Ordering Initial Disclosures And Closing Documents - Calyx Point 7 User Manual

Integrated products and services
The
and products listed.
The top of the screen indicates when the last update was made and displays the
name of the current provider.
Click the + sign next to the investor name to expand the product list and enable the
Select Product button. Click the - sign to contract the product list.
This selection is retained until you specify a different provider.
Select the product that you want to order and click Select Product.
6
The investor and product information are selected.

Ordering initial disclosures and closing documents

After you select the product and the investor, you can order the initial disclosures and
closing documents from the Services menu.
To order initial disclosures and closing documents:
Select Services > Initial Disclosures > Request Initial Disclosures (or Services >
1
Closing Documents > Request Documents).
310
Select Product window is displayed again with the selected provider's investors
• For more information about the
loans, on page 264.
• For more information about the
Electronic document
You can also request initial disclosures and closing documents from the
Closing Loan Product
and
Related information
Closing
screen, refer to
Loan Product
screen, refer to
storage, on page 202.
Tip
screens.
Recording
Calyx Software