Searching For Co-Borrower Files; Searching In Multiple Data Folders - Calyx Point 7 User Manual

Loan file overview
Click Search.
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The files that match the search criteria are displayed in the workspace.

Searching for co-borrower files

To search for co-borrower files:
Select the Loans tab from the navigation panel.
1
Select the data folder or folders you want to search from the Data Folder dropdown
2
list.
Choose the file type (
3
Click List Co-Borrowers.
4
The co-borrowers stored in the selected data folder are listed in the workspace.

Searching in multiple data folders

Use the advanced search feature to search in multiple data folders, including PDS data
folders if you run Point Data Server. More field options are also available in the Search by
dropdown list when doing an advanced search.
To perform an advanced search:
Select the Loans tab from the navigation panel.
1
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For example, a Last Name search for "smi" will produce only borrowers with Smi
as their last name. To search for a John Smith, you must enter "Smith" to produce
all borrowers with the last name of Smith.
Prospect Borrower
or ).
Calyx Software