Creating New Program Docs & Templates

Creating New Program Docs & Templates

Creating Documents: 

Create a new Word document by saving as or creating a new document and saving in the folder:  N:\DATAEXP\Point Templates (make sure it is a Word 97- 2003 document). In the new document set up the path for the mail merge by going to: 

Mailings 

      Select Recipients  

             Use an Existing List 

Type in this File Name: C:\WINPOINT\WORK\POINTEXP.TXT 

Click Open 

 

Use the “Insert Merge Field” Button in the toolbar to create or edit the document with the appropriate merge fields that match the new loan program. Save file and exit out of the document.    

 

Use this process to create approval letters, closing documents, denial letters, etc.  

 

Creating Templates in Point: 

In Point go to Templates (bottom left of screen) and create the following templates by saving as or creating a new template: 

 

Loan Program 

Closing Cost Scenario 

Borrower Master 

Data Export 

 

 

 

 

 

 

 

 

For the Data Export make sure the paths match this example with the exception of the “Document to Link to”.  Browse and find the Word document you just made using this path: N:\DATAEXP\Point Templates.  You also need to check that the “Maps to Field ID” matches your loan program and new Word document.  You can manually add these by typing in a blank line below the existing items. Type the name of the field in the “Column In File” and the field number in the “Maps to Field ID” number (Brw/Co-Brw is always a 0).   Most every field you need can be found in existing templates and you can jot the field ID number in and type it in your new template. If you need to check the number of a field in Point you can go to an existing or new file in Point, click on “Utilities” in the top tool bar and click on “Load Field ID” then choose “Borrower” and it will display all the field numbers.   

Table Description automatically generated 

After the templates and documents are created and an export completed properly through Point the file will become an Export document (EXP) file type and will be located in this folder: 

N:\PNTTEMPL\DATAEXP. 


      • Related Articles

      • Creating Templates

        Creating Templates in Point •Click on Templates in Point on bottom left •Loan Program-New •Name the Template in Loan Program •Fill out blanks i.e. Max CLTV-105%, Note Rate, Term Due In, Bottom 45%, Qual Rate, etc. •Save •Create a Closing Cost ...

      • Accessing Folders

        Exit out of Calyx Point In the Windows search bar, type “Point” An application called “Point Administrator” should show – click on this to open. If the search function does not return Point Administrator, then open all apps and navigate to “Calyx ...

      • Deleting Co-Borrowers

        Deleting Co-Borrowers from Calyx When importing applications from Zenly or Webcaster, sometimes Calyx will add the co-borrower to a separate tab. This can be a pain if you would like to view co-borrower information on the borrower’s main screen. Here ...

      • How to create a signature in Outlook

        The purpose of this article is to walk users through the steps of generating a signature. Its critical to use this process to ensure compliance, professionalism and avoid issues of the signature causing issues with our Spam/Phishing filters outbound. ...

      • How to add folders

        •Close Calyx Point •Click on Start Menu on the bottom of the screen •Type Point Administrator, open window •Click on Data Folders-Set Up •Connect Existing •Browse •N Drive-drop down •PNT DATA (Click on), OK, OK •Green Check Box, In Process Folder ...