Calyx Point 7 - Page 216

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198 Calyx Software

Verifications

The following screen is an example of a completed Verification of Deposit (VOD)

form.

The top of the form contains the From Loan App button. Click this button to import the

information from the section in the

Loan Application that corresponds to the

verification form. With the exception of the

Verification of Benefits (VOB) form, all

verification forms include a From Loan App button to import the applicable data from

the

Loan Application.

In addition to the From Loan App button, the

Verification of Employment (VOE)

screen also contains buttons to request an employment verification (Request VOE/

VOI), view the employment verification report (View Report), and populate the

employment information from the verification report (Populate Employment).

The

From section contains fields for the name of the person who is requesting the

verification (

Attention field), their title, the lender number, and the current date. When

the

Attention field is selected, it is automatically populated with the name of the loan

processor that was entered in the

Borrower Information screen. When the Date

field is selected, it is automatically populated with the current date.

3 If the information is not prepopulated, enter the

Title and LenderNo in the From

section.

4 To import information from the

Loan Application, click the From Loan App (Assets)

button.

Caution

Entering data by importing it from the Loan Application replaces all

existing information in the verification form.

To prevent loss of data, import information by using the From Loan App

button before you enter any information manually.