Creating Dropdown Lists - Calyx Point 7 User Manual

Utilities configuration
Click OK.
6

Creating dropdown lists

The Dropdown Lists options are used to create default dropdown lists that you can select
from when completing the loan application. Create custom dropdown lists to save time
when you work with frequently-used information. You can enter your branch locations,
employee names, and vendors that you work with regularly. You can also create dropdown
lists that contain tax and insurance rate options.
For example, the Representative list would contain a list of the loan representatives within
your organization; the Taxes list would contain a list of rate options to use to calculate the
property taxes.
You can create the following types of lists:
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For more information about the Acknowledgement and Agreement
section, refer to the Uniform Residential Loan Application on the
Mae web site.
Representative names
Processor names
Underwriter names
Document preparer names
Closer/Funder names
Shipping companies
Adjustment type
Manner in which the property is held
Employee titles
Branch office names
Regional office names
Division office names
Team names or departments
Special document types processed
Property, city, and state tax rates
Hazard insurance types
Mortgage insurance fees
User-defined fees
Cardex categories
The Adjustment Type and Manner dropdown lists contain default values
that are shipped with Point. You can add, edit, and remove options from
these lists as needed.
Related information
Note
Fannie
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