Pipeline Status; Detail Status; Loan Status Report (With Excel 2007); Data - Calyx Point 7 User Manual

Pipeline status

Displays an overview of loans in the pipeline. It allows you to select a single loan
representative or processor, or view a cross section of their work. You can also view the
loans by status, or check all status types.

Detail Status

Displays a detailed table of the loans in the pipeline. It is displayed alphabetically by
filename.

Loan Status Report (with Excel 2007)

The Loan Status Report (with Excel2007) displays all the loans in the system by status.
The Data option is available for viewing.

Data

Displays an overview of loans in the system by status.
Point User Guide
Standard reports
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