The Agent Link Point interface also has a standalone mode that allows you to update borrower files without launching Point.  By default, Agent Link installs shortcuts on your Windows desktop and in the Windows Start Menu under 1 Source Data LOSAgent.

Before you start this process, you must have created and saved valid borrower or prospect files for each borrower.  As with individual ordering above, each file must have the borrower's name, social security number, and mailing address.

Selecting Point Files
The startup screen requires you to specify which reports to request.  This page is full of features, so we'll cover it one element at a time.

Point Index and File Type

This segment allows you to select the Point index file and type of file.  Point file types are Borrower and Prospect; changing this setting will change the index selection.  The index file, or IDX file, controls file information in Point.  Usually, this file is in the directory C:\PNTDATA\.  To specify a different location, press the Setup button.

The setup button allows you to specify the index file's location by typing it in or by browsing for it.  Press OK (Add to list) to add the file, Cancel to return to the selection screen, or Clear list to delete all entries.

List Alphabetically by Loan Representative

This section allows you to search all borrower files, and filter them by loan representative or the borrower's last name.  Results are placed in the available borrowers list.

To filter by loan representative, use the Loan Rep. drop-down list.  The default choice of -ALL- produces all borrower files, regardless of their representative.  Unassigned yields all files without a valid loan rep.  Other loan representatives that you have programmed into Point are also placed in this list.  Typed-in representative names are not treated as valid; valid representative choices are defined in Point.  To add a representative in Point, use the Dropdown List editor.  Select the Utilities menu, the Dropdown Lists submenu, and click the Representative... option to add or delete representatives.

To filter by the borrower's last name, use the Bor. last name begins with drop-down list.  The default choice is *, which is allowing all borrower files.

If there are more borrower files than can be displayed on the page, Agent Link will divide the results into pages.  To view different pages, use the page drop-down list.  Entries in this list show the page number, the number of pages, and the range of entries on that page.

Insert File

If you know a specific report file name, or want to browse for only one file, use this option.  You can either type in a filename or use the standard Windows browse method.  Click the Add To List button to add the file directly to the request list.

Insert Range

NOTE: This option is recommended only if you use Point's numeric Auto File Naming feature.

This list allows you to order requests for a range of files.  For example, if you want to pull files 02010002 through 02010021, enter 02010002 in the From file# box and 02010021 in the To box.  (This assumes that the borrower files are in files such as 02010002.BRW.)  Press the Add To List button to add these files to the request list.

For the Insert Range feature to work, files must either be entirely numerical and end with at least three (3) digits.  All of these filenames must be eight (8) characters in length, and the starting file number must be lower than the end file number.  If there are files not in the given range, you will receive an error message for each missing file.

If you enter a large enough range, with enough missing files, it will not be feasible to dismiss all of these warnings, and you may need to terminate Agent Link from Windows.  To do this, press Ctrl+Alt+Delete keys from the keyboard, select AGENT LINK, press End Task, wait for End Program dialog, and press End Now.

Available Borrowers List

If you use the filter view option, the available borrowers list will appear.  When you move the mouse over a borrower, the background color will turn slate gray.  To select a borrower, click once; the background color will become  dark gray.  You can only select one borrower at a time.  To add a borrower to the request list, double-click on the borrower.

If you only want to order a report for one borrower, you can select the field before ordering the report.  You need not send it to the request list.

Request List

The request list contains all of the borrower files that you want to run credit reports for.  Add borrower files to this list using one of the above methods.

Login and Order

After you select borrower files either in the available borrowers list or the request list, type your 1 Source Data login name and password and press Order.  Use the Save pw checkbox if you want Agent Link to save your password for future reference

When you log in, you will see the Agent Link Batch Order screen.

Each borrower's name, address, and social security number are listed.  Press the edit button on a record to edit the consumer information on that record.  The Sort by last name link sorts the results by last name in ascending order.

Reports are usually listed with black headers on a light gray background.  However, if you have already pulled credit information for a borrower or that there is an error with the consumer information, this header has a gold background to warn you to edit the information before ordering.

This batch order feature will not reorder reports that have already been pulled.  Reports that have been successfully pulled appear on the batch export screen.

Reports that have been pulled successfully will appear with a green header background.  You have the option of exporting each report individually by pressing an Export button, exporting all reports with the Export all button, printing reports individually with a Print button, printing all reports with the Print all button, or viewing individual web-based reports with a View button.

Individual exports show the same dialog box as the individual export method from directly within Point.  Group exports show a Batch report completed message.  Dismiss this dialog, and you can then safely close the Agent Link window.

The Agent Link Point interface can also be used to order flood reports.  From Point, load or create a borrower file, as before.  This time, you will need to provide a Subject Address entered to use for the flood report.

Open the Interface menu and select Credit Reporting (or Flood Certification if instructed to do so by your CRA).  

The Interfaces dialog will appear.  Select the AGENT LINK interface and press the Send Data button.

The Agent Link login page will appear.  Type in your login name and password, then click the Flood Login link.

You will see a modified version of 1 Source Data's flood report order form.  The borrower's full name and address are required, and will be filled in by the information that you provided in Point.  If you want life-of-loan certification, HMDA statistics, or rush ordering, check the appropriate options.  Press the Order button to order the report.

If you have already pulled a record for that borrower, you will see a screen identical to the duplicate screen on the regular flood report.  To view an existing report, press the view link.  To order a new report, press the New Report button.

Sometimes, 1 Source Data and Geotrac are unable to come up with an instant response for flood reports.  Manual lookups will occasionally be needed to find the relevant data.  If this happens, you will be shown an explanation and a Geotrac reference number.  You will need to return later to check the status of this report