22 Calyx Software
User interface
Templates tab
Create templates to save yourself repetitive data entry for frequently-used information.
Select a template category to view the existing files in the workspace.
The following template types are available:
Report & Marketing
Creates report or marketing templates for your products.
Loan Program
Creates loan program templates for the products you market.
Closing Cost Scenario
Creates various closing cost options that prospects can use to assist with their
loan decisions.
Prospect Master
Creates master prospect templates for faster prospect information entry.
Borrower Master
Creates a master borrower template for faster borrower information entry.
Data Import
Builds templates that import data from text files.
Data Export
Sends Point data to other applications.
Tip
Save yourself repetitive data entry by building templates.
Related information
For more information about working with templates see
Chapter 14, Templates, and Creating custom reports, on
page379.
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