Address Book

Use the Address Book to select a contact from your business contacts, and then add the contact to a form. The Address Book allows you to access the same business contact information that is accessible from the Contacts tab or the Business Contacts tool.

You can also manually add a business contact to a form, and then open the Address Book to add the contact to your business contacts.

When you use the Address Book to select and add business contacts to your loans, you ensure consistent, complete, and accurate contact information in the loan file. This improves the accuracy of data on the Dashboard and in Reports.

Access to the Address Book is indicated by the Address Book icon.

ClosedAdd a Business Contact to a Form

  1. Open the Address Book in one of two ways:

    • Click an Address Book icon on a form. For example: the icon next to the Underwriting Fee field on the Good Faith Estimate. The Business Contacts window opens, displaying contacts for the category that corresponds to the field.

    • Right-click in a field associated with an Address Book icon. The Business Contacts window opens, displaying contacts for the category that corresponds to the field. If there is no category associated with the field, all contacts are displayed.

  2. Select a contact from the list and click Select.

    • The contact is placed on the form.

ClosedAdd a Business Contact from a Loan Form

  1. Type the contact information on a loan form.

  2. Right-click the contact field or click the Address Book icon.

  3. When the Address Book opens, click Create New and Select to add the contact information as a new business contact.