LV Merge Docs – Deep Dive Presented by: Robin Tufts 5/17/2018

Legal Disclaimer: Dates contained in this presentation are provided as estimates only and can be changed at any time at the sole discretion of Jack Henry & Associates, Inc. This information may not be incorporated into any contract and should not be relied upon in making purchasing decisions. HANK YO FOR THE OPPORTUNITY TO SHARE JHA’S STORY

Welcome! Robin Tufts Business Analyst, Sr (417) 235-4114 ext 505725 rtufts@profitstars.com

Agenda Intro to Merge Letters Add a Table Create a Single Term Sheet Multiple Facility Term Sheet

Session Setup Navigate to the Demo Site: https://loanvantage.clcs1.com Login using the following credentials: Bank: DEMO Login Name: FirstInitial+LastName Password: Temp123! Navigate to My Settings Download LoanVantage Word Add In

Session Setup LoanVantage Portal in one browser LoanVantage Admin in another browser Right mouse click on Setup (Administration) select Open Link in new Tab.

Requirements LoanVantage Microsoft Word Add-In Administrator User Permission Needed: AdminMergeDocSetup Admin > Application > Documents > Merge Doc Setup User Permission Needed: Depends on access Documents > New Document

Merge Letters Use Applicable For: Covenant Facility File File Note Lead Loan Party Prereq Docs Quick Decision Recurring Docs

Merge Docs Save Merge Docs save to Engagements Reason selected and Notes entered appear here Can view the letter

Admin: Merge Doc Setup Setting the Applicability identifies which merge codes should be available and where the letter can be created. Note: If the letter is needed in more than one area (applicability) it needs to be created multiple times. AKA: Applicability

Thank You Letter Exceptions Management is specific to these applicabilities: Covenants Prereq Docs Recurring Docs Combines multiple exceptions into a single document by the correspondent. Only available from a work queue.

Create Thank You Navigate to: Admin > Application > Documents > Merge Doc Setup Click Add Set your details Save your letter Letter Name: Thank You (Your Name – Use First and Last Name) Set Applicability: File Save then Edit Template

Create Thank You General > GCurDtStr and GBankName Party Contact > PConformedName, PAddrBlock and Psalutation File > FOffName, FOffTitle, FOffWorkPhone and FOffEmail

Click LoanVantage Save for the Template to save directly to the Merge Template Note: Be sure to click OK to close the open Saved dialog box.

Run Thank You Loan Request File Documents > New Document Merge Document Drop Down > Select Saved Letter and Run

Prerequisite Conditions Letter Navigate to: Admin > Application > Documents > Merge Doc Setup Find Letter & Edit Copy Change Applicability Rename & Save Letter Name: PreCond (Your Name) Set Applicability: PrereqDocs Save then Edit Template

Listed Table Options Show/Hide Table Gridlines Click in Table > Layout > View Gridlines

Show/Hide Table Gridlines Click in Table > Layout > View Gridlines

Table Borders Right mouse click on table > Table Properties Select Borders and Shading Select or deselect where the borders should or should not appear.

Show/Hide Table Gridlines Click in Table > Layout > View Gridlines

Listed Table with Lines Insert a table with 2 columns and 2 rows. Enter the title of the table in the top left cell. In the 2nd row in the left column, select under Tables Merge > Prerequisite Documents Table Start immediately followed by PRDDocName under Prerequisite Required Docs. In the 2nd row in the right column, select under Table Merge > Prerequisite Documents Table End. Adjust table lines to only appear on the left column.

Show/Hide Table Gridlines Click in Table > Layout > View Gridlines

Bulleted List Table without Lines Insert a table with 1 column and 2 rows. Enter the title of the table in the top left cell. In the 2nd row in the left column: Click Bullets on the Home tab in the Paragraph section. Select under Tables Merge > Prerequisite Documents Table Start immediately followed by PRDDocName under Prerequisite Required Docs followed by Prerequisite Document Table End under Tables. Remove Table lines.

Run Prerequisite Condition Loan Request File > Tracking > Required Documents > Prerequisite Conditions Documents > New Document Merge Document Drop Down > Select Saved Letter and Run

Commitment Letter – Single Facility Navigate to: Admin > Application > Documents > Merge Doc Setup Find Letter & Edit Copy Change Applicability Rename & Save Letter Name: Cmmt (Your Name) Set Applicability: Facility Save then Edit Template

GTodayPlus45: Today’s date plus 45 days

Commitment Letter Table Table Starts and Table Ends are added for Guarantors and Collateral. This is used to list these items within the cell. Expanded merge menus: G: General FC: Facility GUAR: Person Guarantor C: Collateral

Commitment Letter Signature Lines Insert two tables, 1 for Borrower signatures and 1 for Guarantor signatures BORR: Person Borrower GUAR: Person Guarantor

Commitment Letter Signature Lines Insert Table > 2 Columns & 1 Row Borrower: In the left column, select under Tables > Borrowers Start followed by BORRFullName under the Person Borrower menu. Press the Enter key two times and create a signing line with Shift + the underscore key. Type “By:” and “Its:” under the signing line. In the right column, press the Enter key two times and create a date line. Type “Date” followed by Borrowers End under Tables. Guarantor: Follow the above except use Guarantors Start and Guarantors End for the Tables and GUARFullName under the Person Guarantor menu. In the left column press the Enter key three times and create a date line.

Commitment Letter – Multiple Facility Navigate to: Admin > Application > Documents > Merge Doc Setup Find Letter & Edit Copy Change Applicability Rename & Save Letter Name: Cmmt2 (Your Name) Set Applicability: Facility Save then Edit Template

Insert a single row table with 3 columns. Right mouse click on the table > Table Properties > Options > Uncheck Automatically resize > Click OK. Click Borders and Shading > Select None > Click OK > OK.

Left column > Tables Merge Code > Facility Table Start Right Column > Tables Merge Code > Facility Table End Make the left and right columns as narrow as possible. Cut and Paste the facility table previously made into the center column.

Scroll down to the Signers section Scroll down to the Signers section. Insert a single row table with 3 columns. Right mouse click on the table > Table Properties > Options > Uncheck Automatically resize > Click OK. Click Borders and Shading > Select None > Click OK > OK.

Left column > Tables Merge Code > Facility Table Start Right Column > Tables Merge Code > Facility Table End Make the left and right columns as narrow as possible. Center Column > Add Merge Code FCFacilitySeqID under Facility. Cut and Paste the signers table previously made into the center column.

15. LoanVantage Save

16. Return to the Merge Letter in Admin > Edit > Change Applicable For from Facility to File. Save. This allows the letter to run from the File and produce all facilities in the same merge letter.

Run Multiple Facility Commitment Letter Loan Request File Documents > New Document Merge Document Drop Down > Select Saved Letter and Run

Additional References Administration Guide Merge Code Descriptions Merge Documents Handout How to create a single merge document for multiple facilities Copies of Letters Made Today!

Thank you! Any questions? You can find me at rtufts@profitstars.com (417) 235-4114 Ext. 505725