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12 To order documents by using the services of a document provider through the
Services
If the
that you need for this loan, proceed to
a
b
c
d
e
If you are not using the service of a document provider through the Calyx Services
interface, enter the document provider name in the
information manually or use the Cardex database to complete this field.
13 Complete the
a
b
c
d
Point User Guide
interface:
and
Product Name
Product Code
Click the Select Product button to specify the document provider.
Select Product
The
window is displayed.
If the investor list is not populated, click Update Products to select a documents
provider.
Select the investor and product to use for this loan from the
window and click Select Product.
The
,
Product Name
Product Code
your selections.
Click Request Documents to process the request for the documents from the
selected investor.
After the documents are requested, click View Documents at any time to view
and print the documents.
Documents Drawn By
Select the Doc Preparer from the dropdown list or enter their name and contact
information manually.
Select the entity for whom the documents are being requested (Broker, Investor, or
Lender) from the Docs In Name Of dropdown list.
Specify where the documents are being sent and the method by which they are
delivered in the Docs Sent To and Method Docs Sent dropdown lists.
Mail Away
Select the
check box if the closing documents were mailed for
signatures rather than signed in person.
fields are already populated with the products
Step
d.
, and
fields are populated based on
Doc Investor
Doc Provider
section.
Closing loans
Calyx
Select Product
field. Enter the
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