404 Calyx SoftwareMarketing toolsPrinting custom formsTo print custom forms for individual loan files:1 Open a prospect or borrower file.2 Select File > Print.3 In the Borrower Forms dialog box, click the Custom Forms tab.4 Select the forms you want to print and click Print.Customizing marketing documentsYou can customize the following marketing documents to include your company-specificinformation when you print them:• Prequalification• Amortization Schedule• Loan Comparison• Rent vs. Own• Cash-to-Close• Open House FlyerIn addition to adding your company logo, you can also include the following information ona form:• Your name• Your business name• Your address, phone, and fax numbers• Prospect’s name• Property address• Name, address, phone and fax numbers of the agent for whom the printout ispreparedRelated informationTo add the Custom forms to a Print group, see Creating print groups, onpage 88.RequirementTo include your company information on a printed form, the CompanyInfo dialog box must be completed with your company information.Related information• For information about completing the Company Info dialog box,refer to Entering default company and processing centerinformation, on page 35.• For information about printing forms, refer to Print and e-mailoptions, on page 84.• For information about adding your company logo to a form, refer toAdding a company logo to marketing letters, on page 406.
