400 Calyx Software
Marketing tools
6 Use the Loan Rep and Loan Processor dropdown lists to filter the search results by a
specific loan representative or loan processor.
7 In the
Current Status section, select the status of the loans to include in the report, or
select
All to include loans of any status.
8 To filter only loans that were in a certain status during a specific time period, select a
loan status from the Status Date dropdown list and specify a date range in date fields.
9 Click Generate.
When the report generation is complete, a Point Report Viewer document is displayed
that contains the records that are produced from the report.
10 To prevent an e-mail from being created for any record, select the record and click
Delete Selected Rows.
11 In the Mail Merge Document(s) box in the lower left corner, select the template option
that you selected in Step 4.
12 Click Generate.
The records are merged into the e-mail that you selected and are output to a Microsoft
Word document.
13 Click Send Email to send the letters.
The Microsoft Word document is attached to an e-mail and sent to the selected
recipients.
14 To use the document again, save the Word file.
Custom forms
Custom forms are used to create templates for Marketing documents in Reports &
Marketing.
Use the custom forms function to create forms in Microsoft Word 2000, or later, that merge
directly with Point data. The forms can also be printed from the Print menu.
Some of the functions of custom forms include:
• Transmitting accurate conditions to lenders
• Marketing programs to prospects and borrowers
• Automating routine tasks such as requesting estimated HUD statements or
document updates
• Managing lender-required submission forms
Creating custom forms
To create custom forms:
1 Select the Templates tab from the navigation panel.
2 Select
Custom Forms/Letters/Email and click New.
The
New Custom Form dialog box is displayed.
Requirement
Microsoft Word is required to use the custom forms feature. It is not
included in Point.
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