Entering New Borrower and Contact Records
There are several ways to create a new database record.
New Icon
Click the New 
icon. The borrower or contact screen appears
with blank fields.
Duplicate Icon
Click the Duplicate 
icon. The Duplicate command creates a new
record with the same information as the one displayed.
Menu
Select Record / New from the upper menu. You can also click the right mouse button to display a short cut menu and select New.
Creating Borrowers from Contact Records
To create a borrower record from an existing contact record:
1. Go to the record in the contact database.
2. Select Record / Create Borrower Record.
Creating Contacts from Borrower Records
To create a contact record from an existing borrower record:
1. Go to the record in the borrower database.
2. Select Record / Create Contact Record.
When your past borrowers purchase other homes or refinance their existing homes, you should create a new borrower record. Since each borrower record represents a loan transaction, you should add the borrower again and record the details of the new loan. You should then go to the duplicate borrower record and set the Mail Status to Don’t Send Letters.
If you modify the existing record for the new transaction, you will lose information about all past loans with customers. This affects loan reports.
When your past borrowers purchase other homes or refinance their existing homes, you should create a new borrower record. Since each borrower record represents a loan transaction, you should add the borrower again and record the details of the new loan. You should then go to the duplicate borrower record and set the Mail Status to Don’t Send Letters.
If you modify the existing record for the new transaction, you will lose information about all past loans with customers. This affects loan reports.
