Funding Loans - Calyx Point 7 User Manual

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Banker functions
14 Complete the
person who is processing the closing of the loan.

Funding loans

Use the
of all funds necessary for the transaction. This revenue includes the borrower's deposited
funds, the required down payment, closing costs, and transaction fees, payable either to
the lender or to third party vendors, as described in the
The information on this screen also helps you to ensure that the transaction balances and
that the profitability of the loan are at or above the target that was established by the
lender. Many fields on this screen are prepopulated from various other Point screens.
To use the
Open a borrower file.
1
258
Closer/Funder
Refer to
Specifying investors and
information about selecting products and investors.
Refer to Chapter 19,
about using the Cardex database.
Refer to
Program and rate lock
Program & Rate Lock Details
about the
Funding
screen to manage your revenue while balancing the sources and uses
Funding
screen:
section with the name and contact information of the
Related information
products, on page 308, for more
Contact management
(Cardex), for information
details, on page 270, for information
dialog box.
Good Faith Estimate
.
Calyx Software

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