508 Calyx Software
in prospect information screen 353
in TIL 353
in Truth-in-Lending screen 353
saving 354
loan progress tracking 214
loan prospector setup 344
Loan Prospector. See Freddie Mac Loan
Prospector
loan purpose, entering in loan application
98
loan registration, creating request 221
Loan Rep 1st Mortgage Pipeline 367
Loan Representative report 367
loan scenarios
calculating on the MLDS/GFE (CA)
148
construction 290
construction- to-permanent 292
construction with required reserve 292
investment 293
new first with existing second 280
piggyback for investment 287
piggyback for purchase 283
second mortgage for primary home 279
second mortgage on investment/second with
existing first
281
80-10-10 283
loan status
adding documents to the loan checklist
217
miscellaneous items, adding to loan checklist
219
miscellaneous items, removing from loan
checklist
219
removing documents from the loan checklist
217
viewing 19
Loan Status and Pipeline report 367
Loan Status report 367
Loan Status Report (with Excel2007), description
377
loan status tracking 214
basic documents 216
adding to loan checklist 217
adding user-defined documents 217
calculating document due date based on
event
217
calculating miscellaneous item due date
based on event
219
editing progress 215
loan checklist
adding documents
217
adding miscellaneous items 218
removing documents 217
removing miscellaneous items 219
miscellaneous items 217
Loan Submission Sheet 156
Loan Summary report 367
loan tasks 432
loan team members, tracking 233
loan terms, entering in loan application 97
Loan Underwriting and Transmittal Summary 176
loan verification 197
loans
closing
253
funding 258
investment 293
recording 264
shipping 267
loans tab, described 17
loan-to-value calculation 174
loan-to-value ratios, adjusting 166
locating files 75
locating the loan application 95
lock confirmation, creating 238
lock price information 242
lock request, recording 221
locking loans for sale 238
locking rates 221, 226, 239
logo, adding to forms 406
loss on loan sale 242
loss on loan sale, calculating 240
loss on loan sale, calculating final 242
LTV/CLTV maximum, specifying 223, 245
M
macros, field IDs 482
mail merge
specifying as report output
383
template option 399
with Microsoft Word documents 403
mail merge document
editing a link
388
linking to 387
unlinking 388
mail merge, specifying as report output 386
mailing address, entering in loan application 101
managing tasks 423
managing verification forms 227
manipulating report output 388
manipulating reports, in Point Report Viewer 388
maps to field ID, data import template screen 360
marital status, specifying in loan application 101
marketing documents
address labels
399
creating standard e-mail 399
creating standard letter 399
customizing printouts 404
filtering data 398
generating address labels 398
generating letters 399
linking to a mail merge document 387
open house flyer 405
predefined letters 397
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