Calyx Point 7 User Manual page 268

Banker functions
Select Banker > Conditions.
2
The top portion of this screen contains general loan and underwriting information.
Most of these fields are populated with information that was entered in other screens.
Click the Program/Lock Details button to access the
3
dialog box.
Select the tab that corresponds to the information you want to view or edit and make
the necessary changes.
To generate a loan approval notice, click the Create Loan Approval Notice button.
4
The Loan Approval Notice is generated and is automatically added to the
repository.
The
with the document name.
To e-mail the document, keep the default file name or enter a new name and click OK.
5
To cancel the e-mail request, click Cancel.
250
The Create Loan Approval Notice button is enabled only when the
underwriting decision is Approved and the loan contains at least one
condition.
Email Document dialog box is displayed. The
Program & Rate Lock Details
Requirement
File Name
document
field is prepopulated
Calyx Software