Tracking Miscellaneous Items - Calyx Point 7 User Manual

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To add items to the loan checklist, select one or more items and click the Add to
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Checklist button.
Selected items that are already on the loan checklist are ignored.
In addition to adding the item to the checklist, when the Add to Checklist button is
clicked, the
To remove items from the loan checklist, select one or more items and click the
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Remove from Checklist button.
Selected items that are not already on the loan checklist are ignored.

Tracking miscellaneous items

The Miscellaneous Items
process the loan, such as copies of the borrower's tax return or bank statements.
To track the miscellaneous items in a loan:
Open a prospect or borrower file.
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Open the
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Point User Guide
If the document is required for the loan, select the
The document is automatically added to the loan checklist when the
check box is selected.
Uncheck the check box to remove a document from the loan checklist. You can
also select and deselect this check box in the
Enter a due date for the document.
When a due date is entered and the
document is automatically added to the loan checklist.
Enter an ordered date and a received date.
Select the check box next to a date field to automatically populate the
corresponding field with the current date. You can also enter a date manually or
by clicking the Calendar button and selecting a date.
You can also select and deselect these check boxes in the
however, you cannot edit the date field.
If this is a user-defined document, enter a document name in the
Enter any comments in the
To calculate the due date for an item based on when a certain event occurs during
the loan process, select the
an option from the dropdown list. In the
before or after the event that the due date is to occur.
Req'd
check box is automatically selected.
For information about the loan checklist, refer to
page 19.
section contains a list of various items that are required to
Status and Checklist
Basic Documents
Required
check box is selected, the
field.
Comments
Calculate Due Date Based On
field, specify the number of days
+/‐ days
Related information
Loan
screen .
Loan status tracking
Required
check box.
Required
list.
Basic Documents
Document
check box and select
checklist, on
list;
field.
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