Address Selection for Forms

The Address Selection feature of Expert provides the ability to determine whether a local office address or the firm address is to appear on the various forms generated by Expert.

Note: The Address Selection feature must be enabled for your firm. See your firm administrator for more information.

To determine the address that appears on a form, complete the following steps:

1. Click the Options tab in the top menu. The User Options screen appears.
   
   
    

2. Click the Address Selection link. The Address Selection page appears.
   
   
   
   
   
    

3. Make your selections for each form accordingly. The forms belong to one of two sections on the screen:
   
   Section 1
   The forms listed below will display the Firm or Local Office Address based on logged in user's selections - When a form in this section is generated, the address to appear on the form (either firm or local office) will be based on the setting of the logged-in user who is generating the form.
   For example, if an assistant has selected Local Office for the Income Required form, then when the Income Required form is generated by the assistant, the local office address appears on the form. However, if an associate has selected Firm for the Income Required form, then when the Income Required form is generated by the associate, the firm office address appears on the form.
   
   Section 2
   The forms listed below will display the Firm or Local Office Address based on the agent on the deal's selection(s) - This section is for agents only. When a form in this section is generated, regardless by whom, the address to appear on the form (either firm or local office) will be based on the setting of the agent tied to the deal.