Export a loan file and setup file:
- While on the Loan Screen go to File->Import/Export
- First click on Export Loan to Binary File
- Click the Browse button to select the location where the file will be saved to
- Click the Process button
- This will create a *.LBF file
- Then repeat the steps, except this time you should select Export Setup to Binary File
- Click the Browse button to select the location where the file will be saved to
- Click the Process button
- This will create a *.LSF file
Keep in mind, the setup file will be required in order for us to setup a test database with your settings on our side. This file may be large and you can potentially run into obstacles when trying to email this file. If you are a licensed client, then you can place on your FTP folder for us to retrieve. If you are a hosted client and are unable to email the file, please consult your support representative.