Calyx Point 7 User Manual page 531

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rental property
entering in loan application
gross rent
112
occupancy rate, specifying
re-ordering closing documents
re-ordering initial disclosures
repayment date, warehouse advance &
repayment
263
repeat loans, duplicating files
report functions
address labels
398
average
382
averaging records
392
condition builder
381
count
,
382
392
creating data filters in Point Report Viewer
389
editing a link to a mail merge document
exporting to custom ASCII
exporting to Microsoft Excel
exporting to XML
392
file type, specifying
filtering data
369
formatting in Point Report Viewer
formatting output
388
generating standard reports
grouping
383
linking to a mail merge document
loan status, specifying
manipulating output
output options
mail merge
387
mail merge marketing format
editing a link
unlinking
388
Microsoft Excel spreadsheet
Point Report Viewer
saving
392
sort by
ascending/descending
dropdown list
383
page break
383
sort options
383
sorting
383
sorting Point Report Viewer reports
specifying column total, average, or quantity
(count)
,
382
392
specifying output options
standard
365
templates
365
creating
379
editing
379
saving
379
total
,
382
392
unlinking a mail merge document
report templates
365
Point User Guide
111
112
310
310
,
70
72
,
389
388
393
394
368
388
368
387
369
388
,
383
386
388
,
383
385
,
383
384
383
390
,
,
,
383
384
385
386
388
report templates, identifying field IDs
reports
369
Address Label report
Appraiser Vendor
366
ARM Loans for Refinance
Builder
366
Business Analysis Report (Banker with Excel),
description
372
Business Analysis Summary
Business Summary
366
Business Summary Report (with Excel)
LO Summary
,
371
Monthly Trend
373
Business Summary Report (with Excel),
description
371
Closed and Funded
366
Contact Information
Enterprise Summary
Dash Board
372
Pipeline Summary
Escrow Vendor
366
Funded and Not Shipped
GFE Fee
366
HMDA (Home Mortgage Disclosure Act)
Interests
366
Last Contact
366
Late Documents
366
Lender
367
Lender Summary
367
Loan Conditions
367
Loan Pipeline
367
Loan Pipeline (with Excel), description
Loan Profit Summary
Loan Profit Summary (Banker with Excel),
description
375
Loan Rep 1st Mortgage Pipeline
Loan Representative
Loan Status
367
Loan Status and Pipeline
Loan Status Report (with Excel2007),
description
377
Loan Summary
367
Pipeline
367
predefined
365
Processor Pipeline
367
Production
367
Profit Report from Track Manager
Property Address
367
Rate Lock
367
Secondary Marketing Expiring Commitments
366
Secondary Marketing Locked Pipeline
Secondary Marketing New Lock Requests
Title Vendor
367
Trust Account
367
Underwriter Pipeline
481
366
366
366
374
,
366
371
372
366
366
,
370
376
366
367
367
367
367
366
366
367
513

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