Updating Loan Status - Calyx Point 7 User Manual

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Restart Point for the changes to take effect.
5

Updating loan status

To update the loan status for a borrower:
Open a borrower file.
1
Select Interfaces > WebCaster > Update Loan Status.
2
The
Enter the borrower's e-mail address in the
3
The e-mail address is used as the borrower's user ID to log into the web site.
Enter any text to convey to the borrower upon their login in the
4
field.
Complete the Administration Login information.
5
To save your log in information for future access, select the
6
Select the
7
Click Update.
8
When the loan status is updated, information is retrieved from the loan tracking
screen.
If specified, WebCaster can send e-mails to borrowers stating that their loan status
has been updated and is now available. Borrowers can log into your site and view the
status of their loan application.
Point User Guide
For more information about using WebCaster, visit our WebCaster page
at www.calyxsoftware.com.
WebCaster Loan Status Update
Resend All Status Fields
Related information
dialog box is displayed.
Borrower Email Address
check box to send an updated status of all fields.
Interfaces
field.
Notes to Borrower
Save Password
check box.
351

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Point 7.0

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