Calyx Point 7 User Manual page 269

To generate a Funding Conditions Notice, click the Create Funding Conditions
6
Notice button.
The Funding Conditions Notice is generated and is automatically added to the
document
The
with the document name.
To e-mail the document, keep the default file name or enter a new name and click OK.
7
To cancel the e-mail request, click Cancel.
To manually add any conditions into the
8
a
b
c
d
Point User Guide
The Create Funding Conditions Notice button is enabled only when
Docs Back Date
the
repository.
Email Document dialog box is displayed. The
Click Add.
The Edit Condition dialog box is displayed.
The and
Created Date Created By
current date and user.
Enter a description of the condition.
Select one of the following conditions from the Condition Type dropdown list:
PTD (prior to docs)
•
PTF (prior to fund)
•
Trailing
•
Investor
•
When the condition is satisfied, enter the
Recording and tracking loan conditions
Requirement
field is populated with a date.
File Name
Loan Conditions
fields are automatically populated with the
Received Date
field is prepopulated
section:
.
251