This guide is intended for QDM Administrators and Power Users, and will demonstrate how to configure a QDM installation to meet custom requirements.
Throughout the document, the term “manage” will be used; manage generally refers to creating, updating and deleting records.
Mortgage Specific Data Structures
Before configuring QBO, it’s important to understand the data structures invoked with a mortgage. The diagram to the right includes the core mortgage-related tables used by QDM.
Key items to note include:
Property and Loan are separate tables; if there are multiple loans on the property, each loan gets its own record in the Loan table
Foreclosure, Bankruptcy, Eviction, Closing, BidAtSale and ShortSale all derive from the Process table
Borrower is a child of the Loan table, includes a ContactID for the basic contact information, and also includes MISMO-standard borrower-related fields that are not otherwise contained in the Contact table.
The Design provides links to manage administrative objects, including:
User Accounts: create, update, activate and deactivate users of the system
Group Access: control what groups have access to various templates
Roles: create, update, delete, and manage functional permissions for roles
Contacts: create, update and delete template for contacts, such as Borrowers, Non-Obligors, and Debtor Attorneys
Documents: create, update and delete mail-merge document templates
Forms: create, update and delete task templates for users to complete, including custom fields per task
Import Files: create, update and delete import templates for different kinds of import routines from various data sources