Calyx Point 7 - Printing Custom Forms; Customizing Marketing Documents

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Marketing tools
Printing custom forms
To print custom forms for individual loan files:
1 Open a prospect or borrower file.
2 Select File > Print.
3 In the
Borrower Forms dialog box, click the Custom Forms tab.
4 Select the forms you want to print and click Print.
Customizing marketing documents
You can customize the following marketing documents to include your company-specific
information when you print them:
• Prequalification
• Amortization Schedule
• Loan Comparison
• Rent vs. Own
• Cash-to-Close
• Open House Flyer
In addition to adding your company logo, you can also include the following information on
a form:
• Your name
• Your business name
• Your address, phone, and fax numbers
• Prospect’s name
• Property address
• Name, address, phone and fax numbers of the agent for whom the printout is
prepared
Related information
To add the Custom forms to a Print group, see Creating print groups, on
page88.
Requirement
To include your company information on a printed form, the Company
Info
dialog box must be completed with your company information.
Related information
• For information about completing the Company Info dialog box,
refer to Entering default company and processing center
information, on page35.
• For information about printing forms, refer to Print and e-mail
options, on page84.
• For information about adding your company logo to a form, refer to
Adding a company logo to marketing letters, on page406.