500 Calyx Software
DE Statement of Appraised Value, completing
for FHA loans
188
Debt Consolidation screen
closing cost scenario
355
closing cost scenario templates 355
loan program template 353
debt consolidation worksheet 415
debt-to-income ratios, calculate on maximum
adjusted loan balance
135
declarations, loan application 115
default adjustment type options 224, 240
default conditions 249
defaults
company settings
35
conditions 37
setting prepaid fees 39
web browser, setting 62
deleting
borrower files
79
Cardex database entries 447
documents from document repository 206
liabilities 110
master file 358
prospect files 79
users 478
delimiter
importing text files
359
output data file 362, 364
denial letter, specifying address 41
denial reasons, specifying 243
dependents, specifying in loan application 101
deposit verification 197
Desktop Originator. See Fannie Mae Desktop
Originator
Desktop Underwriter. See Fannie Mae Desktop
Underwriter
directories
change PNTDATA location
9
change PNTTEMPL location 9, 478
change WINPOINT location 9
sharing PNTDATA 12
sharing PNTEMPL 12
sharing WINPOINT 12
disclosures
Affidavit of Occupancy
150
Affiliated Business Disclosure 150
Anti-Coercion Statement 150
CA Fair Lending Notice 137
Credit Score 150
Equal Credit Opportunity Act 151
Fair Credit Reporting Act 150
Flood Insurance 151
GFE Provider Relationships 127
Good Faith Estimate 119
Initial ARM 128
Initial ARM, completing 128
Mortgage Loan Disclosure Statement (MLDS/
GFE (CA))
non-traditional loan
143
traditional loan 138
Mortgage Servicing Transfer 151
Patriot Act 151
Privacy Policy 151
Regulation Z 132
Right to Financial Privacy Act 150
state-specific
Application Log (NY)
137
Brokerage Contract (FL) 137
CA Fair Lending Notice Disclosure 137
Lender Disclosure (FL) 137
Mortgage Broker (TX) 137
Pre-Application Disclosure (NY) 150
Truth-In-Lending 132
disconnecting data folders 471
displaying field IDs 65
displaying ratios 166, 223, 245, 355, 421
document conventions
font formats
xi
terminology xii
document due dates, setting 43
document providers, specifying 308
document repository 201, 202
accessing 202
adding documents
borrower forms
202
drag and drop method 202
loan forms 202
requested through services 202
adding non-Point documents
Documents dialog box method
207
drag and drop method 207
adding Point forms 204
changing column width 202
deleting documents 206
e-mailing documents 210
MISMO type 208
multiple selection 209
printing documents 206
saving documents requested through services
302
saving files to another location 209
sending documents with escrow request 323
sending documents with title report request
321
sorting 202
storing external documents 207
supported file formats 207
document storage 201
documenting contact with borrowers 408, 409
documenting personal information 407
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