Calyx Point 7 - Closing Loans

Point User Guide 253
Closing loans
Use the Insert, Edit, and Delete buttons to add, change, or remove entries. Use the
Up and Dn buttons to move entries up or down in the list.
Closing loans
The Closing screen is typically used by the closer/funder to enter information that is
relevant to lenders when they order closing documents.
The following buttons, located at the bottom of the workspace, provide additional
functionality:
Appraisal
The Appraisal button opens the
Appraisal Information dialog box which is
used to record information about the property appraisal.
Insurance
The Insurance button opens the
Insurance dialog box which contains
information about the mortgage, hazard, and flood insurance for the property.
Escrow & Title
The Escrow & Title button opens the
Escrow & Title Information dialog box
which contains the escrow, title, and wire information.
To use the
Closing screen:
1 Open a borrower file.
Related information
• Refer to Creating the default conditions list, on page37, for
information about creating the default condition list and the
conditions pick list.
• Refer to E-mailing forms, on page91, for more information about
setting PDF passwords and e-mailing forms.
• For more information about the document repository, refer to
Electronic document storage, on page202.
• Refer to Program and rate lock details, on page270, for information
about the
Program & Rate Lock Details dialog box.