Tracking Loan Team Members - Calyx Point 7 User Manual

Tracking loan team members

The Branch/Team
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You can customize the dropdown lists for this information from the Utilities > Dropdown
Lists menu.
To access the
Open a prospect or borrower file.
1
Select Track > Branch/Team.
2
Point User Guide
screen tracks the following items:
Branch information
Division data
Region information
Team information
– Loan Rep
– Processor
– Underwriter
– Doc Prep
– Closer/Funder
– Shipper
Branch/Team tracking is predominantly used by larger multi-branch
organizations with multiple staff involved in a single loan.
Branch/Team screen:
Tracking loan team members
Note
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