1. Create a new transaction beginning with an application.
2. Enter the minimal information needed to complete the application in the following sections. Use fictional data if applicable.
n Party Information
n Document Policy
n Loan Definition
3. Print the Home Equity Disclosure in the Document Preparation section.
n You must create an application to print a HELOC disclosure. However, you can complete the application with minimal information.
n You cannot print a blank disclosure. The document will include data from the application.