496 Calyx Software
auto file naming
batch import
63
file name prefixes 63
auto MIN generation 64
Automated Underwriting Services (AUS) 347
automated underwriting system 247
automatically generating MIN 64
automatically naming files 63
automatically saving files 64
automobile assets, entering in loan application
108
autopopulate city, county, and state fields,
setting
65
average records, reports 382, 392
AVM reports 306
see also, services
order status, checking
300
ordering 300
populating into loan application 306
printing 304
retrieving 304
viewing 304
B
bank accounts, entering in loan application 107
banker functions
calculating final gain or loss on loan sale
242
calculating gain or loss on loan sale 240
closing documents, requesting through Calyx
Services
257
closing loans 253
creating registration request 221
funding loans 258
investor information 242
loan conditions 249
loan sale responsibilities 268
lock price 242
net gain 260
net loss 260
rate locking 239
recording loans 264
registration and lock 238
shipping loans 267
underwriting 243, 247
warehouse administrator 260
Banker reports
Business Analysis Summary
366
Funded and Not Shipped 366
Loan Profit Summary 366
Secondary Marketing Expiring Commitments
366
Secondary Marketing Locked Pipeline 366
Secondary Marketing New Lock Requests 366
Warehouse Aging 366
Warehouse Reconciliation & Profit Summary
366
banker screen buttons, described 25
basic documents
adding to loan checklist
217
adding user-defined documents to list 217
editing 216
required documents 217
batch file import 63
benefits verification 197
bi-weekly loan payments, specifying 134
blue links xii
bonds, entering in loan application 108
borrower files
advanced search
76
archiving 82
copying 70
copying by using save as 72
copying from external source 78
creating from a blank file 69
creating from prospect file 69
creating from template 69
creating with copy method 70
creating with save as 72
deleting 79
differences between borrower and prospect
files
67
importing from other applications 435
master file templates 357
moving 77
moving from external source 78
new 69
saving 74
searching for 75
borrower forms
adding to document repository
204
printing 86
borrower information
entering in loan application
100
swapping with co-borrowers 83
Borrower Information screen
closing cost scenario template
355
completing 153
completing for FHA purchase loans 173
completing for FHA refinance loan 181
defaults 153
described 151
loan program template 353
monthly payment settings 154
borrower personal information, documenting
407
Borrower Signature Authorization 155
borrowers, escrow requests 324
branch/team tracking 233
Brokerage Contract (FL) 137
brokerage name, manually entering in Initial
ARM Disclosure
129
brokers, lender approval 299
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