Calyx Point 7 - Page 119

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Point User Guide 101

Entering borrower information

The borrower and co-borrower personal information (SSN, telephone numbers, age,

birth date, and education) and present address are prepopulated if the

Borrower

Information

screen was completed. If you did not complete the Borrower

Information

screen, enter the information here. This information will populate the

Borrower Information screen.

2 Specify the marital status of the borrower and co-borrower by selecting the

Married,

Unmarried, or Separated check box.

3 If either borrower has any dependents, enter the number of dependents and their

ages in the corresponding fields.

4 Specify whether the borrower and co-borrower own or rent their current residence and

enter the number of years they have lived at that address in the

Present Address

section.

The address, city, and state are already populated if the

Borrower Information

screen was completed.

5 If either borrower receives mail at an address other than their current residence,

complete the

Mailing Address section. If the borrowers receive mail at their current

residence, select the

Same as Present Address check box.

6 If the borrower or co-borrower have lived at their present address for less than two

years, complete the

Former Addresses sections.

Tip

When entering an address in Point, enter the zip code first. If your Zip

Code Options are configured, Point will automatically populate the city

and state fields.

You can also configure Point to automatically enter the city, state, and

county fields in all uppercase text.