Lock Down Loan Program Information

This job aid explains how to lock down loan program information (such as loan program code, mortgage type, term, etc.) so that it cannot be directly edited by the user. The user will only be able to edit the information by clicking the Select link next to the loan

program field.

Note: this procedure works only in version 7.1 or higher.

Step 1: Set up the loan programs Step 3: Set the remaining permissions

· Log into BytePro as an administrator. · Repeat step 2 for the following permissions: · Go to Customize > Defaults > GFE - Loan Programs. Note: do not disable any fields that have not been set up in the loan programs. For instance, if you have not · Edit the list of loan programs and verify that the checked the box labeled ‘Copy Late Charge Values’, then parameters of each loan program are correct. do not disable any of the Late Charges fields. · Each loan program should be set up to copy the same Standard loan program fields values. For instance, if you check the box labeled ‘Copy o Loan.ARM * (e.g. all 30+ ARM fields) Late Charge Values’ on one loan program, be sure to o Loan.Balloon Term check it on every loan program. Otherwise, the late o Loan.FHA Program charges values will be filled when the user selects one o Loan.Interest Only Period loan program, but may not be cleared when they select a o Loan.Is Bi Weekly different loan program. o Loan.Is Neg Am Loan Under TILA Step 2: Modify the first Object Permission o Loan.Loan Product Type o Loan.Loan Program Code · Open the Security Manager (Tools > Admin Tools > o Loan.Loan Program Name Security Manager) and navigate to the Object o Loan.Max First Ratio Permissions tab. o Loan.Max Second Ratio · On the Object Permissions screen, select the File Data o Loan.Mortgage Type tab, then select ‘Loan’ in the Table drop-down list. o Loan.Mortgage Type Other · Scroll down to ‘Loan.Loan Program Code’. o Loan.Term · Double-click on the first green cell to edit the permission Truth in Lending fields (if desired) for ‘[All Security Profiles]’. o Loan.Demand Feature o Loan.Demand Feature Desc · In the Permissions dialog, select ‘Read-Only’ from the o Loan.Variable Rate Feature Permissions drop-down list. o Loan.Collateral Security · Press the Close button to close the dialog box. o Loan.Deposit Accounts o Loan.Assumption Option o Loan.Hazard Ins Required o Loan.TIL Hazard Ins Option o Loan.Hazard Ins Avail From Lender o Loan.Late Charge * (all 5 Late Charge fields) o Loan.Prepayment Penalty Option o Loan.Refund Finance Charge

Continued on Page 2 …

Step 4: Allow the loan program selection to override Object Permissions

Now that we’ve prevented the user from editing the loan program fields directly, we need to allow the Select link (next to the loan program field) to override those Object Permissions.

· Open the Security Manager and navigate to the Security Profiles tab. · Edit each Security Profile and change the ‘Loan Program Selection’ dropdown to ‘[Enabled - Override Object Permissions]’.

Step 5: Lock down the ability to use the Select Loan Program link

After completing step 4, any user that can click on the Select link (next to the loan program field) can select a new loan program, regardless of the status of the loan.

This step is necessary to restrict who can click the Select link and when they can click it. · Return to Object Permissions. · While still on the Object Permissions screen, select the Actions tab, then scroll down to ‘Actions.Loan Program Select’. · Edit the Object Permissions to give the appropriate users the ability to select a new loan program based on the status. For instance, you may want to give the loan officer permission to edit the loan program only when the loan is in Lead status. Step 6 (Optional): Employ Macros to set additional fields

· If desired, create an ‘On Loan Program Changed’ Macro to set additional fields when the loan program changes. Please contact Byte Software technical support for assistance with Macros.