214 Calyx Software
Loan tracking
Loan status tracking
The Status and Checklist screen summarizes the loan status and progress. In this
screen you can collect event dates, critical file information, lender selection and contacts,
lock status, and the current status for reports.
The
Status and Checklist includes the following information:
• Loan status
• Loan progress
• Basic documents
• Miscellaneous items
Use the
Status and Checklist screen to track various loan information and to report that
a loan is closed, submitted, or approved.
Navigate in the
Status and Checklist screen by using the scroll bars that are located in
each screen and each section.
Edit the information in the
Status and Checklist screen by using the Edit Selection
button or by double-clicking a row.
To enter the current date for a particular item, select the check box that corresponds to the
item that you are updating.
Tracking loan status and progress
To track the status and progress of a loan:
1 Open a prospect or borrower file.
2 Select Track > Status
.
Tip
To ensure that your reports are accurate, verify that the date and time
settings on your computer are correct before you begin.
Use empty fields to record custom information that is not predefined.
Note
The Status and Checklist screen supplies synchronized data to the
information bar. When this information is accurate, the information bar
becomes a one-click, time-saving resource.
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