514 Calyx Software
Warehouse Aging 366
Warehouse Reconciliation & Profit Summary
366
Yield Spread Premium 367
reports tab, described 21
Request for Appraisal 160
Request for Certificate of Veteran Status,
completing for FHA loans
189
Request for Evidence of Insurance 160
Request for Insurance Endorsement, completing
for FHA loans
187
Request for Payoff 160
Request for Survey 160
Request for Title Commitment 160
requesting credit reports, paying with credit card
315
requesting services
see also, services
correcting submission errors
306
example 300
required calculations 182
required components 3
required documents 217
required documents for loan sale 268
requirements
hardware
1
processor speed 1
software 2
reserves deposited with lender, Good Faith
Estimate
123
resources, product support xii
restoring navigation panel 17
restrictions
network
3
printer 2
resubordinated liability 110
retirement funds, entering into loan application
108
revolving debt 110
Right to Financial Privacy Act 150
right to receive appraisal
printing
43
specifying time limit for written request 43
risk assessment, TOTAL 177
running the HMDA report 459
S
salary key
for verifying employment and income
330
obtaining 330
sample.exp file 361, 439
saving files
auto save utility
64
automatically 64
document repository 209
loan files 74
.pcf format 75
saving provider password 309
saving reports 392
saving reports, as .pcf files 75
savings account, entering in loan application 107
scheduled date, warehouse advance &
repayment
264
scheduling meetings 408
screen components 16
screen settings 59
screens
customizing
59
customizing colors 61
scrolling keys 25
search display settings, specifying 57
search extended options, specifying 59
search loan settings, specifying 58
search results, customizing 57, 58, 59
searching
for borrower files
75
for co-borrower files 76
for loan files, advanced 76
for prospect files 75
for tasks 428
in multiple data folders 76
searching for Cardex records 448
searching for Cardex records, advanced 448
second current employer, entering in loan
application
103
second loan, viewing 18
second mortgage for primary home loan 279
second mortgage on investment/second with
existing first loans
281
Secondary Marketing Expiring Commitments
report
366
Secondary Marketing Locked Pipeline report 366
Secondary Marketing New Lock Requests report
366
secondary marketing registration and lock 238
Section 32, High Cost Loan Disclosure 136
secure areas
and conversation log
476
and credit scores 476
granting access 475
security
access levels
473
adding to data folders 473
creating user IDs and passwords 474
description 473
selecting products 308
Self-Employed Income Analysis 155
seller information, transmittal summary 167
sending files to remote host 50
sending loans to Fannie Mae 340
sending marketing letters via e-mail 399
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