Calyx Point 7 User Manual page 99

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To name the second mortgage file manually, disable Auto File Naming by unchecking
3
the
Name
Click Save.
4
The link between the two files is established. A dialog box prompts you to open the
second file.
To link two existing loan files:
Open the first loan file.
1
Select File > Subordinate Financing > Link to Existing Second Mortgage.
2
The
In the
3
Click Search.
4
The loans that meet the search criteria are displayed.
Select the loan you want to link and click OK.
5
The
Point User Guide
Use Auto File Naming
check box and entering the file name manually in the
field.
Search & Select a File to Link
Search By
fields, enter the search criteria for the second loan.
Link to Existing Second Mortgage
Linking first and second mortgage files
to dialog box is displayed.
dialog box is displayed.
File 
81

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