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Consulting Plus Inc.,
29222 Rancho Viejo Road, Suite 209 San Juan Capistrano, CA. 92675 (800)481-2708

 
 



LoanMaster Upgrade Instructions 



Effective June 2011, upgrades are not available for download.

Users with support subscriptions will be eligible for upgrades via remote login if they provide a remote login account. Terminal Services or "Log Me In", or similar service.


 ----The following is for archival purposes only ----


Beginning with version 4.11, the default installation location was changed from C:\lm2000 to c:\Program Files\LOANMASTER. do i need to know">"What Do I Need To Know..."

Download the file lmusetup.exe from the upgrades page. The link will start with "Download Latest Update Program". Be sure to instruct your browser to save the file on your desktop (or some other convenient place that you can find after  the download is completed.)

When the file is on your desktop, you should see an Icon that looks like this:

Occasionally, on some machines, the Icon comes out as a blank white window.

Execute this program by double clicking the Icon.

You will be asked for the update password. When the screen is first displayed, the "OK" button will be grayed out. When the correct password is entered, the "OK" button will become active and you can continue. The password changes each year in January and will be supplied at that time to each user who subscribes to the update service.

 

Enter the password you received from Bottom Line Software. Passwords ARE case sensitive. when the password is correct the "OK" button will become active and you can click on "OK"

Clicking on OK will start the Microsoft Windows Installation program and install the upgrade to your LoanMaster system.

On upgrades, after several messages are displayed you will come to the End User License Screen. Select the option button labeled "Accept" then click on "Next".

You will now see the readme file This will contain instructions relative to this upgrade. Unfortunately, you will not be able to print it until after the upgrade is complete. You will find a copy of it in the LoanMaster directory.

You will now be asked for the Normal Windows customer information. Loan Master does not use this information. It is stored by Windows.

Next you will see the Destination Folder Dialog. This is the most important screen in the update process. You must tell this screen where your system is located.

The default location to be updated is C:\Program files\LOANMASTER.

To change the location, click on the "Change" button. You can then either type in the path if you know it, or you can browse to the location. The location you are looking for is the location where the system is installed on your network.

Example:

Browse to the C:\LM2000 folder

 

Click on "OK", then "Next", then "Install" and eventually "Finish"

After the upgrade finishes, you should start the program and be sure it is upgraded. You should get various messages about "First Time After Update" and "Rebuilding Data Files" These messages will vary but they will appear ONLY on the first time the program is started after an upgrade. Next, from the main menu bar, select "Administration" then "Display System Status" Be sure the version number displayed there agrees with the version number you downloaded from the web page.

IMPORTANT NOTICE !

If this is your first upgrade since version 4.06 or June 01, 2004 you must also download and install the Workstation Setup program on each computer that will need to access this LoanMaster System.

 

 

 

 

 


Consulting Plus Inc.
Sales Office & Training Facility

29222 Rancho Viejo Road, Suite 209
San Juan Capistrano, CA. 92675

(800)481-2708

 


 
 

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