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 Here you will find information regarding setup and configuration of our software, as well as troubleshooting tips for the software and services we provide. Please notify us by email if there are additions that you would like to see on this page.
These instructions are provided simply as a guide, and should not be taken as actual operating procedures for your particular software vendor. If the tips listed below are not of assistance to you, contact your software vendor. (click on the name of the vendor below to go to their respective contact/support pages)
Exporting from Calyx Point
- From the Main Panel, open a loan.
- From the menu, select “Interface” and then “Closing Docs.” Digital Docs, Inc. will appear in the list and should have an “X” in the installed column. Make sure Digital Docs, Inc. is highlighted and click on “Send Data.”
- Point will export the loan data and automatically start the Digital Docs import engine.
- Follow the on-screen directions given by the Digital Docs import engine.
- When the import procedure is finished, open Digital Docs and you will be able to enter any missing information into the imported loan.
Exporting from Genesis 2000
- From the “Loan Selection Panel”, choose “Utility” then “File Transfer” then “Export Loan.”
- From The “Export Loan Files” dialogue, select the loans you wish to export by clicking to the left of the loan in the grid. A checkmark should appear when the loan is selected.
- Be sure to note where the loan will be exported to by viewing the path listed in the “Path to Export Files” box. NOTE: you can change this by clicking the “Browse” button to the right of this box.
- Once you have selected your file(s) to export, click the “OK” button at the bottom of the screen.
- Once the procedure is complete, click “Close.”
- You will now need to import the loan into Digital Docs, by following the Digital Docs Import Procedure.
- From the “Main Menu”, click on “Files.”
- To the right, a dialogue will appear showing the options that are available. Highlight “Files – TQS – Export.” This will make the “Export TQS Files” button visible. Click it.
- From the “Export Borrower Data” dialogue, select the loans you wish to export by clicking to the left of the loan in the grid. A checkmark should appear when the loan is selected.
- Once you have selected your loan, click “Export” at the bottom of the screen.
- This will bring up the “Select Destination” dialogue box. Make sure that “Zip After Creating” and “E-Mail After Creating” are both set to “NO.” Click on “Text File” to begin the export process.
- This will bring up the “Save Text File” dialogue box. Name the file whatever you desire, and be sure to remember where you are saving the file. The location where the file will be saved is listed in the “Save In” box at the top of the screen. NOTE: It is recommended that you name your export the same as you loan number or perhaps the borrowers last name. It is also important that there are no spaces in the file name, and that you do not give the file an extension. i.e. .out or .exp. The export function will give the export file a .txt extension by default.
- Once you have given the export file a file name, click “Save.”
- Once the file export is complete, you should be automatically returned to the Byte Main Menu.
- You will now need to import the loan into Digital Docs, by following the Digital Docs Import Procedure.
Exporting from Mortgageware
- First make sure you are exporting to your local PC by clicking on the "Properties" button in MWTC. Go to Export tab and click on "Export to my computer" (not the server) and check the box "Prompt me for export filename." Click "Apply" and "OK."
- Next you need to export your original application. In MWTC, From the Main Menu, navigate to: MAI>EXP>XAD. Your "Export Type" should be "Whole loan" by "Application #." Choose to "Add" your loan, saying "YES" to "Include this record." Once you can see your application is listed in the left-hand box, hit "ESC" once to close the right-hand box; hit F2. Choose "system" in the Export control box, and change "Ready to export?" to "YES."
- This should give you a popup box named "Save As." Note where you are saving the file to-the default will put the loan on your “C:\” drive under the MWTC\export folder, or in some cases it will be in the MWTC_client\export folder. Name the file brchlinq.exp - this name is critical and must be exact.
- You now have an export file ready to be interfaced with the Digital Docs program. The exported file can be found in the folder mentioned above.
- You will now need to import the loan into Digital Docs, by following the Digital Docs Import Procedure.
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