Calyx
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 ...
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 ...
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 ...
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 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 ...
Troubleshooting Printing Disclosures
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 ...