Chapter 10-Loan Tracking - Calyx Point 7 User Manual

Loan tracking
Use the tracking screens to monitor the status of your loans by tracking the required
documents, including:
•
•
•
Point creates a tracking file whenever a prospect or borrower file is created. The
information entered into the forms populates the tracking screens.
Print all of the reports, except the verification reports, from the Tracking tab in the
Borrower Forms
Borrower Forms
Access the tracking features from the Track menu.
Verification requests
Payments received
Dates relating to any tasks
You must enter date information in all tracking fields to determine the
status of ordered documents.
dialog box. To print verification reports, select the Verifs tab in the
dialog box.
• Loan status tracking
• Tracking conditions
• Locking rates and registering loans
• Tracking verifications
• Tracking title conditions
• Tracking HMDA reporting information
• Tracking contacts and agencies
• Tracking loan team members
• Tracking trust account information
• Tracking loan profit and loss
For more information about printing, see
page 84.
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