Calyx Point 7 User Manual page 527

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templates
creating
379
editing
379
predefined
397
marketing function buttons, described
marketing letters
adding company logo
data folder, specifying
file type, specifying
filtering data
399
mail merge
399
output, specifying
399
removing letters
399
marketing loans
21
marketing tab, described
marketing tools
365
master file templates
borrower files
357
creating
357
deleting
358
editing
357
importing into an existing file
prospect files
357
prospect information
saving
357
matching liabilities and real estate
maximum adjusted loan balance, debt-to-
income ratios
135
Maximum Loan Amount Table
Maximum Mortgage Worksheet
meeting rate lock requirements
meetings, scheduling
408
memory requirements for Point
disk
2
RAM
1
merged credit
347
merging credit reports from multiple providers
347
MERS number
automatically generating
entering manually
239
overriding
239
Microsoft Excel
exporting reports to
specifying as report output
Microsoft Windows applications, creating export
templates
361
Microsoft Word
address labels
366
importing documents into custom forms
mail merge
403
Microsoft Word documents, storing in document
repository
207
MIN
auto generation
64
entering manually
239
Point User Guide
31
406
399
399
21
358
357
113
174
186
,
223
245
64
394
,
383
385
403
MIP
calculating
170
cash-to-close
415
PMI, MIP in loan application
up-front mortgage insurance
up-front mortgage insurance, FHA loans
miscellaneous items
adding to loan checklist
editing
218
required
219
MISMO document type
missing items in loan file, tracking
MLDS/GFE (CA)
loan balance scenarios
payment scenarios
148
modem, setting up
49
modifying
data folder properties
users
477
monthly escrow fees, documenting
monthly housing expenses, entering in loan
application
105
monthly income calculator
monthly payment settings
monthly payment settings dialog box,
explanation
,
98
154
monthly payments, specifying bi-weekly
Mortgage Broker Disclosure (TX)
Mortgage Identification Number
automatically generating
mortgage insurance
calculating
170
entering in loan application
FHA Statutory Requirements Worksheet
FHA Transmittal Summary
Good Faith Estimate
ordering
347
premium calculation basis
TIL
135
Mortgage Loan Commitment
Mortgage Loan Disclosure Statement (MLDS)
buttons
33
Mortgage Loan Disclosure Statement (MLDS/GFE
(CA)), general information
mortgage payments, specifying bi-weekly
Mortgage Servicing Transfer Disclosure
Statement
151
mortgage type, entering in loan application
mortgage verification
197
mortgage, liability
110
movement keys
25
moving files
borrower
77
from external source
prospect
77
multiple data folder search
115
170
174
218
208
267
148
469
168
104
154
134
137
64
105
182
177
119
172
159
138
134
97
78
76
509

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