Pulling an Infile

1.      From the Windows Desktop, double-click on the BYTE - The Qualifier Series icon to start the program. If prompted, choose "Don’t Backup."

2.   From the Main Menu of BYTE, click FILES then choose NEW and click on the NEW FILE button to create a new Loan. Click OK once to continue.  This opens a new file and gives it a default name--if you prefer a different name, click on Borrower at the top of the screen and choose Rename.  Then, type in the name you would like your file to be known as.

3.  Click on COMMUNICATIONS.

4.  Choose the menu option CREDIT REPORT,  then click on the SELECT button.

5.  On the Credit Services Screen, under Select Credit Service Provider, select Synergistic and click on Request Credit Reports.

6.  Enter test file information.  You may have to input all or most of the requested information to enable yourself to dial out.  If you do not, you will be prompted to fill in the fields that BYTE requires on the error message screen.  (See step #8).

7.  Check the Report Type Prequal checkbox at bottom of the screen and make sure you've selected the correct bureau(s). Click the AUTO button at the top of the screen.  (If you wish to print liabilities on a 1003 at the Host site, choose RMCR).

8.  Click OK to export the .833 file to the [X:]\TQS5\ path. Do not change path from default. **Also see the Advanced Options section at the end.  If an error box appears, there is information left out of the Defaults screen.  Fill in the fields listed in the Error box, shown below.  The fields most commonly left blank are: Home Phone, Age, Loan Officer, Loan Officer Phone Number, and whether the property is rented or owned (you can make these up when in a testing phase).  After you have completed this, click on Close.  Then, click the AUTO button again to begin the exporting sequence.

9.   If you have chosen to select a product, a Product Selection box will be displayed. Select a product from the drop-down list and click on the GO button.

10.   When the process sequence is started, Xpert Client will start the pre-link conversion process. After the export files have been converted, Xpert will dial out and request the credit information. When the credit information has been retrieved, Xpert Client will begin the post-link conversion process. This will allow the credit information to be imported into BYTE.

11.   Close the Create X12 Interface File window.  Then, click the Update Liabilities button. 

12.   Of the three buttons shown here, click the ==> button (Write Over button) between the 2 lists ("Credit Report liabilities" vs. "Liabilities already entered"). BYTE also gives you the option to import one at a time.

13.  If you chose to copy all items, at the "Copy all items from Credit Report?" prompt, click OK.  If not, click the Write Over Button (with this ===> on it) until all of the liabilities are copied.

14.  Click the EDIT LIABILITIES button to view/edit imported information.

15.  When finished viewing/editing trades, click OK to return to the Import Credit Report screen.

16.  Click the MAIN MENU button to return to the Main Menu screen.  A box opens, prompting you to delete

       the file you imported.  So your *.200 file list will remain relatively small, you should choose to delete it

       now. 

       NOTE: if you choose to delete the imported information, you will not be able to import items with THIS file

       until you re-pull the information again through Byte.