E&k2G&a5L&l3E&l1S&l0O(8U(s12h12v0s0b6T&l6D (s7BIntroduction(s0B JARVIS' (s7BSYSTEM(s0B (s7BBH(s0B SOFTWARE AND MANUAL ARE PROTECTED BY COPYRIGHT (C) 2000 JARVIS COMPUTER SOFTWARE. ALL RIGHTS RESERVED. NO DUPLICATION WITHOUT EXPRESS WRITTEN PERMISSION. (s7BSYSTEM(s0B (s7BBH(s0B is a system for entering loans, collecting payments, and printing receipts. The system can remind you to follow up on contacting references, insurance companies, and customers. The system is carefully designed to provide accurate record keeping for you, auditors and finance companies. (s7B0.1.(s0B (s7BMASTER(s0B (s7BMENU(s0B _____________________________________________________________ (s7BScreen(s0B (s7B1:(s0B (s7BSYSTEM(s0B (s7BBH(s0B (s7BMASTER(s0B (s7BMENU(s0B (s17H MASTER MENU BUY HERE BY JARVIS COMPUTER SOFTWARE. (C) 1994, 1995. ALL RIGHTS RESERVED. 1. ORIGINATE LOAN & FOLLOW UP. 20. LOAD PROGRAM UPDATES. 2. ENTER PAYMENTS & PRINT RECEIPTS. 21. OTHER MENU. 3. PRINT DAILY & MONTHLY SUMMARIES. 22. EDIT RECEIPT FORM. 4. OVERDUE REPORT. 23. SHELL. 5. CASH FLOW PROJECTION. 6. OPEN CONTACT REPORT. 7. EXPIRED INSURANCE REPORT. FILE REBUILD 10. LOAN FILE. 11. PAYMENT FILE. 12. NAME INDEX FILE. 13. CONTACT FILE. 14. RECEIPT NUMBER FILE. PLEASE CHOOSE [__] F1=CLEAR CURRENT FIELD. F5=EXIT. F6=SETUP & MAINTENANCE. F7=HELP. (s12H _____________________________________________________________ (s7B1.(s0B (s7BORIGINATE(s0B (s7BLOAN(s0B (s7B&(s0B (s7BFOLLOW-UP(s0B (s7B1(s0B This program allows data entry of the relevant information to originate a loan. Included in this information is name, address and phone number of the purchaser and co-purchaser. Also included is their vehicle information, employers, relatives, references and insurance information. Screen four has the information for contacting the purchaser, co-purchaser, and references. This screen displays phone numbers, and allows logging of the current contact information. Through the F3 option key previous contact logs may be viewed. (s7B2.(s0B (s7BENTER(s0B (s7BPAYMENT(s0B (s7B&(s0B (s7BPRINT(s0B (s7BRECEIPT(s0B This program is used for receiving loan payments. It automatically calculates the amount of principal and interest in each payment. It prints a receipt to be given to the customer. This program can be used to cancel the last payment made if it was in error. (s7B3.(s0B (s7BPRINT(s0B (s7BDAILY(s0B (s7B&(s0B (s7BMONTHLY(s0B (s7BSUMMARIES(s0B You may print a receipt report showing all monies or you can print a "FICO", finance company report. (s7B4.(s0B (s7BOVERDUE(s0B (s7BREPORT(s0B This report shows those accounts that are already past due. (s7B5.(s0B (s7BCASH(s0B (s7BFLOW(s0B (s7BPROJECTION(s0B This report shows the cash flow for the next 90 days. Included in this report is the overdue summary. (s7BFILE(s0B (s7BREBUILD(s0B This section of the menu allows you to reconstruct indexes of data files that may have been damaged by improper shutdowns or power outages. (s7B20.(s0B (s7BLOAD(s0B (s7BPROGRAM(s0B (s7BUPDATES(s0B Use this program whenever you get a System BH update from Jarvis Computer Software. July 30, 2001 page 2 (s7B21.(s0B (s7BOTHER(s0B (s7BMENU(s0B Some users may have need for fast access of other Jarvis Programs while using System BH. This menu may provide that access. If you choose this selection and nothing happens, then this feature has not been installed on your system. (s7B22.(s0B (s7BEDIT(s0B (s7BRECEIPT(s0B (s7BFORM(s0B Modifying the wording and type style of the receipt printing is possible using this option. (s7B0.2.(s0B (s7BORIGINATE(s0B (s7BLOAN(s0B _____________________________________________________________ (s7BScreen(s0B (s7B2:(s0B (s7BORIGINATE(s0B (s7BLOAN(s0B (s7B-(s0B (s7BSET-UP(s0B (s7BPAYMENT(s0B (s7B(MAIN(s0B (s7BMENU(s0B (s7B#1)(s0B (s17H PAYMENT SETUP BY JARVIS COMPUTER SOFTWARE (C) 1994, 1995, ALL RIGHTS RESERVED. PAGE 1 OF 4. LOAN ID (STOCK #): _______ TYPE (N/U): _ YEAR: __ CYLINDERS: __ MAKE: _______________ BODY: ______________ MODEL: __________________ VIN: ____________________ N-C: __/__/__ AMOUNT FINANCED: _________ FINANCE CHARGE: _________ APR: _________ # OF PAYMENTS: ___ PAYMENTS/YEAR: __ PAYMENT AMOUNT: _________ DATE OF 1ST PAYMENT: __-__-__ CONTRACT DATE: __-__-__ PURCHASER: ______________________________ PHONE: (___) ___-____ ADDRESS: ______________________________ A/R#: ______ ______________________________ CITY: __________________ STATE: __ ZIP: _____-____ CO PURCHASER: ______________________________ PHONE: (___) ___-____ ADDRESS: ______________________________ A/R#: ______ ______________________________ CITY: __________________ STATE: __ ZIP: _____-____ SALESPERSON: _______________ FICO CODE: ____ F1=CLEAR CURRENT FIELD, F5=EXIT, ESC=SAVE DATA, F2=NEXT SCREEN. F3=ADDTIONAL FUNCTIONS, F7=HELP. (s12H _____________________________________________________________ (s7BUSE(s0B (s7BWITH(s0B (s7BJARVIS(s0B (s7BSystem(s0B (s7BFI(s0B System FI, (Finance and Insurance), can be a data source for System BH. The use of System FI is completely optional and the integration is so data will not have to be entered twice. If you do not already have System FI, then please skip to July 30, 2001 page 3 "USE OF ORIGINATE LOAN & FOLLOW-UP" If you have Jarvis System FI, you can transfer data from System FI into System BH using the F3 function key. F3-Deal info is deal information in System FI before it has been recapped. Selecting this option brings up a list of currently active deals. Select the number of the deal to be transferred into System BH. (s7BUSE(s0B (s7BOF(s0B (s7BORIGINATE(s0B (s7BLOAN(s0B (s7B&(s0B (s7BFOLLOW-UP(s0B To enter a new loan, enter a loan ID number. The program should beep; this indicates that the number does not already exist. To look at an existing loan, enter its ID number; the program will bring up the information. To look up or add contact information, enter the loan ID number, and when the program brings up the information, press F2 three times. This takes you to the contact screen. It is described at the end of this section. If you don't know the Loan ID number for an existing loan, press F3 F and enter the name. The screen will display the Loan ID Number in the second column. Press "S" to select, and enter the row number. If no loan exists under this name, the program will come back to the previous menu. If you are making a change, use arrow keys to move to the field that needs to be changed. When you are ready press ESC to save it. You do not need to press ESC on every screen, however; if you are making several changes, you can press F2 to go to the next screens, and press ESC when you have made all your changes. (s7BFIELDS(s0B (s7BON(s0B (s7BORIGINATE(s0B (s7BLOAN(s0B (s7BFIRST(s0B (s7BSCREEN(s0B The Type is N for new vehicle or U for used. Press F3-"U" to display used vehicle list or press F3-"N" to display new vehicle list and press "S" to select the vehicle. Year, Cylinders, Make, Body, Model & VIN describe the vehicle. N-C is some sort of date. It is only stored on this screen, and not used anywhere else. Amount financed, Finance charge, APR, # of payments, Payments/year, Payment amount, Date of first payment, and Contract date describe the loan. These numbers will be filled July 30, 2001 page 4 in for you if you use the F3 Deal option. Purchaser and co-purchaser describe the buyer(s). The A/R# is a six-character code used to reference customers in the Accounts Receivable system. Salesrep is the sales representative's name. FICO is a four-character code that indicates who the finance company is. (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BON(s0B (s7BSET-UP(s0B (s7BPAYMENT(s0B (s7BSCREEN(s0B F1 - Clear Current Field F2 - Display Next Screen F3-"D" - Display Deal List from System FI F3-"N" - Display New Vehicle List F3-"N"-"S" - Select New Vehicle F3-"U" - Display Used Vehicle List F3-"U"-"S" - Select Used Vehicle F3-"F" - Find Loan Information F3-"Q" - Quit F3 Option F4 - Display Previous screen F5 - Exit to Main Menu ESC - Save Information (s7BORIGINATE(s0B (s7BLOAN(s0B (s7B&(s0B (s7BFOLLOW-UP,(s0B (s7BSCREEN(s0B (s7B2(s0B Enter Insurance and Employer information. Then press F2 to move to next screen. July 30, 2001 page 5 _____________________________________________________________ (s7BScreen(s0B (s7B3:(s0B (s7BORIGINATE(s0B (s7BLOAN(s0B (s7B-(s0B (s7BINSURANCE(s0B (s7B&(s0B (s7BEMPLOYMENT(s0B (s17H INSURANCE & EMPLOYMENT PAGE 2 OF 4 (C) COPYRIGHT 1995 INSURANCE CO: ________________ POLICY #: ________________ AGENT: ______________________________ EXPIRATION: 00/00/00 (___) ___-____ THEFT & COLLISION: _________ COMP: _________ PURCHASER EMPLOYER NAME: ______________________________ ADDRESS: ______________________________ CITY: __________________ STATE: __ ZIP: _____ (___) ___-____ CO-PURCHASER EMPLOYER NAME: ______________________________ ADDRESS: ______________________________ CITY: __________________ STATE: __ ZIP: _____ (___) ___-____ F1=CLEAR CURRENT FIELD. F5=EXIT. F2=NEXT SCREEN. F4=PREVIOUS SCREEN. F3=FKEYS. F7=HELP. (s12H _____________________________________________________________ (s7BFUNCTION(s0B (s7BKEYS(s0B F1 - Clear current field F2 - Display next screen F4 - Display previous screen F5 - Exit to Main Menu ESC - Save information on all screens. July 30, 2001 page 6 _____________________________________________________________ (s7BScreen(s0B (s7B4:(s0B (s7BORIGINATE(s0B (s7BLOAN(s0B (s7B-(s0B (s7BREFERENCES(s0B (s17H REFERENCES PAGE 3 OF 4 (C) COPYRIGHT 1995 --------- PURCHASER ----------------------------------------------------------- NAME: ______________________________ RELATIONSHIP: __________ ADDRESS: ______________________________ CITY: __________________ STATE: __ ZIP: 00000 (000) 000-0000 NAME: ______________________________ RELATIONSHIP: __________ ADDRESS: ______________________________ CITY: __________________ STATE: __ ZIP: 00000 (000) 000-0000 --------- CO-PURCHASER -------------------------------------------------------- NAME: ______________________________ RELATIONSHIP: __________ ADDRESS: ______________________________ CITY: __________________ STATE: __ ZIP: 00000 (000) 000-0000 NAME: ______________________________ RELATIONSHIP: __________ ADDRESS: ______________________________ CITY: __________________ STATE: __ ZIP: 00000 (000) 000-0000 F1=CLEAR CURRENT FIELD. F2=NEXT SCREEN. F5=EXIT. F4=PREVIOUS SCREEN. F3=FKEYS. F7=HELP. (s12H _____________________________________________________________ (s7BORIGINATE(s0B (s7BLOAN(s0B (s7B&(s0B (s7BFOLLOW-UP,(s0B (s7BSCREEN(s0B (s7B3(s0B Enter purchaser and co-purchaser's information. Press F2 to move to next screen. Press ESC to save it. (s7BFUNCTION(s0B (s7BKEYS(s0B F1 - Clear Current Field F2 - Display Next Screen F4 - Display Previous screen F5 - Exit to Main Menu ESC - Save information on first three screens. July 30, 2001 page 7 _____________________________________________________________ (s7BScreen(s0B (s7B5:(s0B (s7BORIGINATE(s0B (s7BLOAN(s0B (s7B-(s0B (s7BCONTACT(s0B (s17H CONTACT BY JARVIS COMPUTER SOFTWARE (C) 1995 LOANID +-H-( ) - 0.00 | W-( ) - | R-( ) - +-R-( ) - +-H-( ) - 0.00 | W-( ) - N-C: 00/00/00 | R-( ) - INITIALS: ___ +-R-( ) - COMMENTS: ____________________________________________________________________ CONTACT DATE: 09/18/00 CONTACT TYPE: ____ CALL BACK DATE: 00/00/00 ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ESC=SAVE CONTACT RECORD. F1=CLEAR CURENT FIELD, F4=PREVIOUS SCREEN. F5=EXIT F3=ADDITONAL FUNCTIONS, F7=HELP. (s12H _____________________________________________________________ (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BON(s0B (s7BCONTACT(s0B (s7BSCREEN(s0B (s7BF1 (s0Bclears the field that the cursor is on. (s7BF3 (s0Bpresents this menu bar: Contacts View payments "cLear callback" Fkeys Quit (s7BF3(s0B (s7BC (s0Bdisplays a list of contact records you have previously entered for this loan; they are displayed most recent first. After you press F3 C it asks you to "enter contact type"; you can type in one of the codes that you use for contact type, and it will show only those contact records that have that code. Or, you can just press Enter when it asks you to "enter contact type", and it will then show all of the contact records. Press F5 to get back to the contact screen from the list of contact records. (s7BF3(s0B (s7BV (s0Bdisplays a list of payments for this loan. Press F5 to get back to the contract screen from the list of July 30, 2001 page 8 payments. (s7BF3(s0B (s7BL (s0Bclears the call-back date for one of the contact records. It displays all of the contact records that have a call-back date and allows you to select one to clear. This affects whether the contact record will show up on the call-back report. If you press F3 L and nothing happens, there are no contact records that have a call-back date. (s7BF3(s0B (s7BF (s0Ballows you to map a function key to a sequence of characters. This function key assignment applies to all four screens of this program. (s7BF3(s0B (s7BQ (s0Ballows you to get out of the F3 menu bar without doing anything. (s7BFIELDS(s0B (s7BON(s0B (s7BCONTACT(s0B (s7BSCREEN(s0B The top portion of the screen lists the phone numbers for this account. The home, work and references' telephone numbers are shown for the buyer and below that, the co-buyer. The numbers to the right are the buyer's and co-buyer's outstanding balance in the accounts receivable system. Enter your initials when you are logging a new contact. The Comments field can contain any type of reminder. It is stored with the loan rather than the contact records, so it will show up whenever you bring up the loan information. It will not show up on the contact records or contact reports. Contact date is the date of the contact record--normally today's date. Enter up to a four character "Contact type" code to classify the type contact being made. You might use INS for insurance and PAY for payment or LATE for late payment. Call back date is the date you want to call back the contact. You can leave it zero-filled if you do not want to be reminded to call back. If you put in a date, the contact record will show up on the call-back report. You can later clear this date with the F3 L option on this screen. The blank lines at the bottom of the screen are for your notes about this contact. July 30, 2001 page 9 (s7BSAVING(s0B (s7BTHIS(s0B (s7BCONTACT(s0B Press the escape key to save the contact. This also saves any changes on the first three screens of this program. (s7B0.3.(s0B (s7BENTER(s0B (s7BPAYMENTS(s0B (s7B&(s0B (s7BPRINT(s0B (s7BRECEIPTS(s0B _____________________________________________________________ (s7BScreen(s0B (s7B6:(s0B (s7BENTER(s0B (s7BPAYMENTS(s0B (s7B&(s0B (s7BPRINT(s0B (s7BRECEIPTS(s0B (s7B(MAIN(s0B (s7BMENU(s0B (s7B#2)(s0B (s17H ENTER PAYMENT BY JARVIS COMPUTER SOFTWARE. (C) 1994, 1995 ALL RIGHTS RESERVED. LOAN ID.: _______ DATE OF THIS PAYMENT: __/__/__ FICO PURCHASER CO.PURCHASER YEAR MAKE MODEL VIN PAYMENT EXPECTED AMOUNT OF THIS PAYMENT: _________ DATE OF LAST PAYMENT NO. DATE DAYS AMOUNT PRINCIPAL INTEREST MISC.NEW BALANCE ARREARS RECEIPT # __2057 PRIN.PAYMENT OLD BALANCE INT. PAYMENT PRIN.PAYMENT DAYS MISC. PAYMENT: _________ NEW BALANCE ----------- TOTAL PAYMENT DAILY INTEREST COMMENT: ____________________________________________________________ RECEIVED BY: _____ F1=CLEAR CURRENT FIELD, F3=ADD'L, F5=EXIT, ESC=PRINT RECEIPT & SAVE, F7=HELP. (s12H _____________________________________________________________ (s7BENTER(s0B (s7BPAYMENT(s0B (s7B&(s0B (s7BPRINT(s0B (s7BRECEIPTS(s0B Enter Loan Id number. If you don't know the Loan ID number, press F3-"F" and enter the name. The screen will display the Loan ID Number in the second column. Press "S" to select, and enter the row number. Date of payment defaults to current date. You can change it if necessary. Enter amount of payment, receipt number, any miscellaneous payment, comments and your initial or name. Press ESC to print receipt. July 30, 2001 page 10 (s7BFUNCTION(s0B (s7BKEYS(s0B (s7BIN(s0B (s7BENTER(s0B (s7BPAYMENTS(s0B The function keys have the following functions: (s7BF1 (s0BClear current field. (s7BF3 (s0BLets you select from the following menu-bar: Find Print Reverse Abandon Mass_print View Fkeys Quit (s7BF3(s0B (s7BF (s0BFind loan information; asks for the name and lets you choose one. (s7BF3(s0B (s7BP (s0BPrint a receipt. (s7BF3(s0B (s7BR (s0BDeletes the most recent payment that is shown on the list of payments. The payment no longer displays; however, the system remembers the entries so that if you print the list of payments, the payment is shown as being reversed out. (s7BF3(s0B (s7BA (s0BAbandon the loan. An abandoned loan can be excluded from reports. The loan's code (loan ID) is changed so that is has a "~" as the first character. You can access the abandoned loan by entering the new code as the loan ID. You can re-use the existing loan ID to enter new information. (s7BF3(s0B (s7BM (s0BPrints a list of all receipts within a specified date range, with one page per customer. This might take a long time, especially if you are on a serial terminal. (s7BF3(s0B (s7BV (s0BShows loan payments. Similar to the payments that are displayed in the middle third of the screen, but it shows the complete list rather than just the last four. It also shows reversed-out payments. After the list is shown, press Page-Down and Page-Up to look through it, then press F5 to get back to this screen. July 30, 2001 page 11 (s7B0.4.(s0B (s7BPRINT(s0B (s7BDAILY(s0B (s7B&(s0B (s7BMONTHLY(s0B (s7BSUMMARIES(s0B _____________________________________________________________ (s7BScreen(s0B (s7B7:(s0B (s7BPRINT(s0B (s7BDAILY(s0B (s7B&(s0B (s7BMONTHLY(s0B (s7BSUMMARIES(s0B (s7B(MAIN(s0B (s7BMENU(s0B (s7B#3)(s0B (s17H BUY HERE REPORTS BY JARVIS COMPUTER SOFTWARE (C) 1994, 1995. ALL RIGHTS RESERVED. 1. RECEIPT REPORT. 2. FICO REPORT. 3. PERIOD REPORT. PLEASE CHOOSE [__] DATES: __/__/__ THROUGH 09/19/00 FICO: ____ THROUGH ____ F1=CLEAR CURRENT FIELD, F3=FKEYS, F5=EXIT, ESC=PRINT REPORT. F7=HELP. (s12H _____________________________________________________________ (s7BPURPOSE(s0B (s7BOF(s0B (s7BPRINT(s0B (s7BDAILY(s0B (s7B&(s0B (s7BMONTHLY(s0B (s7BSUMMARIES(s0B This program prints reports showing receipts. The receipt report shows the receipts in order by loan ID. The FICO report shows the receipts for each finance company. If you specify a range of finance codes, each finance company prints on its own page. To print receipts for just one finance company, enter its code in both fields. The period report shows payments that are due. (s7BUSE(s0B (s7BOF(s0B (s7BPRINT(s0B (s7BDAILY(s0B (s7B&(s0B (s7BMONTHLY(s0B (s7BSUMMARIES(s0B Enter the range of dates. You can enter the same date in both fields for a report showing just that date. For reports 2 and 3, enter the range of finance company codes. For report number 1, these fields are not used. Press ESC to print the report. July 30, 2001 page 12 (s7B0.5.(s0B (s7BOVERDUE(s0B (s7BREPORT(s0B _____________________________________________________________ (s7BScreen(s0B (s7B8:(s0B (s7BOVERDUE(s0B (s7BREPORT(s0B (s7B(MAIN(s0B (s7BMENU(s0B (s7B#4)(s0B (s17H OVERDUE REPORT BY JARVIS COMPUTER SOFTWARE (C) 1994, 1995, 1996. ALL RIGHTS RESERVED. FICO: ____ THROUGH ____ 1. OVERDUE REPORT. 2. AGED REPORT. 3. STATUS REPORT. PLEASE CHOOSE [_] INCLUDE ABANDONED ACCOUNTS (Y/N): _ F1=CLEAR CURRENT FIELD, F3=FKEYS, F5=EXIT, ESC=START REPORT. F7=HELP. (s12H _____________________________________________________________ (s7BUSE(s0B (s7BOF(s0B (s7BOVERDUE(s0B (s7BREPORT(s0B Enter starting and ending FICO number. Press ESC to start printing report. (s7BFIELDS(s0B (s7BOF(s0B (s7BOVERDUE(s0B (s7BREPORT(s0B Starting FICO and ending FICO are the range of Finance Codes that you want to show up on the report. To print everything, enter through these fields without typing anything. To print the report for a single finance code, put the code in both fields. To print a range (alphabetically), fill in the starting and ending codes. The "Please Choose" field tells what report to print. The Aged Report (#2) breaks down the late payments by how late they are, and shows the totals for each date range. The Status Report shows details of each loan with a late amount; it shows loan dates, principal and interest amounts due, and collateral description. The "Include abandoned accounts" field indicates whether to print abandoned loans (these are loans on which you used the F3 A function on screen #2). This only applies to the status report. July 30, 2001 page 13 (s7BFUNCTION(s0B (s7BKEYS(s0B F1 - Clear Current Field F5 - Exit to Main Menu ESC - Start Report (s7BTROUBLE-SHOOTING(s0B A divide-by-zero error means that you did not enter "Payments/year" on one of the deals it is trying to print. July 30, 2001 page 14 (s7B0.6.(s0B (s7BCASH(s0B (s7BFLOW(s0B (s7BPROJECTION(s0B (s7BPURPOSE(s0B (s7BOF(s0B (s7BCASH(s0B (s7BFLOW(s0B (s7BPROJECTION(s0B (s7B(MAIN(s0B (s7BMENU(s0B (s7B#5)(s0B The Cash Flow report shows the payments that should be received in the next four weeks, broken down by weeks. It also shows overdue amounts. (s7BUSE(s0B (s7BOF(s0B (s7BCASH(s0B (s7BFLOW(s0B (s7BPROJECTION(s0B Enter starting and ending FICO number. Enter starting and ending page numbers. Press ESC to start printing report. There is no option to print-to-screen. July 30, 2001 page 15 (s7B0.7.(s0B (s7BOPEN(s0B (s7BCONTACT(s0B (s7BREPORT(s0B _____________________________________________________________ (s7BScreen(s0B (s7B9:(s0B (s7BOPEN(s0B (s7BCONTACT(s0B (s7BREPORT(s0B (s7B(MAIN(s0B (s7BMENU(s0B (s7B#6)(s0B (s17H CONTRACT REPORT BY JARVIS COMPUTER SOFTWARE. (C) 1995 ALL RIGHTS RESERVED SELECT MODE (1/2): _ 1=CALLBACK DATE 2=CONTACT DATE INCLUDE ABANDONED ACCOUNTS (Y/N): _ STARTING CALL BACK DATE: 09/22/00 ENDING CALL BACK DATE: 09/22/00 STARTING CONTACT DATE:01/01/00 ENDING CONTACT DATE: 09/22/00 STARTING LOAN ID: _______ ENDING LOAN ID: _______ STARTING CONTACT TYPE: ____ ENDING CONTACT TYPE: ____ INCLUDE CALL BACK REQUIRED (Y/N): Y INCLUDE NO CALL BACK REQUIRED (Y/N): N STARTING PAGE: ___ ENDING PAGE: ___ F1 = CLEAR CURRENT FIELD, F3 = FKEYS, F5 = EXIT, F7 = HELP. ESC = START REPORT. (s12H _____________________________________________________________ (s7BUSE(s0B (s7BOF(s0B (s7BOPEN(s0B (s7BCONTACT(s0B (s7BREPORT(s0B The open contact report lets you look at contacts that were entered in the fourth screen of the "Originate Loan & Follow-up" program (menu #1). The report shows the contact date, call-back date, initials, vehicle description and the contact information that was entered on the contact screen. (s7BFIELDS(s0B (s7BIN(s0B (s7BOPEN(s0B (s7BCONTACT(s0B (s7BREPORT(s0B The Select Mode field should be 1 if you want the report to show callback dates that are within a certain range, or 2 if it should show contact dates with the given range. Use the call-back to find people you intended to call back at a particular time (usually, today). Use the contact date to find contact records that were originally entered on a July 30, 2001 page 16 particular date or dates. Include Abandoned Accounts tells whether to include callback information on loans that were "abandoned". An abandoned loan is one which you set to a special status by pressing F3 A on the payment screen. The date ranges indicate which contact records show up on the report. Only one of the two date ranges are enterable, depending on your answer to Select Mode. For call-backs, you can just enter through the fields to default them to today's date, so you can find people you intend to call back today. Starting Loan ID and ending Loan ID let you restrict the report to certain Loan ID numbers. Enter through these fields to print all Loan IDs. To print contacts for a single loan, enter the loan ID in both the starting and ending fields. Starting and ending Contact Type let you restrict the report to a range of contact types. You can enter through these fields to print any contact type. You can print a single contact type if you put that contact type in both the starting and ending fields. If the Include Call Back Required is Y, the report will show records that have a call-back date. If the No Call Back Required field is Y, the report will show records that do not have a call-back date. Answer both fields Y to show all records. These fields are only applicable if the Select Mode field is 2 (for contact date). Starting Page and Ending Page fields let you print part of the report. Leave them blank to print the whole report. July 30, 2001 page 17 (s7B0.8.(s0B (s7BEXPIRED(s0B (s7BINSURANCE(s0B (s7BREPORT(s0B _____________________________________________________________ (s7BScreen(s0B (s7B10:(s0B (s7BEXPIRED(s0B (s7BINSURANCE(s0B (s7BREPORT(s0B (s7B(MAIN(s0B (s7BMENU(s0B (s7B#7)(s0B (s17H EXPIRED INSURANCE REPORT BY JARVIS COMPUTER SOFTWARE (C) 1998. ALL RIGHTS RESERVED. STARTING EXPIRATION DATE: __/__/__ ENDING EXPIRATION DATE: __/__/__ F1 = CLEAR CURRENT FIELD, F5= EXIT, F7=HELP, ESC=START REPORT (s12H _____________________________________________________________ (s7BUSE(s0B (s7BOF(s0B (s7BEXPIRED(s0B (s7BINSURANCE(s0B (s7BREPORT(s0B The expired insurance report warns you when financed vehicles' insurance is due to expire so you can make sure they remain covered. The report shows any insurance policies that are due to expire within a date range that you can enter. The expiration date information comes from the second screen of the Originate Loan program. July 30, 2001 page 18 (s7BIndex(s0B (s7B19(s0B (s7BSystem(s0B (s7BBH(s0B (s7BTable(s0B (s7Bof(s0B (s7BContents(s0B Introduction .............................................. 1 0.1. MASTER MENU .......................................... 1 0.2. ORIGINATE LOAN ....................................... 3 0.3. ENTER PAYMENTS & PRINT RECEIPTS ..................... 10 0.4. PRINT DAILY & MONTHLY SUMMARIES ..................... 12 0.5. OVERDUE REPORT ...................................... 13 0.6. CASH FLOW PROJECTION ................................ 15 0.7. OPEN CONTACT REPORT ................................. 16 0.8. EXPIRED INSURANCE REPORT ............................ 18 Index .................................................... 19 (s7Bi(s0B E&k2G&a5L&l3E&l1S&l0O(8U(s12h12v0s0b6T&l6D (s7BIndex(s0B Abandoning a loan..............................11 Call-back date, entering........................9 Call-back date, removing........................8 Call-back report...............................16 Cash flow projection...........................15 Contact report.................................16 Contact screen..................................9 Contact screen, accessing.......................4 Daily summaries................................12 Employer screen.................................5 Enter loan......................................4 Enter payment..................................10 Expired insurance report.......................18 FICO report....................................12 Insurance report...............................18 Insurance screen................................5 Lapsed insurance, listing......................18 Late payments report...........................13 Listing receipts...............................11 Loan, originating...............................4 Main Menu.......................................1 Mass print.....................................11 Monthly summaries..............................12 Open contact report............................16 Originate loan..................................4 Overdue report.................................13 Payments overdue report........................13 Phone numbers...................................9 Policies, listing expirations..................18 Print receipt..................................10 Projection, cash flow..........................15 Rebuild.........................................2 Receipt........................................10 Receipts list..................................11 (s7B20(s0B Receipts, report of............................12 Reference screen................................7 Report of receipts.............................11 Telephone numbers...............................9 July 30, 2001 page 21