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FTP to Mortgage Site

Last Revised: April 10, 2013

 

Table of Contents

When to use:  

The FTP to Mortgage Site Process allows you to send a file via ftp from the ACT 7.0 secure server to ACT's FTP server.  This is a convenient way to gain access to files created through the Batch Menu.  This process zips the file that is placed on the FTP site.  To get an unzipped file, use the FTP to Mortgage Site Process - Unzipped File process.

ClosedUser Entitlements

The following user entitlements must be set for each user who needs access to the Batch Menu and Batch Request screens. They are part of the Run Batch Processes task.  See Tasks, Entitlements, and Jobs for more information. The user entitlement for each batch menu no. mentioned below must be set to Y for each authorized user. Batch menu nos. default to N when they are added.

BATCH_MENU - access to the Batch Menu to generate the reports.

BATCH_REQUEST - access to the Batch Request screen to see the reports.

To run a FTP to Mortgage Site Process:

  1. From the Main Menu, click on Products, then Batch Products.  The ACT Batch Menu will appear.  
  2. Click on the FTP to Mortgage Site Process line, batch menu no. 1602.
  3. Press Enter.  The parameter screen for this report appears.
  4. Leave the default entry of the Directory field as it is.  This value is set by ACT.

Hint: For statements, the directory needs to be changed to '/usr2/spool/stmts'. For open records files or refund files created by the TN536 Refund Report, it should be '/usr2/spool/act'.

  1. Enter the name of the file to be sent in the File Name field.  This is a case-sensitive field. If the file was created by either the Create Data File for Current Statements or Create Data File for Delinquent Reminders/Notices process, enter the name generated by that process.  This can be found on the log report generated by the process (see the Batch Request screen).

Note: Do not include STMT_DIR/ in this entry. The file name will be similar to 'statement_delq_data.79000000.321945.1.data'.

  1. Enter the tax office location in the Default FTP site field.

Note: You only need to enter the location name here (i.e. FBC, Brazoria, etc.).  The batch process will send the file to that site's pre-determined ftp site.

  1. In the Override FTP Site Path, enter a subdirectory on the default FTP site to place the file in if you do not want it in the root directory.
  2. Click Submit Job to start the report process.
  3. Click OK on the "OK to Submit Job" pop-up screen.
  4. To see when the process is finished, see Previewing and Printing Reports.