HELP CENTER - F.A.Q.

 

How to create a new Point file.

North Star Lending uses Master Templates to pre-populate company specific information.

You MUST use a Master Template to create a new Point file.  Failure to do so can result in additional fees during processing.

1.  Double click on Point icon.
   
2. Type in username an password assigned to you. 
This password is different than the Windows personal password you created. 
This password was sent to you in the Welcome email.
 
   
3. Click on NEW button, then FROM MASTER.  
 
4. Select appropriate template.  
 
5. Before you can save a file, you must select your name from the LOAN REP drop down list.
Do not type your name, select it from the list.
 
   
     

 

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