ProForm - Converting an Order from CDF to...

Converting a CDF Order to a HUD Order

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05/25/2018

• 4800 Falls of Neuse Road, Suite 400

• Raleigh, NC 27609

• Sales & Service: 800-848-0143

• Email: [email protected]

• Web: www.softprocorp.com

Converting a CDF order to a HUD order

Open the CDF based order. In the order ribbon select the option to Rename Order.

Rename the order to be same order number as present and add some form of

identification that will make the order number unique. Select OK.

The handout will assist in the basic generic process of converting anCDF-based order to a HUD-based order. Many of the functions that are outlined in this handout

are permission based functions.


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• Sales & Service: 800-848-0143



Save and close the order.

Create a New Order.

Change the Order number to the same number as the previous CDF based order number.

Select the HUD-1 radio button and then select the search icon.


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• Sales & Service: 800-848-0143



A. Select the Browse Icon in the template area (Note: If there is already a template

shown there highligh it and hit the - icon to remove it.

The order search window will appear, enter the new number (that you renamed

the CDF based order). Check off the Orders check box and select Search.

Highlight the CDF-based order and select OK.


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• Sales & Service: 800-848-0143



Verify that the new order number and previuos order numbers are correct, that the HUD-

1 radio button is selected and Select OK to open the new order.

The new HUD-based order will be created with all data not directly entered onto a CDF

line from the old CDF-based order. (NOTE: Any Lines that had a CDF line associated

with it will now need to be sent to a HUD-1 line. You may see Errors & Warnings indicating

this. Make all adjustments as needed.)

Open up the Old CDF-based order again. (the one you renamed)

Go to the Register.


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• Sales & Service: 800-848-0143



If there are any funds in the register, transfer the funds to the new order’s register by

utilizing the Reassign Transaction feature under Actions in the transactions bar, or

utilize ledger to ledger transfer. (see handout on ledger transfers).

Enter the ledger ID (new HUD based file no) in the Reassign to ledger: field or search

for the ledger ID in the Ledger ID: field. Select Next.

Enter a reason for the adjustment. and select Next.


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• Sales & Service: 800-848-0143



Select the Payor code: and the Line number for the Earnest Money. Select Next.

A prompt will indicate that the existing funds will be removed from the CDF. Select OK.


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• Sales & Service: 800-848-0143



Once the funds have been transferred select Finish.

In the old HUD based Order:

Go to the tasks and mark any non-completed tasks as N/A. (These same tasks are now

in the new HUD-based order)


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05/25/2018



• Sales & Service: 800-848-0143



Go to the Status Screen.

Mark the Order Status as Duplicate or Canceled, based on company management

direction.

Exit the Old CDF-based order.

ProForm - Converting an Order from CDF to...

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