Open the applicant’s file in Calyx so you are viewing 1003, borrower information.  

If everything is ready for printing initial disclosures, click on the “print” icon near the top left corner. This will open the “Borrower Forms” window. 

In the “Borrower Forms” window, click on the “Print Groups” tab. From here, select the disclosure option that works for your particular file – some examples are the “Habitat” package that can be used for first mortgage products and another could be the “DPA” option.  

After selecting the appropriate disclosure option, the documents included in the package will populate in the right side of the “Borrower Forms” window. All of the documents shown will be included in the disclosure package unless you manually delete them. You can exclude documents by clicking on the documents you do not want, and selecting “Deselect”.  

These documents will be removed from the document list once you hit “Deselect”. If you are ready to print the package, be sure to change the output option to “Print Preview” so the documents can be reviewed prior to printing. Select “Print Preview” when ready.  

Navigate through the disclosure package by clicking the “Next Page” button at the top left of the print preview window. If everything looks good, select “Print”. 

*** When printing a disclosure package, the Colorado Tangible Net Benefit Disclosure will print separately as it is a custom form. ***