Calyx Point 7 - Tracking Loan Sale Responsibilities

268 Calyx Software
Banker functions
7 The LoanSaleDate is prepopulated from the Funding screen; enter the date when
the loan was shipped to the investor in the
DateLoanShipped field.
Tracking loan sale responsibilities
Shippers use the Trail Documents screen to record and track the documents that are
required to satisfy the loan sale responsibilities on a loan that was purchased by a
correspondent investor.
To use the
Trail Documents screen:
1 Select Banker > Trail Documents.
The
Investor and LoanSaleDate fields are automatically populated from other
screens. The
LateFeesTotal field is populated from information in the Trail
Document Entry
screens.
2 To add a document to the document list:
a Click the Add button.
Related information
• Refer to Creating dropdown lists, on page44, for information about
creating custom dropdown lists.
• Refer to Chapter 19, Contact management (Cardex), for information
about using the Cardex database.