Marketing - Calyx Point 7 User Manual

Marketing

Marketing buttons are located in various locations and on the marketing forms in prospect
and borrower files.
Marketing forms include forms such as the
Amortization Schedule
list.
Point User Guide
Button Description
Opens the corresponding page of the
Application
Opens the
used to request credit information for a borrower.
Opens the
to request a borrower's verification of employment or
income.
Accesses a calculator to determine the monthly property
tax.
Moves the selected entry up in the employer list.
Opens the
Opens the
select a VOE/VOI report to view.
. Buttons that were previously described are not included in this
Button Description
Opens the
Information
enter information about second loans and
link the first and second files together.
You can also access this dialog box from the
Sub Financing button on the
Good Faith Estimate
Prequalification
Calculates the prepaid finance charges on the
Good Faith Estimate
annual percentage rate.
Opens the
make rate adjustments to the proposed loan
and the loans that are used for the
comparison.
Calculates the maximum property value for
which the prospect qualifies.
Opens the
which is used to calculate the actual balance
of the loan.
Loan
.
Credit Report Request
dialog box which is
VOE/VOI Request
dialog box which is used
Credit Report
dialog box.
View Report
dialog box, which is used to
Prequalification
Subordinate Financing
dialog box which is used to
Information
, and
screens.
to determine the
ARM
dialog box where you can
Balance Calculation
dialog box
Buttons and options
Page
All
3
2
2
2
3
2
screen and the
Screen
Debt Consolidation
Worksheet
,
Loan Comparison
Prequalification
Loan Comparison
Prequalification
Debt Consolidation
Worksheet
31