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User interface
Prospect/Borrower
Search By
Search
Advanced Search
List Co-Borrowers
Shortcut toolbar
The shortcut toolbar is a part of the navigation panel where the various Point forms are
listed. It is an alternative to using the Forms menu to access screens.
The shortcut toolbar is not available when you are creating a master template, so you
must select the forms to include in your template from the Forms menu.
Use the First Mtg and Second Mtg buttons to toggle between linked first and second
mortgage files. These buttons are visible only after a second mortgage is linked to the first
mortgage file.
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Selects the type of loan file to search.
Selects the criteria to search from the dropdown list.
Initiates the search for files that match the selected criteria.
Opens the
Advanced Search
criteria and search in multiple data folders.
Lists the co-borrower files in the selected data folder.
Related information
•
Refer to
Searching for loan
information about locating loan files.
•
Refer to
Creating new data
information about creating data folders.
Related information
•
Refer to
Linking first and second mortgage
page 80, for information about linking first and second
loan files.
•
Refer to Chapter 12,
processing second mortgages.
dialog box which is used to refine your search
files, on page 75, for
folders, on page 466, for
files, on
Loan scenarios,
for information about
Calyx Software
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