HOW TO DOCS
INSTALLATION / SETUP / UTILITIES
Downloading and Installing Mortgage+Care
Getting Started
Hardware Specifications
Initializing your Company & Serial Number
Company Name Change
Creating Shortcuts
Update Release Notes
LOAN SERVICING
Entering Payment History into Mortgage+Care
Entering a Non Sufficient Funds (NSF) Payment
Amortization Types
Principal, Interest Calculation & Distribution for mid-month Investments
Payment Entry Unapplied Codes
Delinquency Report Calculations
Entering an Additional or Irregular Payment
Processing Loan Reserves
Reasons for the "No Postings Found" Message
Preventing Over Disbursement of a Payment
Rolling Over an Investor's Payoff to a New Loan
Payment not Calculating Correctly
Refunding Money to a Borrower
Entering Bank Account Information
Split Broker Fees with another Broker
ACH Configuration
Setting up an Incremental Loan
Loan Status BRE 881 Report Breakdown
1098 / 1099 Reporting
Adjustable Rate Loan Setup
Metro 2 Credit Reporting
How to post Loan Defferals and Temporary Modifications
DOC PREP
Merging Borrower Information into a Document
Using Doc Maintenance to add a Document
Finding a Document in the Library
Loan Document Library
How to Change Loan Document Mailmerge Datasource Path
TRUST ACCOUNTING
Using Impound Accounts
Bank Reconciliation
CA BRE Deadlines
OTHER
Important Tax Dates
Adding a Custom Report
QuickBooks Accounting Integration
How to Login to the Mortgage+Care System
User Security Levels
I Can't Print Charts
Creating a PDF Attachment for a Form or Report
MICR Font Not Showing on Checks
Crystal Report Names
Keyboard Shortcuts & Navigation
Other Procedures
Mswrd632 Error
Dodd-Frank, CFPB Rule Changes
Do I need to submit a HMDA report?
Creating the HMDA LAR Report
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