Recording Loans - Calyx Point 7 User Manual

Banker functions
Complete the
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Recording loans

Use the
transaction with the county.
To use the
Open a borrower file.
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Dates section.
Enter the date when the lender, closing agent, borrower and seller, and their
agents have agreed that the loan should be funded in the
field.
Enter the date that the funding actually occurred in the
Enter the date that the lender requested that the warehouse lender advance the
funds in the
Advance Scheduled Date
Enter the date when the warehouse advance is deposited in the recipient's bank
account by the warehouse lender in the
Enter the date when the lender is scheduled to repay the warehouse advance to
the warehouse lender in the
Enter the date when the lender actually repaid the warehouse advance to the
warehouse lender in the
Enter the date when the lender sent the collateral package to the warehouse
lender in the
Collateral Pkg Sent
Enter the date of the note that the borrower will sign in the
Enter the date when the first payment is scheduled in the
Enter the date when the loan is to reach maturity in the
• Refer to Chapter 14, Templates, for information about creating loan
templates.
• Refer to Chapter 19,
about using the Cardex database.
Recording screen to document the loan information that was used to record the
Recording screen:
field.
Advance Actual Date
Repayment Scheduled Date
Repayment Actual Date
field.
Related information
Contact management (Cardex), for information
Funding Scheduled Date
Funding Actual Date
field.
field.
field.
field.
Note Date
First Payment Date
field.
Maturity Date
Calyx Software
field.
field.