Warehouse Summary; Data; Loan Pipeline Report (With Excel) - Calyx Point 7 User Manual

Reports

Warehouse summary

Displays an overview of data for warehouse lenders, their branches, and averages of fees,
costs, etc.

Data

Displays a table of loan data that includes information such as the data folder, lender case
number, and loan amount.
Customizing
Use the dropdown arrow remove a warehouse lending value from the total data
calculation or to select a warehouse value for which you want to view the data.

Loan Pipeline Report (with Excel)

The Loan Pipeline (with Excel) displays several panels. Several viewing options are
available for the data in the report. You can access them through the buttons at the top of
the report. The viewing options are described on the following pages:
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Pipeline Status
Detail Status
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