Texas Capital WarehouseNOW Sample eGuide

Setting Field Defaults Set a default value for a field by clicking on the field name. A blue push pin icon ( ) will appear to the right of the field name when the default value is set. The next time you access that form/search, the value(s) you set will be defaulted into the push pinned field(s). Note: Each user is able to set their default values. To remove the default value, simply click on the field name again. The blue push pin icon ( ) will disappear and the field will be blank the next time you use the form/search. Note: If you import a spreadsheet, any blank fields on the spreadsheet will be populated with the push-pinned values when the spreadsheet is imported. (If the spreadsheet field has a value entered, the value on the spreadsheet will not be changed.) To avoid errors, clear any push-pinned fields prior to importing the spreadsheet. Lookup Fields Fields marked with a magnifying glass icon ( ) have specific values associated with them. Click on the magnifying glass icon to the right of the field to view and select the appropriate value. Note: Some lookup fields require additional criteria selection(s) before a results list is presented. From the value list, click on the blue hyperlink to select that value for the field. Partial values can be entered in lookup fields by using wildcards (%). For example, enter %Smith% to retrieve all records with the name Smith. This is especially helpful with attorneys, whose name may be “Law Offices of John Smith” or “John Smith, Attorney at Law”. 7. Complete the fields on the Borrower/Property Info form. • If the Product is REVERSE or REVARM , a FICO Score is not required.

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