Calyx Point 7 - Page 170

152 Calyx Software
Disclosures and other forms
information is identical for each file type. However, the buttons on each screen differ,
depending on the file type.
The following buttons, located at the bottom of the workspace, provide additional
functionality:
Personal Info
The Personal Info button opens the
Personal Information dialog box which is
used to enter personal data about the borrower and their family members.
Contact Info
The Contact Info button opens the
Contact Information dialog box which is
used to manage your interactions with borrowers and prospects.
Mtg Insurance
The Mtg Insurance button opens the
Mortgage Insurance Premium/
Funding Fee
dialog box which is used to calculate mortgage insurance fees for
conventional and government loans.
Sub Financing
The Sub Financing button opens the
Subordinate Financing Information
dialog box which is used to enter second, third, and fourth mortgage information
for the subject property, and link the loan files.
Investment
Click the Investment button to open the
Investment Information dialog box
which is used to enter information about investment properties that the borrower
or co-borrower owns.
Credit Scores
Click the Credit Scores button to view the borrower and co-borrower credit scores.
Requirement
You must have already requested and received the credit report to view
the credit scores.
Related information
• Refer to Calculating mortgage insurance, on page170, for detailed
information about the
Mortgage Insurance Premium/Funding
Fee
dialog box.
• For information about viewing and requesting credit reports, refer to
Credit reports, on page314.
• Refer to Documenting borrower and prospect personal information,
on page407, for detailed information about the
Personal
Information
dialog box.
• Refer to Client communication, on page407, for detailed
information about the Contact Information dialog box.
• Enter specific details about investment real estate in the
Schedule of
Real Estate Owned
section in the Loan Application. Refer to
Chapter 5, Loan Application, for more information.
• Refer to Chapter 12, Loan scenarios, for detailed information about
the
Subordinate Financing Information dialog box.