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Tax Information (or 1098 Data)
This screen contains origination and discount fees and the first year of interest paid.
Transmittal Summary
The
Transmittal Summary
when submitting a loan to underwriting.
Completing the Transmittal Summary
Complete the
disclosures, and verifications. Many of the fields are populated from other screens.
To complete the
Open a borrower file.
1
Open the
2
Complete the
3
a
Point User Guide
W-2 information
1099 information
Verification of non-filing
Record of account from the IRS
contains detailed information about the loan and is required
Transmittal Summary
Transmittal Summary
Transmittal Summary
If you have set up a master file and imported it into your current file,
most of the data automatically populates the Transmittal Summary. For
this reason, Calyx recommends completing all other forms before
completing this form.
Borrower and Property Information
Select the property type from the Property Type dropdown list.
after you have completed the
:
from the Forms menu or the shortcut toolbar.
Recommendation
section.
Transmittal Summary
Loan Application
,
163
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