button created by vForms!
You are presently given
two options when this edited 1003 document is returned to you from your
borrowers:
- Repopulate the edited data into the
same form.
- Drag and drop this data into a vForms
FNMA Database allowing you to import this into your LOS.
1003 application
documents should be downloaded into this vForms FNMA database. Other vForm
E.A.R.S. files should be downloaded into the vForms Data database - See the
vTips #20 and #21.
vTip #19 showed you how to email E.A.R.S.
technology forms and documents and vTip #31 gave you the instructions on how to
create a FNMA database for downloading data from your returning 1003 E.A.R.S.
files. This vTip #32 will show you how to download your returning forms into the
vForms FNMA database created in vTip #31 or to repopulate your new data into the
original form for printing.
STEP ONE: Receiving your
returned 1003 application E.A.R.S. form from your client:
- Open your client's email. The returning
edited and updated file will have a .fdf extension.
- Drag this attachment and to your
computer “Desktop”. AOL users should download the .fdf file to their “Desktop”
when prompted by AOL.
- Open your vForms by clicking on the
vForms Icon on your desktop.
STEP TWO: Repopulating the 1003
application vForm with the returning updated data contained in the .fdf file:
- Reduce the screen size of your vForms
allowing you to see the library section of vForms and your .fdf file placed on
your desktop in STEP ONE above.
- Click on the .fdf file on your desktop,
hold the left side of your mouse down and drag this .fdf file into the library
forms area of your vForms.
- The data in this .fdf file will open
the 1003 loan application form and repopulate this form with the updated
information from your client or borrower.
- You are now able to print this form for
your loan files.
STEP THREE: Downloading
returning E.A.R.S. email form into your vForm Database:
- Open your vForms database by clicking
on the appropriate Borrowers, Prospects or Contacts icon on you desktop and
selecting the FNMA location file (you created this vForms FNMA data file
following the instructions in vTip 31).
- Reduce the size of your vForms screen
so you can see the .fdf file on your desktop (same as in STEP TWO).
- Click on your .fdf file on your
desktop, hold down the left side of your mouse and drag this file into the
"Name" area in the left side of vForms.
- The FNMA database will show the name of
the borrower on this file.
- If you have additional incoming 1003
E.A.R.S. files, follow the same procedure outlined above. When you drag these
files into your vForms FNMA database, you will notice the file will be named
with the borrowers name.
- The client updated data will be loaded
into this file for your retrieval using your LOS system.
- To save this data: Click on any of the
other vForms icons (Borrowers, Prospects, or Contacts)---you will be prompted
to save the file, click "Yes".
STEP FOUR: Accessing and
importing this file into your LOS system from the vForms FNMA database:
- Open your LOS system and review the
"Help" section on how to import a FNMA file using your specific software LOS.
- Select your file to import and follow
the LOS instructions.
- Importing FNMA 1003 application forms
is usually found under "File" or "Communications" and then import/export
functions.
- If you need further instructions or
assistance, please contact us or your LOS software system. vForms data file
and the additional forms will be downloaded into the data file.
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