Templates Tab - Calyx Point 7 User Manual

User interface

Templates tab

Create templates to save yourself repetitive data entry for frequently-used information.
Select a template category to view the existing files in the workspace.
The following template types are available:
Report & Marketing
Loan Program
Closing Cost Scenario
Prospect Master
Borrower Master
Data Import
Data Export
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Save yourself repetitive data entry by building templates.
Creates report or marketing templates for your products.
Creates loan program templates for the products you market.
Creates various closing cost options that prospects can use to assist with their
loan decisions.
Creates master prospect templates for faster prospect information entry.
Creates a master borrower template for faster borrower information entry.
Builds templates that import data from text files.
Sends Point data to other applications.
Related information
For more information about working with templates see
Chapter 14, Templates, and
page 379.
Tip
Creating custom reports, on
Calyx Software