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ICONS AND TERMS WITHIN THE GMS SYSTEM

General

New:
Edit:
Save:
​Print:






Red X:
Clear Selections:
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​Preview Selections:
Delete:
Previous:
Next:
​Help:

Allows you to enter a new item.
Allows editing of Loan Master Files
Allows changes to be saved.
Allows you to print results to the screen, to paper, or to file. The printer icon will always print to the screen first.

- If you then wish to send a print job to the printer, click on the Print Report icon.

​- If you wish to create an exportable file, click on Export Report icon.
Allows you to delete item currently being viewed.
Allows you to clear previously selected search criteria to begin a new search.
Allows you to preview your search criteria before printing the report.
Allows you to delete an item.
Allows you to cycle back to the previous item.
Allows you to cycle forward to the next item.
​Allows you to access the Help Manual.

Loan Master

Loan Conversation:
Loan Coupons:
Optional Field Details:
Return to Loan Master

Allows access to Loan Conversation feature.
Allows access to Loan Coupon feature.
Allows access for data entry to Optional Fields
Exits current screen and returns to last opened Loan Master File.

Master File Query

Retrieve Report:
Retrieve Selections:
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Retrieves a previously saved report prepared using Master File Query.
Retrieves previously saved Master File Query report selections so that a new updated report may be prepared.

Loan Activity

Print Acknowledgment:
Review Terms:
Loan Conversations:

​Return to Loan Activity:

Prints to the screen an acknowledgment form for the activity currently on the screen.
Displays loan terms from Loan Master file for currently selected loan.
Allows access to Loan Conversations feature. See Features section for more complete information.
​Exits Loan Conversations and returns to the last loan opened in Loan Activity.

Reports - Borrower Profiles

Setup Delinquencies:

Allows entry of delinquencies to print on Borrower Profiles. Particularly useful when submitting to EDA.

​Supplements - Confirmation Letters

Print Confirmation Letters:

Produces on-screen letters for printing.

Supplements - EDA Semi-annual Report

View Previous Reports:

Produces on-screen listing of previously prepared reports for quick review.

Supplements - Escrow Analysis

Post:

Updates Escrow 1 Amt and Payment including Service Fee and Escrow in Loan Master file based upon the information entered and calculated in the Escrow Analysis.

Supplements - RLSS 1098's

Print 1096 Transmittal:

Prepares 1096 Form

Tools - Build History

Print Acknowledgment:

​Review Terms:

Prints to the screen an acknowledgment form for the activity currently on the screen.

Displays loan terms from Loan Master file for loan currently on the screen.

Terms

Form:

​Combo Box:

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X:



​To select multiple items, i.e. loan funds:

​To unselect an item checked:

To select a range of items:
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​Using roller on your mouse:

A form is each screen that appears when menu items are selected.
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Fields that have a down arrow which include a list of items to choose from.
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The bix X in the upper right hand corner of the screen should NEVER be used to Exit from GMS when any kind of data entry form is open. Any time you do click on the X, it will ask you "Are you sure you want to exit GMS?"
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Control-Click on each item to be selected.

Control-Click on each item to be unselected.


​​Shift-Click on the beginning and ending items to be included in the range.

If you have a roller on the top of your mouse, when you have a report displayed, you can left click once and then use the roller to scroll up and down on the page.