| Basic Access for TSoftPlus |
TSoftPlus |
Allows a user to access TSoftPlus. |
| Credit Memo - Open |
TSoftPlus |
Allows a user to open and edit the Credit Memo. |
| Download Manage Transactions Report |
TSoftPlus |
Allows a user to create a CSV-based report
that is downloaded from the Manage Transactions
page. The report contains transactional data.
|
| ETran Submission |
TSoftPlus |
Allows a user to submit a loan application electronically from
TSoftPlus™ and receive an immediate response from SBA. |
| Financial Analysis - Open, Import |
TSoftPlus |
Allows a user to upload a Financial Analysis spreadsheet that
has already had financial work either partially or totally completed. Allows a
user to open or create a new Financial Analysis. |
| Import FormMaster+ |
TSoftPlus |
Allows a user to import existing TSoft FormMaster loan
information into TSoftPlus™. Requires the Loan - Create, View, Modify
permission. |
| Loan Authorization - Open, Remove |
TSoftPlus |
Allows a user to open the Loan Authorization Wizard in Word
2007 or 2010 and delete the Loan Authorization. |
| Loan - Create, View, Modify |
TSoftPlus |
Allows a user to create, view, or modify loans in
TSoftPlus™. |
| Loan-Copy |
TSoftPlus |
Allows a user to copy a loan. Requires the Loan - Create,
View, Modify permission. |
| Loan-Remove |
TSoftPlus |
Allows a user to remove a loan. |
| Loan-Change Type or Organization |
TSoftPlus |
Allows a user to change a jurisdiction, organization, or loan
type. Requires the Loan - Create, View, Modify permission. |
| Loan-Import XML |
TSoftPlus |
Allows a user to import transaction information (including
ETran results and SBA number if applicable) that you received from another user of
TSoftPlus. |
| Quick Quote-Create,View, Modify |
TSoftPlus |
Allows a user to create, view, or modify a quote on the Quick
Quote page. Requires the Loan - Create, View, Modify permission. |
| Quick Quote-Remove |
TSoftPlus |
Allows a user to remove a quote from the Quick Quote
screen. |
| Remove PDFs |
TSoftPlus |
Allows a user to remove any PDF files that have been uploaded
to the loan. |
| Upload PDFs |
TSoftPlus |
Allows a user to upload additional PDF files into
TSoftPlus. |