238 Calyx Software
Banker functions
Each user also has a different level of access to certain screens and information. A user
might have restricted access to financial information or can view only some information
but not make changes. Read-only fields are gray but readable.
Registering and locking loans for sale
The Secondary Marketing screen is used, usually by the secondary marketing
manager, to record lock data for loans that are to be funded internally and sold to
correspondent investors. It is not intended to be used for loans that are brokered to
wholesale lenders. It is one of the screens that allow restricted access through Point
Administrator, so a loan officer might not have access to this screen.
To use the
Secondary Marketing screen:
1 Open a borrower file.
In this topic
• Registering and locking loans for sale
• Tracking underwriting status
• Recording and tracking loan conditions
• Closing loans
• Funding loans
• Submitting and tracking warehouse lender loans
• Recording loans
• Tracking loan shipment status
• Tracking loan sale responsibilities
• Supplementary screens
Related information
Refer to Setting user access to data folders, on page474, for information
about restricting access to banker screens.
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