Printing the Loan Application and Loan Officer Worksheet

Screen ID:

Screen Title:

Panel Number:

UPRTFRM-01

Print Loan Application Forms

5155

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Helpful Resources

Learn how to complete tasks related to loan applications and opening a new loan.

Screen Overview

This screen is used to print standard or custom loan forms. For custom forms, use the fields in the middle of the screen to enter the form code. HINT: Simply double-click on any item in the list to fill that code into the next unused field.

Warning: Since multiple people can be working a loan application at the same time, it is possible for updates to be overridden by another user. Use caution when making changes on the various loan application screens and be sure to verify the change.

NOTE: The label above the listing of forms indicates whether you are looking at CU*BASE Standard Forms or eDOC Forms.

I select a loan request and then when I am on the loan application screens, I do not see all ten buttons at the bottom of the screen. Why is this happening?

Select the forms you would like to print. (Directions are included in the Field Description section below.) When ready, use Enter to print. A confirmation message will appear when the form has been generated; use Cancel (F7) to exit.

Field Descriptions

Field Name	Description
Printer ID	Specify the printer on which forms should be printed. Click the lookup button $images\magnifyingglasslookup_shg.gif$ to see a list of your credit union’s configured printer IDs. If configured, you can also print loans to an electronic printer.
Drawer	Select the printer drawer to print the form to.
Copies	Use this to specify how many copies you would like to print (for all reports selected).
Application type	The Standard Application is 5 pages and includes all of the fields entered in the application screens. The Short Form Application is one page and includes only a limited number of fields.
Include applicant comments Include co-applicant comments	You may choose whether to include any applicant or co-applicant comments that were entered on the Misc/Comments screen. These will print as an “addendum” at the bottom of the form.
Loan officer worksheet	For the Loan Officer Worksheet showing a summary of financial information, you may print data for the applicant and co-applicant combined (1) or separately (2).
Print	If your credit union has custom forms that can be printed before the loan account is created, they will be listed at the bottom of the screen. Check the box to indicate which forms you would like to print. This is a custom loan form design option; contact a client service representative if you are interested in this option for any of your custom loan forms. You can default loan forms to appear checked on this screen, saving your lending officers time and to reduce training time! Forms that default to the screen are configured in the Default Forms screen in the loan product configuration.

Additional Video Resources

View more lending videos.

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