+What`s New In WorkCenter 5.0
Contents
1. Item Mame Divorce Divorce Attorney ist Ltr Divorce Plan Divorce Attorney 2nd Ltr Raving Fans Jk White F Fil Eb afr ea Today e 3 Days a Week Month Year E Schedule IE Action Plans Reports O Library nie Web Center 7 TT Letters Emails vers Jonathan Klein SUE Woodard Item Mame During Purchase Email OF ii La U1 Buyer Beginning Transaction E 0z Seller Beginning Transaction User manuals can be found on our website www vForms com under the Training Support tab for using both the Jonathan Klein and Sue Woodard Libraries and Action Plans Microsoft Vista Operating System As we all know Microsoft has launched its Vista Operating System There are many additional security features incorporated inside the Vista Operating System If you are a present Vista user you are aware of the issues that Microsoft is consistently addressing We also expect several major additional enhancements to be released by Microsoft within the Vista Operating System WorkCenter 5 0 now operates with Vista Operating Systems WorkCenter will now operate very efficiently on a computer to computer basis with the Vista Operating System If you are sharing a database you know can have Vista and Microsoft XP operating systems sharing the same database As Microsoft continues to enhance and improve their Vista Operating System WorkCenter will keep pace with their improvements in the 5 0 versions of2. Major software code creation was needed inside WorkCenter in order to operate with the new Vista 2007 Outlook WorkCenter comes standard with one way calendar and contact synchronization from Outlook into WorkCenter 5 0 WorkCenter users have the ability to acquire an add on data synchronization module that will allow PDA users the ability to transfer WorkCenter data and calendar items back to the Vista Outlook 2007 program This will allow all PDA users to then sync their Outlook data to their PDA device Vista Office 2007 Word and Excel We at vForms expect Microsoft to continue to modify their new Word 2007 and Excel 2007 file formats If you are a Vista Office 2007 user you have come to realize that Microsoft has added an x to the end of their file formats for Word and Excel The Word file extensions are now named with a DocX and the Excel file extensions are changed from the xls to a XLSX extension format We at vForms have decided to wait a short time to see if there is any major revision by Microsoft on this file format of their Word and Excel files At this time we do not expect Microsoft to change We will be releasing a small revision of our 5 0 version in the near future that will be compatible with these formats in our import wizard for Excel and being able to drag and drop your 2007 Word files into our library While importing a Word Document or Excel Spreadsheet into our WorkCenter library please save the docume
3. Campaign Divorce Sttorney Mot Intere Divorce Attorney Partner Ci Divorce Client Post Consutle Financial Planner Campaign Lead Follow Up Long Term Prospect Follow Mews Letter Invitee Therapist Campaign Therapist Mot Interested Ce D oO OO AAJA o oOo o o alo Therapist Partner Contact Sue Woodard Jonathan Klein Library Tabs Sue Woodard and Jonathan Klein are both major alliance partners of vVForms We offer as an add on four libraries with pre designed action plans Sue Woodard English Marketing Sue Woodard Spanish Marketing Jonathan Klein Divorce Attorney Marketing Jonathan Klein CPA Financial Planning When you download your 5 0 WorkCenter and Database under the Library Tab you will see two additional tabs One is marked Jonathan Klein and the other Sue Woodard When you open these tabs you will notice two sample letters for each library This will familiarize you with the add on modules Please contact your national business development officer at vForms toll free 877 498 6888 for more information and pricing options for these additional marketing solutions a LUOT IE gt z center WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 10 of 13 lm Ae Fal ey m Today aoas Week Month Year ge Library amp Web Center E schedule E Action Plans sz Reports Sac Sey Ma CS Letters Emails Flyers Jonathan klein Sue Woodard POPC errr
4. Dates Date4 Dateo Dateb Datey Dateg Dateg Datelo Number i Numberz Numbers Number4 Mumber5 Number6 Number Numbers Numberg Number 10 Yeshol feshoz Yeshos Yeshot Yeshoi Yeshoi Yeshof YesMog Yeshog Yesholo start R Inbox My Pass LUOT I gt ICENTER WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 6 of 13 Contact Spouse First Name and Last Name In WorkCenter 5 0 we now have a first and a last name field for the contact spouse This will allow users of WorkCenter to send emails and letters addressed to the Spouse First Name To find the new fields open a contact record click on the Info Tab and then the Spouse Tab ae Ripken Fred ee Lad a Ld Lad Me at 3 1 Info la E Wi L E E First Marne Tammy j Last Name Ripken E mail kms cami a Children Names and Birthdays WorkCenter 5 0 now has 8 new database fields allowing the user to add 4 children and their appropriate birthdays These fields are also displayed in the reports allowing for database mining of these dates You can find the children names and birthday fields under the Family tab when you open a contact record Select your contact record and enter the appropriate name and birthdays in the boxes displayed below ae Ri
5. WorkCenter CRM Microsoft Vista Office 2007 Compatible Microsoft has released updates to their Vista Office 2007 programs This is a major enhancement by Microsoft from their previous Office 2003 software We expect Microsoft to continue improving the 2007 software and also evaluate the file format they have chosen for their 2007 Word and Excel programs See the notes below about the Microsoft Word and Excel 2007 integration with WorkCenter LUOreic 2 ce MTE En WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 11 of 13 a D Vista Office 2007 Outlook WorkCenter 5 0 1s completely compatible with Vista 2007 Outlook WorkCenter continues to support only Microsoft Outlook in emailing your documents or interfacing with your Action Plans You now have the ability to add contacts journal items pictures documents and leads and link incoming emails to WorkCenter contacts in the 5 0 version of WorkCenter We also expect Microsoft to make some additional revisions to the Vista 2007 Outlook program Outlook Today Microsoft Outlook File Edit View Go Tools Actions Help ac New i d Send Receive a 25 Find Ey Type a contact to find bs ie WorkCenter Q search 2J Add to Contacts g Add to Library re Add as Lead Favorite Folders Inbox Contact and Calendar Office Vista 2007 Integration WorkCenter has enhanced data and calendar integration with the Vista 2007 Outlook
6. vSync COMPLETE RAELATIDNSHIP HAHAGEHEHN Toll free BF 498 REBA wear F ORMS CoRR ty LUOTIC CENTERN WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 13 of 13 eee
7. Contact Other addresscity Contact Other AddressCountry Contact Other dAddressPostalCode Contact Otherdddressstate Contact OtherAddressStreet Contact otherFaxumber Contact OtherTelephoneNumber Contact Owner Contact PagerNumber Contact PersonalHomePage Contact Primary Telephonehumber Contact Profession Contact ReferredBy Contact ShowAddress Contact SpokenLanguage Contact Spouse Contact SpouseBirthDay Contact SpouseBusinessaddresscity Contact SpouseBusiness4ddressCountry Contact SpouseBusiness4ddressPostalCode Contact SpouseBusinessAddressstate Contact SpouseBusinessAddressstreet Contact SpouseBusinessFaxhumber Contact SpouseBusinessTelephonebumber Contact Spousecompany Mame Contact SpouseEmaill Address Contact SpouseEmaile4ddress Contact SpouseFirsthame Contact SpouseLastName Contact SpouseMobile Telephonehumber Contact Spousessh Contact 55w Contact Status Contact Suffix Contact Texti Contact Textio Contact Textil Contact Textl2 Contact Textila Contact Textl4 Contact TextisS Contact Texti6 Contact Textil Contact Textls Contact Textig Contact Text2 Contact Text20 Contact Texts Contact Text Contact TextS Contact Text6 Contact Text Contact Texts Contact Text Contact vendorType Contact WebPage Contact YearsEmplo Contact YesMal Contact YesMolg Contact YesMoz Contact Yeshos Contact veshot Contact veshoo Contact Yeshob C
8. Powered By vForms NCENTERN www vForms com i E E HESE ai nr Makers of WorkCenter amp vSync i i Toll free 877 498 6686 What s New in WorkCenter CRM 5 0 vForms software is proud to announce the release of our WorkCenter 5 0 CRM for mortgage and financial professionals The features and enhancements in this release are based on numerous requests and suggestions from users and beta testers across the country Here is a list of enhancements included in the release of WorkCenter CRM 5 0 1 Direct data syncing into WorkCenter CRM from FNMA formatted files 2 Enhanced data importing wizard including better display features with the ability to save multiple templates 3 Calyx Point 6 2 integration 4 Contact Custom Fields have been increased from 25 to 50 fields 5 Loan Custom Fields have been increased from 25 to 50 fields 6 Contact Spouse First and Last Names have been added to the database 7 Database fields have been added to accommodate 4 children names and 4 children birthday fields 8 Database fields have been added to accommodate Borrower and Co Borrower birthday fields 9 Enhanced Calyx Point vSync Script 10 Added a Change Home Address to Property Address Script 11 Added action plans and documents to accommodate all loan status steps 12 Added Jonathan Klein Contact List Manager Lists 13 Added Jonathan Klein and Sue Woodard sample marketing documents for review 14 Microsoft Vista Office 2007 Outlook Wor
9. ase when the borrower purchases closes and moves to a new home this new script will allow the WorkCenter user to change the home address only and not the mailing address This script is called Change Home Address to Property Address Script You will find this script when you press the F9 key Select a Script to Run O Add Birthdays to Calendar BEAT Act Import BytePro ButePro vSynec O Change Home Address to Property Address Change Home Mail Address to Property Address Email Loan Status Encompass New Action Plans Added The 5 0 version now has additional action plans and appropriate documents to support all phases of the loan status reporting We have added action plans which have new library documents attached to these automated campaigns You can now see we have 11 loan status plans standard inside WorkCenter starting with Loan Status Purchasers Action Plans E schedule E Reports FF Library ms Web Center Al Processing E Management Active Mame o Description C Anniversary Anniversary a Broker Open House Realtor Attendees C Contact Birthday Contact Birthday F Contact Birthday Print Contact Birthday Print F Contact Birthday Spouse Spouse Birthday C FSBO Phone and Letter Follow up Personal conversation Fl Internet Leads Refinances Refinance E r cen Process Purchasers Purchasers 1 _ Loan Pro
10. cess Refinance Refinance O 00000 lz L Loan Status Appraisal Received Appraisal Has Been Received C Loan Status Approved p Loan Has Been Approved C Loan Status Cleared to close Loan Has Been Cleared to Close j C Loan Status Closed Loan Has Been Closed Oo Loan Status Documents Ordered Loan Documents Ordered C Loan Status Funding o Loan Has Funded L Loan Status Opened i Loan Has Opened o F Loan Status Recorded Loan Has Been Recorded Fi Loan Status Submitted Loan Has Been Submitted WOTE 7 CENTERN WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 9 of 13 Jonathan Klein Contact Lists Added WorkCenter 5 0 has the ability to run the Jonathan Klein Divorce Attorney CPA and Financial Planning Letters and Action Plans as an add on feature Jonathan Klein is an industry expert and is the Founder and President of the Certified Divorce Planning Professional Institute and is an alliance partner with vForms For those WorkCenter users who wish to purchase the additional letters and action plans the 5 0 version of WorkCenter already has the group and lists to accommodate these action plans You can find them located under the Contact List Manager Lists under the heading Jonathan Klein Contact Lists EJ Mame eee ee AN e CEGOS es crarcnctiewuanaunnermmnnrdteranicte Clients Date Lists Friends Family Jonathan Klein CPA Campaign Divorce Attorney
11. chnical department has directed your temporary point files to be loaded The easiest way to find the appropriate file is to open your Calyx Point Software and then open a specific borrower or prospect file Once the file is open click File Export To and then Fannie Mae 3 2 Point INVEST 2 BRW wie Edit Marketing Forms eLoanFile weris Track Banker Lenders Services Interfaces BorfCo Bor Utilities Window Help Wel eo mew j Open Ctrl k Allen Marcus Borrower Information Open File clase Borrower First Middle Last o Sutfis Nickname Save Ctrl 5 C Alen i ee S S ee SSN DOB E Mail Subordinate Financing e 23 45 9878 01 15 1952 ore EE H Phone E Phone CellAlk Fas Best Contact a 510 555 1212 800 999 9999 369 369 3698 999 999 9999 rint Preview Print Setup PapenGHLrceets Co Borower Copy from Borrower Print Offset First Middle Last o Suths Nickname eMe SSN DOB E Mail Import From ti Export To Other App fusing export template Alt Fas Best Contact Fannie Mae 3 0 DODU iLocal k 1 INVYESTZ BRW eee gt Darendilpha BRW Fannie Mae 3 2 DODU iLocal Tea SAR Freddie Mac LP 2 1 Local n Type andy POINT for DOS Primary Top 18 168 2 Cox BRW rs I Soe MIE Secondary Se eea You will now see a box appear showing you where the FNMA files are exported under the new versions This computer tree is the same location and path w
12. d Excel Operations 15 WorkCenterPro CRM is available in a monthly subscription basis in conjunction with OriginationPro com Newsletters created by Dave Hershman OriginationPro 16 A new WorkCenter 5 0 User Manual has been created in PDF format with bookmarks 17 Additional training aids and Webinars Direct Synchronization with FNMA file formatted documents WorkCenter 5 0 will now allow you to sync into the database data contained in a FNMA file formatted document As we all know every LOS Loan Origination Software system will export and import FNMA files All the WorkCenter user will need to do for this is to load all of their FNMA files into a selected directory on their computer Once that has been accomplished users will open WorkCenter click on Tools Setup Options and then the Loan Origination Tab and click into the box titled Loan Origination Systems Users then select the FNMA from the drop down menu To effectively use WorkCenter for other LOS users this is a significant enhancement to increase proficiency Once the FNMA option has been selected click into the Loan File Directory link and set this to the appropriate folder where you have loaded your FNMA files cta LUOTIC _ 3 Vicenrer WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 1 of 13 a Se Setup Options a IB Loan Origination Configure sour settings so Work Center can connect bo your currant Loan Origination systar Gee
13. d other B to B sources One page newsletter you can fax monthly Monthly real estate article for prospect conversion Bonus marketing flyers and marketing letters All documents but the HTML emails are provided as Microsoft Publisher Docs or as a PDF both of which can be personalized NOTE Existing WorkCenter CRM users call vForms for special pricing of the NewsLetterPro add on to WorkCenter Call Sales toll free for pricing options 877 498 6888 Additional User Guides amp Webinar training sessions offered for 5 0 users vForms has released a new WorkCenter 5 0 user guide We have also added this guide to our website at www vForms com under the Training Support tab along with a short guide covering Using WorkCenter with Vista and Vista Office 2007 manual We have also updated our Getting Started Guides and other user manuals WorkCenter Webinar Options vForms is offering personalized WorkCenter Webinar training sessions through our Client Services Division These Webinars are priced at a reasonable cost to WorkCenter users We at vForms realize that our mortgage and financial professionals who use WorkCenter can benefit from personalized training or coaching We also realize these professionals have come to use our Webinars to expedite their knowledg and use of WorkCenter while concentrating on what they do best closing more loans and making more money Powered By LUOCreic vForms Y C re A Makers of WorkGenter amp
14. e Contact Business4ddressstreet Contact BusinessFas Number Contact BusinessHomeFage Contact BusinessTelephoneMumber Contact ChildBirthDay 1 Contact ChildBirthDay Contact ChildBirthDay3 Contact ChildBirthDay4 Contact ChildName1 Contact ChildNamez Contact ChildNames Contact ChildName4 Contact Children Contact CompanyMain T elephoneNumber Contact Companyhame Contact CreditRating Contact CustomerID Contact Datel Contact Datelo Contact Date2 Contact Dates Contact Date4 Contact Dates Contact Dated Contact Date Contact Dated Contact Dated Contact Department Contact Emaill 4ddress Contact Email Address Contact Filets Contact FirstName Contact FullMame Contact Hobby Contact HomeAddress city Contact HomeAddress Country Contact HomeAddressPostalCode Contact Homedddress state Contact HomeAddressStreet Contact HomeFaxNumber Contact Home TelephoneNumber Contact Income Contact JobTitle Contact LastName Contact Mailingdddresscity Contact Mailing4ddressCountry Contact MailingaddressPostalCode Contact Mailing4ddressState Contact Mailing4ddressStreet Contact Managerdame Contact MiddleName Contact Mobile TelephoneNumber Contact NickName Contact Number 1 Contact Number10 Contact Number Contact Mumber3 Contact Number4 Contact Numbers Contact Mumberg Contact Number Contact Numbers Contact Numbers Contact Occupation
15. here you will need to direct WorkCenter for syncing Direct it to the PDS folders when you look at your computer once you have located the path If you have problems locating your PDS folders ask your in house technical support for assistance or call us at vForms b gt LUCIE CENTERN WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 4 of 13 Export 1003 data to Fannie Mae DODU Gbal73d4 8930 de8b b206 627483 0e406 Save i Recent a Ej Desktop F B My Documents Pokak p My Computer oe H 38 Floppy As E S Local Disk C Documents and Settings Desktop Local Settings Application Data O Calyx Software My Documents Paint ae Wark Ll a Sbaf 9d4 8930 4e8b b20 When you have located the appropriate PDS folder open WorkCenter Tools Setup Options Loan Origination Tab and then set that location as shown below You will also need to set Auto for Mark Loan for Sync after Edit ee Setup Options Loan Origination Configure your settings so Work Center can connect bo your curren General Email Fax Loan Origination Loan Origination System Point Loan File Directory CAWINPOINT IPDS Folders Username Enter login Mame Custom Fields Scripts Passward pee es Security Acbon Clans Loan File Types Borrower Prospect Loan Unique ID FileName Options Lists Import Script Name Los voyvne IM FNMA Directory CW IPOINT pi ORK Fiter Loan Fi
16. ing you to select three options with the drop down mapping after you have selected your appropriate data sheet for importing These are Journals Contacts and Loans as shown below Import Wizard File preview The wizard has made some guesses about where your field breaks occur If they are not correct you can make adjustments now R Loan E Contact Journal LISA H FRANCE AHHE S DANTEL LARLOS DAYID lt HARYANI REBECC Fidelity Title Fidelity Title 871572007 Stewart Title Stewart Title 541572007 Stewart Title 871572007 KLH 871572007 KLM 8 15 2007 871572007 i Test Leads for Work Center Sheet2 Sheet3 Specifications lt lt Back New gt gt Cancel Once you have selected between the three options you will now see all the fields for that category available for rapid selection in your mapping process for this example we have selected Contact valdez Juan vimaol com p _ Dubonis Frangue fd aol com mpeni Aizan o Darling Mark md aal com File preview BR z aaia Hayes Devon idh aol com The wizard has made some guesses about where your field breaks occur IF Contact Anniversary Contact 4ssistanthame Contact 4ssistantTelephoneNumber Contact BestTimeTocall Contact Birthday Contact Body Contact Businessaddresscity Contact Business4ddressCountry Contact Business4ddressPostalCode Contact Business4ddressStat
17. l Emad sf Fax Loan Origination J l i EE eE e Paint w Custom Fields Loan Fie Dreary Paint RRE R iF Bete Pra Encompass Passed TaS Sanur Fun Loan Fle Tipas nan neque O L ctim Fae Optors f ste port Sarit Hams Los vSenc Oy FRET PAPA Directory LM INP INT ae Pita Loan files br Morker Loan Filter anter ps are mame Bask sare Dale Gaz 0 08 Faak Loan for Syre af bar adt Vers Automated Loan Status sts Yes create Spouse as Contacts Yas oforoeers as Contacts tay Fora Losn File itana era Enhanced Data Importing WorkCenter Wizard The 5 0 version of WorkCenter now has an advanced wizard display screen when importing external data into WorkCenter When you select the option for Spreadsheets WorkBooks the wizard will allow you to load Excel from Office 97 2003 or 2007 file formats Import Wizard File Format This wizard allows you to specity details on how you would like to import data Please select the file format of the data you would like to import Text file bet c ses Spreadsheets Workbooks i Excel file xl DBase file dbf MS Access database mdb C ADO connection w C HTML file htm html C ML file srl Speciications coy LUOT IC i i Mcenrer WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 2 of 13 We have added further enhancements to the import wizard now allow
18. les by Mo Filter Loan Filter enter persons name ILast voyne Date Os 2612007 Mark Loan For Syne after adit Suto Automated Loan Status Lists Yes create Spouse as Contacts Yes CoBorrowers as Contacts Ves Store Loan File Internal ty LUOOTTIC 2 SA CENTER WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 5 of 13 Contact Custom Fields and Loan Custom Fields Increased Previous versions of WorkCenter had 25 contact custom fields and 25 loan custom fields in your database These custom fields consisted of 10 Text 5 Dates 5 Numbers and 5 Yes No fields for your option to rename and use as needed When you review the custom fields you will now have twice the number in your database 20 Text Fields 10 Date Fields 10 Number Fields 10 Yes No Fields for your contact and loan custom fields These fields are located in the same location as previous versions of WorkCenter Click on Tools Setup Options Options Lists button and then click the down arrow to find both the contact and loan custom fields Screen view shows only Contact Custom Fields Renaming of the custom fields has not changed oa WorkCenter uses lis Email f Fax Loan Origination Custom Fields Contact Custom Fi i Texti Script be i Text4 Action Plans Texti Texti Options Lists Text Texti Text9 Text1 Textli Textlz Textli Textl4 Text15 Textl6 Textil Textli Text19 Text20 Datel Datesz
19. nt using the 97 2003 format To accomplish this click on SaveAs and then select the 97 2003 option Importing Vista Office 2007 Excel Spreadsheets into WorkCenter 5 0 WorkCenter 5 0 will import both the 2003 and 2007 file data using our import wizard Itis not necessary to change your Excel 2007 spreadsheet into a 97 2003 format gt LUOT IC E l CENTER WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 12 of 13 da L hk T WorkCenterPro Introduced The 5 0 version of WorkCenter now has the option for a monthly subscription to WorkCenter special version called WorkCenterPro This is a copy of WorkCenter including marketing newsletters from OriginationPro and Dave Hershman This monthly subscription program includes the following in the special package The WorkCenterPro Exclusive Monthly Subscription For a low monthly fee you get Industry leading WorkCenter CRM Software from vForms All future upgrades and technical support included as long as subscription is current Access to WorkCenter CRM live Webinars Access to Dave Hershman training coaching sales and finance Webinars Subscription to the NewsLetterPro Marketing System written by Dave Hershman Weekly HTML professional newsletters include your picture and personal info Ability to email these customized newsletters using WorkCenter CRM Four page print newsletter that you can mail monthly Monthly sales article for your Realtors an
20. ontact YesMor Contact Yeshos Contact veshog Once the individual item has been selected you will see a check next to that field to assist you in correctly mapping the data fields into WorkCenter wa LUGrei si mad biti ai abi a a ia eae i Le WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 3 of 13 Calyx Point 6 0 6 2 and PDS integration now available WorkCenter 5 0 now will allow you to access the Calyx Point 6 2 versions You can also set your WorkCenter Calyx Point data on automatic for syncing your PDS changed files into your database This is accomplished with our direct synchronization with the Calyx Point PDS Point Data Server for those who have elected that service with Calyx Software Programming your Calyx Point PDS Setup Options If you are using the Calyx Point PDS server in your operations you will need to change the settings in you system setup program Click on TOOLS SETUP OPTIONS and then the LOAN ORIGINATION TAB 1 On standard 6 0 settings for the PDS from Calyx Point set the Loan File Directory to this heading C Winpoint Users PDS Folders not the individual files 2 Set the Mark Loan For Sync after Edit to Auto Once that is set anytime you modify a Calyx Point file in your Calyx Point Data Server it will automatically sync into your WorkCenter CRM database 3 On the standard 6 1 settings for the PDS server you will need to locate where your te
21. pken Fred HG E xi Z Ll 4 z Zi y Child Mame Birthday LOTI i CE NTER WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 7 of 13 a D Borrower and CoBorrower Birthday Fields We have now added fields in our loan records to display Borrower and Co Borrower birthdays in our loan reports as shown below File View Contacts Tools Window Help He Gad Gl A MB gt Be Ar Qe D gt Be today Ea Days E week Gl Month Faa Schedule A Action Plans Reports Library BorrowerBirthday CoBorrowerBirthd E i Calendar BorrowerBirthday 9 9 1972 9 11 1996 jt Contacts Borrowerhame 6 10 1988 7 14 1963 d i Contacts Modified and or Added 6 10 1988 7114 1983 Journal H T 3 6 10 1986 FiL4 1963 Leads 12 1 1954 6 14 1954 Loans CoBorrowerBirthday 1 31 11955 9211950 Active Loans Commission All Cankarke and nane F l Cantartth 2 2 2008 These birthday fields are linked directly to the contact records or when you sync loan information into WorkCenter Since the field is linked automatically the WorkCenter user will need to enter the birthdays in the spouse and contact records and not through the loan reports Enhanced Calyx Point vSync Script Based on many requests from WorkCenter users across the country we have enhanced the syncing script for Calyx Point Users When you sync Calyx Point files in
22. to WorkCenter we will now sync the additional fields into the database Calyx Point Field ID 19 Loan Officer into WorkCenter Contact Owner Field Calyx Point Field ID 3220 Referral Source into WorkCenter Referred By Field Calyx Point Field ID 118 Borrower Birthday into the WorkCenter Contact Birthday Field Calyx Point Field ID 168 Co Borrower Birthday into the WorkCenter Spouse Birthday Field Calyx Point Field ID 11906 Child 1 Name into the WorkCenter Child Field Calyx Point Field ID 11911 Child 2 Name into the WorkCenter Child2 Field Calyx Point Field ID 11916 Child 3 Name into the WorkCenter Child3 Field Calyx Point Field ID 11921 Child 4 Name into the WorkCenter Child4 Field Calyx Point Field ID 11907 ChildBirthday1 into the WorkCenter ChildBirthday1 Field Calyx Point Field ID 11912 ChildBirthday1 into the WorkCenter ChildBirthday2 Field Calyx Point Field ID 11917 ChildBirthday1 into the WorkCenter ChildBirthday3 Feld Calyx Point Field ID 11922 ChildBirthday1 into the WorkCenter ChildBirthday4 Field ta LUOT IC 7 CENTERN WorkCenter CRM from vForms Software What s New In WorkCenter 5 0 Page 8 of 13 a New Script for Changing the Property Address to the Home Address only for borrowers with a separate mailing address Many of our WorkCenter users have clients that purchase new homes but keep a mailing address such as a P O Box In this c
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