Point User Guide 299
Lenders
Some of the following benefits are achieved by using Point lenders:
• Better pricing through automation
• Fully adjusted live rate sheets displayed in seconds
• Automated underwriting decisions in minutes
• Instant online locks
If your preferred lender is not already partnered with Calyx, ask the lending organization to
contact Calyx Software Sales department to become a participating lender.
Using the lender interface
Before you can begin working with any of the Point lenders, you must register and become
an approved broker for that lender.
To become approved by the lender:
1 Open a prospect or borrower file.
2 Select Lenders > [Name of lender] > Getting Started.
The lender’s web site opens in a browser.
Peruse the web site to become familiar with a lender and the services that they offer.
3 To continue the approval process, navigate to the lender’s broker approval page.
4 Complete and submit the required information.
5 When the request is approved, a link similar to
BrokerSignupor BecomingApproved
is displayed.
If a link is not displayed, contact the lender by telephone to complete your registration.
6 After the registration process is approved, you can access lender-specific loan forms
and the lender’s web site from the Lenders menu.
Information that was already entered into other Point screens is automatically
populated in the lender forms.
Recommendation
It is recommended that you verify your approval status and the territory
that a lender covers before you use the Point interface.
Important
These instructions are general as the registration process differs among
the lenders. For more specific information about becoming an approved
broker, refer to the lender’s online help.
Note
The products and services offered by lenders will vary.
To Next Page