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auto file naming
batch import
63
file name prefixes
63
auto MIN generation
64
Automated Underwriting Services (AUS)
automated underwriting system
automatically generating MIN
automatically naming files
automatically saving files
automobile assets, entering in loan application
108
autopopulate city, county, and state fields,
setting
65
average records, reports
AVM reports
306
see also, services
order status, checking
ordering
300
populating into loan application
printing
304
retrieving
304
viewing
304
B
bank accounts, entering in loan application
banker functions
calculating final gain or loss on loan sale
calculating gain or loss on loan sale
closing documents, requesting through Calyx
Services
257
closing loans
253
creating registration request
funding loans
258
investor information
loan conditions
249
loan sale responsibilities
lock price
242
net gain
260
net loss
260
rate locking
239
recording loans
264
registration and lock
shipping loans
267
underwriting
,
243
247
warehouse administrator
Banker reports
Business Analysis Summary
Funded and Not Shipped
Loan Profit Summary
Secondary Marketing Expiring Commitments
366
Secondary Marketing Locked Pipeline
Secondary Marketing New Lock Requests
Warehouse Aging
366
Warehouse Reconciliation & Profit Summary
366
496
347
247
64
63
64
,
382
392
300
306
107
242
240
221
242
268
238
260
366
366
366
366
366
banker screen buttons, described
basic documents
adding to loan checklist
adding user-defined documents to list
editing
216
required documents
batch file import
63
benefits verification
197
bi-weekly loan payments, specifying
blue links
xii
bonds, entering in loan application
borrower files
advanced search
76
archiving
82
copying
70
copying by using save as
copying from external source
creating from a blank file
creating from prospect file
creating from template
creating with copy method
creating with save as
deleting
79
differences between borrower and prospect
files
67
importing from other applications
master file templates
moving
77
moving from external source
new
69
saving
74
searching for
75
borrower forms
adding to document repository
printing
86
borrower information
entering in loan application
swapping with co-borrowers
Borrower Information screen
closing cost scenario template
completing
153
completing for FHA purchase loans
completing for FHA refinance loan
defaults
153
described
151
loan program template
monthly payment settings
borrower personal information, documenting
407
Borrower Signature Authorization
borrowers, escrow requests
branch/team tracking
233
Brokerage Contract (FL)
brokerage name, manually entering in Initial
ARM Disclosure
129
brokers, lender approval
25
217
217
217
134
108
72
78
69
69
69
70
72
435
357
78
204
100
83
355
173
181
353
154
155
324
137
299
Calyx Software
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