Chapter 8-Verifications; Completing Verification Forms - Calyx Point 7 User Manual

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Verifications
Point contains forms that are used to request verifications for employment, bank account
information, loans, and benefits, such as a retirement income or pension.
The following verification forms are available in Point:
After you complete the verification forms, send them to the applicable creditors or
institutions for verification. Populate the form by importing the information from the
Application
enter it manually. After the verification form is completed, export the information from the
verification to the

Completing verification forms

Each verification form uses a similar interface and the same process applies for
completing them. How to complete a
this example. Verification forms are accessible from the Verifs menu.
To complete a verification form:
Open a borrower file.
1
Select the verification form that you want to use from the Verifs menu.
2
Verification of Benefits (VOB)
Verification of Deposit (VOD)
Verification of Employment (VOE)
Verification of Loan (VOL)
Verification of Mortgage/Rent (VOM/R)
before you send it for verification or wait until the information is verified and
Loan Application
Verification of Benefits (VOB)
The
Loan App button.
Therefore, you cannot import benefit information from the
Application
into the
benefit information from the
Application
.
• Completing verification forms
.
Attention
form does not contain a From
Verification of Benefits
and you cannot import
Verification of Benefits
In this topic
Verification of Deposit
Loan
Loan
Loan
into the
verification form is used in
8
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Point 7.0

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