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