Creating a local data folder connect the laptop to an existing network data folder. Features of point include monthly saas pricing, template creation, prospect database and pipeline management,sales and loan checklists. If you need more information please contact the developers of calyx point calyx software, or check out their product website. Stephen earned a bachelors degree in business administration from the university of north texas and has been a licensed mortgage loan originator since 2003. The best feature of this software is its user interface. Calyx point software software free download calyx point. Apply a master template to an existing loan with caution as the data in the loan is overwritten with the contents of the master template file. Specify the template directory location in the templates directory path field. Copy install point hyperlink from your email and paste it into the web address for ie. I have been through many different markets and many thousands of clients during. Join thousands of mortgage professionals using the industrys most reliable loan origination software. Signnows webbased software is specially developed to simplify the management of workflow and enhance the process of qualified document management.
Much of the information could be prepopulated, but isnt. Mortgage website templates and custom mortgage websites for. Click on templatespds located on the lefthand side menu bar 3. After you assign a new version to a user, mycalyx updates point on their computer the next time they open point. From the the workspace on the right, click the new button to create a new file. When the new point is opened, from the menu bar, select file import from fannie mae dodu local. Calyx point user guide fill out and sign printable pdf. The software app is easy to use and set up, taking only a few minutes. Webcaster functionality into itincluding the online loan center that interfaces with point.
Running the report from calyx point to excel report for import into homehubbub. Calyx point is a great software for mortgage brokersbankers, originator. If this is a fha transaction, ensure that the calculate based on remaining balance option is checked to use the fha single family premium calculation method. The way to complete the online calyx point user guide on the internet. Calyx software stephen is a professional services consultant with calyx software with over years of experience in the mortgage banking industry. Point is the easiest mortgage application software out there today. Networking the pnttempl folder allows all computers to share reports, cardex, and other templates that are available under the templates tab in the navigation panel. Is calyx point the right loan origination solution for your business. If you do not use microsoft outlook to sendreceive email, see article 1601 emailing files or forms outside of point.
Calyx point pointcentral and webcaster provide mortgage origination, automation solutions for mortgage businesses. Free calyx point downloads download calyx point software. Calyx software is a member of vimeo, the home for high quality videos and the people who love them. Calyx point, point pointcentral and webcaster provide mortgage origination, automation solutions for mortgage businesses. Beginning with a small group of progressive and talented software engineers. Calyx point pointcentral and webcaster provide mortgage origination, processing solutions for mortgage businesses. Ensure consistency with templates to standardize borrower files, loan programs, closing costs, and more. An easy to use program that relates scanned files and pdfs to calyx point loan files. Calyx software offers free software training business wire. The templates feature make it easy to quickly send document requests to my clients customers. Fileinvite vs calyx point 2020 feature and pricing comparison. Weve used 30 years of experience to build this comprehensive guide to selecting the right loan origination software for your team.
Templates are files that contain data that is imported into your new order. Open the borrower or prospect file that you want to apply the template. Responds to customer inquiries via email when assigned by technical support manager. Jun 14, 2017 kb 0998 creating a loan program template jenny harlowe.
Click the radio button next to custom formslettersemail 4. Click on the import button located on the menu bar at the top of the screen to begin system questions or issues, please email. Work with confidence knowing intuitive calyx software is accurate, easy to learn, and streamlines your operations for better results, fast. Calyx point pdf software free download calyx point pdf. Jan 11, 2011 calyx software announced today that all online training through the company is now offered at no charge to customers. Training video on setting up and using the point software. Calyx software professional services and consulting. There are a lot of things that require customization and templatesetting at the beginning. Create an import template to batch import the fannie mae format files. From the menu bar, select file export to fannie mae 3. The default filenames for the programs installer are config.
As the industry has changed, so has calyx and point, to meet my every need. Much of the information could be pre populated, but isnt. Calyx webcaster website design templates calyx software. Import your 1003 loan applications into calyx point.
You can send the file or email directly from point. This is a complete document filing system utilizing calyx point as the database for filing and retrieving mortgage documentation. Calyx users can now generate and maintain their customer pipeline information and increase loan volume by. Calyx wholesaler marketplace allows you to seamlessly connect with an exclusive list of industryleading wholesale lenders.
The template directory path is the template location where the end user is authorized to access point templates. From the left navigation panel, click the templates tab. Feb 01, 2019 to utilize a laptop both on and off your network, the best option is to create two data folders. Pdf filer for point is an easy to use program that relates scanned files, faxes and pdfs to calyx point loan files. Answers 25 30 calls from customers with issues using their point software to process loans. Click start all programs calyx software point administrator. Programs and cc scenarios by calyx software on vimeo, the home for. Point has the ability to convert any borrower or prospect file to a fannie mae format. Point is designed to work with outlook or outlook express. There are only a few options for loan origination software, so i. Page 3 calyx software makes no representations or warranties with respect to this information and will not guarantee the accuracy and completeness of any information. Seamless access to multiple wholesalers through point. Below are some examples of webcaster website templates.
Hosted point data server a hosted point data server stores and provides access to your current and closed prospect and borrower files, custom templates and cardex data base. Calyx software helps you get the most out your point pointcentral and webcaster software. Microsoft office compatibility pack for word, excel, and powerpoint file formats free. Open calyx point and when you are ready to submit your file. This complete document filing system uses calyx point as the database for filing and retrieving loan files. Login to access training materials, register for upcoming webinars, view important product updates, and more. Users of this information do so with the understanding that calyx software is not engaged in the practice of law and does not render legal, accounting, or other professional services. We offer turnkey mortgage marketing tools for loan. From the left navigation panel, select the loans tab. Calyx is an established provider of compliant mortgage software solutions used by banks, credit unions, mortgage lenders, and brokerages nationwide. Open, edit, and save files using the new file formats in 2007 versions of word, excel, and powerpoint.
Installation requires the use of internet explorer. How to use a fee worksheet to create fee templates duration. It is very easy to use and it is an effective way to improve productivity. On point pds will maintain and be responsible for all the hardware required by the calyx point data server software. The data from the master template is imported into the loan and will overwrite any existing data. Online free classes for calyx software mortgage products. Mortgage loan origination software which one is the best. Copy all the fannie mae files that are to be imported into point into the fannie folder. Use to control point installations at your organization. If the template directory path is left blank, the existing setting on the local client is preserved and is not overwritten. Comparison table of actions that calyx point can perform with each of its associated file type beta.
Use this stepbystep instruction to fill out the calyx point 1003 forms quickly and with ideal precision. If for some reason the user cancels point while the update is in progress, point is downloaded in the background and updated the next time point is used. Oct 11, 2012 calyx software, the preferred mortgage solution provider for banks, credit unions, mortgage bankers and brokers, announced the launch of point and pointcentral 8. Open calyx point and when you are ready to submit your file click interfaces. Used calyx point loan origination tool to assist customers on how to process their loans. This table might not contain all possible associated or supported file types or may contain incorrect data. Any other email clients might not function as expected. This video will walk you through properly setting up your calyx point installation. The actual developer of the software is calyx software. Quick access to pricing and aus for lenders no registration required. Calyx software, a provider of loan origination and processing software, has formed an agreement with greg frost, a topproducing loan originator who actively teaches and mentors successful loan professionals, to integrate marketing templates into calyxs point loan origination software.
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