Calyx Point 7 User Manual page 384

Reports
The following predefined reports are available in Point:
366
Report
Banker reports
Business Analysis Summary
(Banker with Excel)
Funded and Not Shipped
(Banker with Excel)
Loan Profit Summary (Banker
with Excel)
Secondary Marketing Expiring
Commitments (Banker with
Excel)
Secondary Marketing Locked
Pipeline Report (Banker with
Excel)
Secondary Marketing New
Lock Requests (Banker with
Excel)
Warehouse Aging (Banker
with Excel)
Warehouse Reconciliation &
Profit Summary (Banker with
Excel)
General reports
Address Labels
Report
Appraiser Report (Vendor)
ARM Loans for Refinance
Builder Report (Vendor)
Business Summary Report
(with Excel)
Closed and Funded Report
Contact Information
Report
Escrow Report (Vendor)
GFE Fee Report
HMDA Report
Interests Report
Last Contact Report
Late Documents Report
Description
Provides important loan data and analysis tools that help
to manage your business and pipeline risk.
Provides the shipping department with loans that have
funded but not shipped to the investor.
Provides management level profitability analysis.
Provides secondary marketing with detailed commitment
information for locks that expire within five calendar days.
Summarizes loan lock information and provides analysis
tools that are used to manage active locked pipelines.
Provides secondary marketing with detailed rate lock
information for lock requests that have not been
confirmed by secondary marketing.
Provides the shipping department and management with
detailed loan information and warehouse aging for loans
that have funded but not sold.
Provides execution gain/loss and warehouse expenses for
the loan. Used by management to assess the profitability
of the loan.
Creates address information that can be used with
Microsoft Word to create mailing labels.
Tracks the amount of business by a particular Appraiser
for expense control and revenue generation.
Displays the first lien ARM loans opened on or before 08/
01/2005. Use additional filters to customize the search
options.
Displays the name and address of the builder that was
used for each loan.
Displays a summary of sales per loan officer, showing the
monthly and yearly trend of sales. Use additional filters to
select a specific period.
Tracks loans that have been closed and funded within a
given time.
Displays all borrowers and prospects in the current data
folder with a call or meeting scheduled for a particular
day.
Tracks the amount of business by a particular Escrow
company for expense control and revenue generation.
Tracks fees from the Good Faith Estimate that affect the
cost and revenue of the loan.
Tracks data for the Home Mortgage Disclosure Act.
Generates a report based on selected interests that are
Personal Information
recorded in the
Tracks contact with borrowers for follow-up items,
changes, and comments.
Tracks documents that are overdue or missing. Refer to
Specifying late document criteria, on page 42, for
information about how to establish late document
criteria.
dialog box.
Calyx Software