Running Scripts

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Step 1. To run an existing scripts or any custom scripts that you have created, open the Reports Tab and choose All Loans. Right click any loan and select the script that you wish to run.

For demonstration purposes we will be selecting the "Change Home/Mail Address to Property Address" Script that has been pre-written in the Scripts section of the Setup options.

 

ScriptReport

 

 

Step 2. On the script drop down list choose "Change Home/Mail Address to Property Address" script.

 

ScriptChangeAddress

 

 

Step 3. Right mouse click on any BorrowerName that has a recently closed purchase transactions and click on Run This Selected, the home address of the selected borrower will then change to the property address.

 

ScriptRunThisSelected

 

 

Note: To select multiple loans, you can filter your borrowers by Loan Purpose by clicking on the column title "LoanPurpose" (as shown below) this will organize all the loans by LoanPurpose, then hold down your Shift key while selecting the first purchase in the list then the last purchase in list, this selects all the loans in-between the first and last. See Keyboard shortcuts

 

LoanPurpFilter