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"I have been trying to resolve this
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| Product User Guides and Updates |
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- Product User Guides
- Calyx Point Updates
- Marketing Templates
Calyx Software offers a complete platform
for managing all aspects of the loan process, including
loan marketing, origination, and processing. Developed
by mortgage professionals, Calyx Point®,
PointCentral®, and WebCaster® combine the latest technology with the functionality that
mortgage brokers and direct lenders require. To learn
more about a Point product, simply download the literature
from the list below.
Calyx Point User Guides
| Calyx Point 7.2 |
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Calyx Point 7.1 |
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| Calyx Point 7.0 |
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Calyx Point 6.2 |
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| Calyx Point 6.1 |
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Fannie Mae and Freddie Mac Loan Prospector®
| Fannie Mae Quicksteps |
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Freddie Mac Quicksteps |
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PointCentral
| PointCentral 7.2 User Guide |
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PointCentral 7.1 User Guide |
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| Point Data Server 7.0 User Guide |
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WebCaster
| WebCaster Online Knowledge Base |
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Calyx Software may release updates for Point to resolve minor issues with the software. Click the bar below that corresponds with your Point version to download the latest update.
Point version 7.2 Service Pack 2 (Released March 2010)
This service pack was developed to address mandatory updates to the GFE 2010 Service Provider list as well as to provide additional functional improvements to the GFE and other features. You must have Point version 7.2 to download this service pack.
This update provides the following solutions:
- The Service Provider List has been updated with an improved interface and the ability to print multiple providers for each service
- Forms 4506/4506-T have been updated
- MLDS Form 882 has been added
- Lock boxes have been added to calculated fields and "Total from GFE 2010"
- The HMDA report is updated to meet HMDA 2010 file specifications
Read more for the complete release notes.
Click here to download the update.
Point version 7.0 Service Pack 1 (Released June 2009)
This service pack was developed to address several issues, requirements and requests that have surfaced over the last few weeks. It features several product upgrades and form modifications necessary for improved functionality and government compliance, including the latest VA Summary Form 26-0286.
You must have version 7.0 of Point to download this service pack.
This service pack provides the following solutions:
- The memory usage of Point is handled better. Point continues to operate regardless of how many windows and screens are open.
- The “Other Financing” amount is saved when entering the monthly payment in the “Housing Expenses” section.
- Loan Amount data is retained when opening loans that were created in previous Point versions.
- PDF credit reports are no longer blank.
- Fannie Mae credit reports are now printable.
- Performance of the Good Faith Estimate screen is improved. The screen opens faster and Point continues to operate smoothly.
- All PDF file types can now be added to document storage. In some cases, certain file types display as a blank file; in these cases there is now an “open document” button that allows the document to open/display its contents in its native application outside of Point.
Click here to download the update.
Point version 6.2b Electronic Update (Released January 2009)
This update addresses a mandatory compliance update for the Servicing Disclosure Statement, released by HUD, that is required as of January 16, 2009. Point 6.2 or 6.2a must be installed to apply the update. The following issues are resolved with this update:
- Updated Servicing Disclosure Statement
- Credit Score Disclosure prints the Transunion city and state in the Borrower Name position
- MLDS Non-Traditional form prints "No" for liens, when liens are entered
- Discount field is disabled on the FHA/VA Addendum
- The FHA Addendum to URLA, (HUD 92900-a/26-1802a) calculates an incorrect term for mortgage insurance
- Total Installment payment is incorrect on the FHA Combined Transmittal Summary (HUD-92900-LT)
Click here to install the Point 6.2b update.
Calyx Software and Greg Frost are teaming up to help you grow your business!
Now for a limited time, Calyx is offering the 9 marketing templates listed below for FREE. Each of these sections contain a brief description of the marketing letter and the fields that must be complete within the loan file.
- After Closing HUD1 to Borrower
After the loan closes, thanks the borrower for their business, and reminds them to keep a copy of the HUD-1 for their Income Tax File.
- Borrower First Name (100)
- Co-Borrower First Name (150)
- Loan Representative (1508)
- Loan Representative Phone Number (1509)
- Selling Agent (6140)
- Listing Agent (6130)
- ARM conversion letter to Borrower
Informs the borrower their loan may soon adjust, and may want to consider other financing options.
- Borrower First Name (100)
- Co-Borrower First Name (150)
- Loan Representative (1508)
- ARM conversion letter to Real Estate Agent
Informs the Real Estate Agent of mutual clients whose ARM loans may adjust soon.
- Buyer’s Agent (6191)
- Loan Representative (1508)
- Happy Birthday to Borrower
Sends Happy Birthday letter to the Borrower
- Borrower First Name (100)
- Loan Representative (1508)
- Happy Birthday to Co-Borrower
Sends Happy Birthday letter to Co-Borrower
- Co-Borrower First Name (151)
- Loan Representative (1508)
- Referral Letter
Ask the borrower for referral business
- Borrower First Name (100)
- Co-Borrower First Name (150)
- Loan Representative (1508)
- Reverse Mortgage Borrower
Informs past borrowers of potential reverse mortgage options.
- Borrower First Name (100)
- Loan Representative Phone Number (1509)
- Loan Representative (1508)
- Tax Preparation HUD1 to Listing Agent
After the loan closes, reminds the Listing Agent to forward a copy of the HUD-1 to the home Seller on the loan, enclose a copy of the HUD-1 for the Agent.
- Listing Agent (6130)
- Seller First Name (7300)
- Seller Last Name (7301)
- Seller Address (7302)
- Loan Representative Phone (1509)
- Tax Preparation HUD1 to Selling Agent
After the loan closes, informs the Selling Agent that a copy of the HUD-1 was sent to your mutual client.
- Selling Agent (6140)
- Borrower First Name (100)
- Co-Borrower First Name (150)
- Borrower Last Name (101)
- Loan Representative (1508)
- Loan Representative Phone (1509)
Download Instructions for Point click here to open
For Point users:
- Close Point if it is open.
- Click here to start the download (file size 128 KB).
- A File Download - Security Warning window may appear, click Run.
- When the download completes, an Internet Explorer Security Warning window may appear, click Run.
- From the Point Electronic Update window, click Next.
- From the Point Electronic Update - Directory window, click Next.
- Click Start to begin the update.
- Click Exit to finish.
Download Instructions for Point Data Server (Network Administrators Only) click here to open
- Click here to start the download (file size 128 KB).
- Save the Mrkt_Templates.exe file to the server where your Point Data Server (PDS) is installed.
- From the server double-click on the Mrkt_Templates.exe file to start the installer.
- From the Open File – Security Warning window, click Run.
- From the Marketing Letters Update screen, click Next.
- Click the ellipsis (…) button.
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Browse to the Calyx Default Template Set on your data server, and then click OK.
For Example: C:\Program Files\Calyx Software\Point Data Server\filesync\Calyx\Calyx-Default (this path will be located in your PDS install directory)
- From the Marketing Update window, click Next.
- Click Start to begin the installation.
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Click Exit to finish.
- When all of the files have been copied to the Calyx Default Template Set, login to your PDS Administration site.
- From the left menu, go to Configuration > Template Set Maintenance > Copy Template Set.
- Select Custom Forms, Reports, and the Rebuild Template Set after copy checkbox.
- From the Destination Template Set(s) screen, check the template sets to which the marketing templates will copy.
(Users must logout and log back into Point to access the new marketing templates.)
Note: These free templates will only work on Point versions 6.0 and higher – if you are not currently up-to-date with your Point subscription, call 800-362-2599 today!
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