GOLD EventLetters User's Guide |
  
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GOLD EventLetters User's Guide |
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GOLD EventLetters™ is a user-friendly software application that merges a data file of information with pre-defined letter templates. The letters are sent out to your clients when certain events take place, such as late notices, loan payoffs, renewing a deposit account, interest posting, and many more.
To use this program, you will need GOLD EventLetters™ software. This is a 32-bit program that requires Windows® 7 or higher. You also need Microsoft® Word® 2010 or higher to compose the letters.
GOLD EventLetters allows you flexibility and control when processing event letters. It is tailored to meet both the deposit and loan sides of your financing needs. For more detailed information concerning the Deposit and Loan systems, see Loan Event Processing Procedures, and Deposit Event Processing Procedures, respectively.
GOLDPoint Systems Only—Loans
1.Institution option EVNT must be set for each event.
2.For institution option 7 MDYS, enter the number of days before the maturity date to create the letter (Event 25). Default is 120 days.
3.For institution option FHAD, enter the date the FHA Payoff letter is to be created (Events 35 and 36).
4.For institution option FHAF, enter the extra fee to be added to the FHA Payoff Letter (Events 35 and 36).
5.For institution option T EV29, enter a “Y” to stop sold loan letters (Event 29) from creating letters for disbursement types 10-19.
6.The Event Letter Report (FPSRP175) must be set to run daily. Refer to the GOLDPoint Systems Only section in the Event Letter Report for the sort field options.
7.For Balloon Loans (Event 27), the first two characters of the Miscellaneous Parameters on the report setup are used for the number of days (1-99) before the balloon date to automatically produce a balloon letter. If the first two digits of the Miscellaneous Parameters are left blank, the balloon letter will generate on the balloon date.
8.To print the first 20 characters of the name instead of the short name, check the Miscellaneous Options 1 box of the Event Letter Report (FPSRP175).
9.For Insurance Letter (before expiration date) (Event 32), the second two characters (positions 3 and 4) of the Miscellaneous Parameters on the report setup are used for the number of days (1-99) before the expiration date to automatically produce a letter. If the letter is automatically generated, institution options RDEX and RDE2 (below) must be used.
10.Institution options RDEX and RDE2 are used to control which reserve types will generate an expiration letter for Event 32. Only reserve types entered in the institution option will automatically generate a letter.
11.To create a follow-up date for Events 44, 45, and 46, enter the number of days to add to the run date (0 to 99) in positions 5–6 of the Miscellaneous Parameters used.
12.To display the servicing officer instead of the origination officer on the report, check the Miscellaneous Options 2 box on the Report Setup screen. (Must have “ML” in the Input Records to use this option.)
13.To stop a Delinquency Event letter (23) from generating on a bankrupt account, check the Miscellaneous Options 3 box on the Report Setup screen.
14.For event 24, Special Request Letter, if the institution includes the <<PAYOFF_AMOUNT>> merge field in the letter, you must check Miscellaneous Options 4 on the Loan Reports setup screen for the Event Letter Report (FPSRP175). If this option is not checked and the <<PAYOFF_AMOUT>> field is included on letters, nothing will print in that field when the letter is merged with actual data.
15.For event 23, Delinquency Event Letter, if the institution includes the <<PAYOFF_AMOUNT>> merge field in the letter, you must check Miscellaneous Options 5 on the Loan Reports setup screen for the Event Letter Report (FPSRP175). If this option is not checked and the <<PAYOFF_AMOUT>> field is included on letters, nothing will print in that field when the letter is merged with actual data. |
