OneStart

Calyx Point 7 User Manual

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Contents
  1. Table Of Contents
  2. Table Of Contents
  3. Table Of Contents
  4. Table Of Contents
  5. Table Of Contents
  6. Table Of Contents
  7. Table Of Contents
  8. Table Of Contents
  9. Table Of Contents
  10. Table Of Contents
  11. document conventions
  12. Chapter 1—Installation
  13. Software requirements
  14. Prerequisites
  15. Advanced installation
  16. Network administration installation
  17. Setting up the Network Configuration Server
  18. Installing Point on the client workstation
  19. Updating the client workstation
  20. Chapter 2—User interface
  21. Screen components
  22. Loans tab
  23. Shortcut toolbar
  24. Information bar
  25. Tasks tab
  26. Reports & Marketing tab
  27. Templates tab
  28. Toolbar icons
  29. Activating keys
  30. Movement keys
  31. Borrower and prospect information
  32. FHA/VA loan
  33. Marketing
  34. Truth-in-Lending
  35. Verification
  36. Chapter 3—Utilities configuration
  37. Specifying the number of days in a calendar year
  38. Creating the default conditions list
  39. Specifying the default escrow account payments
  40. Specifying the ECOA Address
  41. Specifying the CA Fair Lending address
  42. Specifying late document criteria
  43. Printing the Acknowledgement and Agreement clause
  44. Creating dropdown lists
  45. Creating escrow and title tables
  46. Setting up a proxy server
  47. Communications
  48. Setting up Host mode
  49. Requesting and receiving files from a remote host
  50. Checking borrower status from a remote location
  51. Specifying search fields and result format
  52. Creating custom screens
  53. Customizing the shortcut toolbar
  54. Specifying the default DOS directory location
  55. Specifying the default web browser
  56. Naming files automatically
  57. Saving files automatically
  58. Enabling autofill options
  59. Chapter 4—Loan file overview
  60. Creating new prospect loan files
  61. Creating new borrower loan files
  62. Duplicating loan files: Copy
  63. Duplicating loan files: Save As
  64. Creating new co-borrower loan files
  65. Saving loan files
  66. Saving loan files as Point compressed files (.pcfs)
  67. Searching for co-borrower files
  68. Moving loan files
  69. Moving and copying loan files from an external source
  70. Deleting loan files
  71. Linking first and second mortgage files
  72. Archiving loan files
  73. Swapping and deleting prospects, borrowers, and co-borrowers
  74. Print and e-mail options
  75. Specifying paper configuration
  76. Adjusting printed forms
  77. Printing envelopes
  78. E-mailing data files
  79. E-mailing forms
  80. Downloading Point compressed files from e-mail
  81. Chapter 5—Loan Application
  82. Specifying joint assets
  83. Entering mortgage type and loan terms
  84. Entering property information and loan purpose
  85. Entering borrower information
  86. Entering employment information
  87. Entering income and housing expenses
  88. Entering assets and liabilities
  89. Entering liabilities
  90. Entering real estate owned
  91. Entering liabilities in a different name
  92. Summarizing the transaction details
  93. Entering declarations
  94. Completing the Government Monitoring information
  95. Chapter 6—Disclosures and other forms
  96. Completing the Good Faith Estimate
  97. Completing the GFE Provider Relationship screen
  98. Initial ARM Disclosure statement
  99. Truth-In-Lending Disclosure Statement
  100. Completing the Truth-In-Lending Disclosure
  101. Completing the High Cost Loan Disclosure (Truth-In-Lending Section 32)
  102. Application Log (NY)
  103. Completing the MLDS for a traditional loan
  104. Completing the MLDS for a non-traditional loan
  105. Pre-Application Disclosure (NY)
  106. Equal Credit Opportunity Act
  107. Completing the Borrower and Prospect Information screens
  108. Borrower's Signature Authorization
  109. Flood Hazard Determination
  110. Mortgage Loan Commitment
  111. Request for Appraisal, Evidence of Insurance, Payoff, or Title Commitment
  112. Completing the Statement of Credit Denial, Termination, or Change
  113. Tax Authorization Form 8821
  114. Tax Information (or 1098 Data)
  115. Calculating ongoing escrow payments
  116. Calculating mortgage insurance
  117. FHA purchase loan
  118. Completing the FHA Loan Underwriting and Transmittal Summary
  119. Creating an FHA refinance file
  120. Completing the FHA Statutory Requirements Worksheet
  121. FHA/VA Addendum to the URLA
  122. FHA Application for Property Improvement
  123. FHA DE Statement of Appraised Value (HUD-92800.B)
  124. Request for Certificate of Veteran Status
  125. FHA Refinance MCAW screen
  126. VA loans
  127. VA Refinance Worksheet (26-8923)
  128. VA Loan Summary Sheet (26-0286)
  129. VA Request for Certificate of Reasonable Value (26-180/26-1843)
  130. Chapter 8—Verifications
  131. Chapter 9—Electronic loan files
  132. Electronic document storage
  133. Adding Point forms to the repository
  134. Adding non-Point documents to the repository
  135. Saving documents in the document repository to another location
  136. E-mailing files from the document repository
  137. Chapter 10—Loan tracking
  138. Loan status tracking
  139. Tracking basic documents
  140. Tracking miscellaneous items
  141. Tracking conditions
  142. Locking rates and registering loans
  143. Tracking verifications
  144. Tracking title conditions
  145. Tracking HMDA reporting information
  146. Tracking contacts and agencies
  147. Tracking loan team members
  148. Tracking trust account information
  149. Tracking loan profit and loss
  150. Chapter 11—Banker functions
  151. Registering and locking loans for sale
  152. Tracking underwriting status
  153. Recording and tracking loan conditions
  154. Closing loans
  155. Funding loans
  156. Submitting and tracking warehouse lender loans
  157. Recording loans
  158. Tracking loan shipment status
  159. Tracking loan sale responsibilities
  160. Supplementary screens
  161. Appraisal information
  162. Insurance information
  163. Escrow and title
  164. related information
  165. Creating standalone second mortgages
  166. Creating a new first mortgage with a new or existing second
  167. Creating second mortgages for an investment property or second home
  168. Creating concurrent purchase loans (80-10-10)
  169. Creating concurrent loans for investment properties
  170. Construction loans
  171. Creating construction loans
  172. Creating construction-to-permanent loans
  173. Creating investment loans
  174. Chapter 13—Integrated products and services
  175. Lenders
  176. Using the lender interface
  177. Requesting services
  178. Obtaining an authentication certificate
  179. Retrieving, printing, and saving service requests
  180. Correcting submission errors when ordering services
  181. Initial disclosures and closing documents
  182. Specifying investors and products
  183. Ordering initial disclosures and closing documents
  184. Correcting submission errors when requesting disclosures and closing documents
  185. Viewing loan data analysis
  186. Paying for a credit report by credit card
  187. Populating liabilities and viewing credit reports
  188. Flood certifications
  189. Hazard insurance quotes
  190. Title and escrow
  191. VOE/VOI reports
  192. Ordering employment and income verifications
  193. Populating employment into the Loan Application
  194. Installing interfaces and exchanging data
  195. Viewing the Interface Transaction history log
  196. Connecting to the Fannie Mae web interface
  197. Navigating the Fannie Mae screens
  198. Completing and submitting the Fannie Mae Loan Application
  199. Submitting a loan for underwriting
  200. Ordering and viewing a credit report
  201. Freddie Mac
  202. Freddie Mac Addendum
  203. Completing and submitting the Freddie Mac Loan Application
  204. Viewing results
  205. Viewing the Loan Prospector Feedback Certificate
  206. Updating Point files from Freddie Mac
  207. Updating loan status
  208. Viewing loan status
  209. Chapter 14—Templates
  210. Creating loan program templates
  211. Closing cost scenario templates
  212. Master file templates
  213. Using master file templates
  214. Data import templates
  215. Editing data import templates
  216. Data export templates
  217. Creating and editing data export templates
  218. Chapter 15—Reports
  219. Generating standard reports
  220. Types of reports
  221. Contact Information report
  222. Business Analysis report (Banker with Excel)
  223. Monthly trend
  224. LO summary
  225. Data
  226. Warehouse summary
  227. Pipeline status
  228. Using functions to create formulas in reports
  229. Creating custom reports
  230. Specifying template sort options
  231. Specifying Point Report Viewer output
  232. Specifying Microsoft Excel file output
  233. Specifying mail merge output
  234. Adding a link to a mail merge document
  235. Editing a link to a mail merge document
  236. Creating data filters
  237. Sorting
  238. Subtotaling
  239. Manipulating Excel report output
  240. Chapter 16—Marketing tools
  241. Generating address labels
  242. Generating a standard marketing e-mail
  243. Custom forms
  244. Creating custom forms from existing Microsoft Word documents
  245. Printing custom forms
  246. Creating open house flyers
  247. Adding a company logo to marketing letters
  248. Documenting borrower and prospect personal information
  249. Tracking client communication
  250. Documenting client discussions
  251. Amortization schedules
  252. Creating an amortization schedule for an adjustable rate loan
  253. Customizing payment schedules
  254. Customizing manually
  255. Consolidating consumer debt
  256. Comparing loans
  257. Printing loan comparisons
  258. Comparing renting to owning
  259. Prequalification
  260. Prequalifying by prospect
  261. Chapter 17—Tasks
  262. Processing task reminders
  263. Searching for tasks (advanced search)
  264. Editing tasks
  265. Closing and deleting tasks
  266. Printing tasks and task lists
  267. Chapter 18—Data import and export
  268. Importing Point for DOS files
  269. Importing Fannie Mae files
  270. Importing multiple files in Fannie Mae format
  271. Exporting files to other applications
  272. Exporting files to Fannie Mae format
  273. Chapter 19—Contact management (Cardex)
  274. Creating categories
  275. Entering data into the database
  276. Editing database entries
  277. Copying, deleting, and sorting records
  278. Searching for records
  279. Using the Advanced Search dialog box
  280. Printing individual records
  281. Data transfer
  282. Data import and export
  283. Importing a Cardex database
  284. Importing comma delimited files
  285. Exporting data from Cardex
  286. Chapter 20—HMDA reporting
  287. Sending the HMDA file to HUD
  288. Chapter 21—Data folder and user management
  289. Managing data folders
  290. Creating new data folders
  291. Copying folder settings
  292. Modifying data folder properties
  293. Connecting to existing data folders
  294. Disconnecting data folders
  295. Changing the order of folders in dropdown lists
  296. Data folder security
  297. Setting user access to data folders
  298. Copying user settings
  299. Modifying users
  300. Removing user access
  301. Using Point Data Server
  302. Chapter 22—Combined field IDs
  303. Glossary
  304. Index
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This manual is suitable for:
Point 7Point 7.0