Tracking Contacts And Agencies - Calyx Point 7 User Manual

If the government monitoring information was completed in the
4
the Government Monitoring Section
here.

Tracking contacts and agencies

The Agent
brokers, and agencies that are involved in the loan.
Point User Guide
This information is also on page 4 of the
automatically populate either screen when completed.
Related information
• See Chapter 20, HMDA reporting,
Home Mortgage Disclosure Act (HMDA).
• See the HMDA reporting guide at www.ffiec.gov/hmda/guide.htm.
screen contains a log of all contacts in the pipeline for the various lenders,
Empty records are available at the bottom of the
user-defined agents.
Tracking contacts and agencies
is already populated. If not, complete this section
Note
Loan Application
and will
for more information about the
Tip
Agent
screen to add
Loan Application ,
231