516 Calyx Software
standard reports 365
standard reports, generating 368
Statement of Credit Denial, Termination, or
Change
160
state-specific disclosures
Application Log (NY)
137
Brokerage Contract (FL) 137
Lender Disclosure (FL) 137
Mortgage Broker (TX) 137
Pre-Application Disclosure (NY) 150
status of loan, tracking 214
Statutory Requirements Worksheet 182
stocks, entering in loan application 108
stored by name, changing 203
storing documents with loan file 202
storing external documents in the document
repository
207
submission errors
when ordering closing documents, correcting
313
when ordering initial disclosures, correcting
313
when ordering services, correcting 306
submitting a casefile for underwriting 342
submitting loans electronically 201
submitting verification forms 199
subordinate financing
concurrent loans for investment properties
287
concurrent loans for purchase 283
creating new first 280
for investment property or second home 281
for primary home 279
linking first and second loan files 80
subtotaling report values 392
support information xiii
support resources xii
suspense/denial notice, creating 243
swapping files 83
switch between first and second loan files 18
synchronizing data between loan files 80
system requirements 1
T
task list, viewing 432
Task Manager 423
tasks
assigning
424
closing 431
creating 423
editing 430
editing status 431
printing 432
reminders 425, 426
searching, advanced 428
tasks tab, described 20
Tax Authorization Form 8821 162
Tax Information (1098 Data) 163
tax payments, GFE 124
Tax Return Request-Copy of Return (4506-T) 162
technical support xiii
template directory (PNTTEMPL), change location
9, 478
templates
building conditions
381
closing cost scenario 355
column total, average, or quantity (count),
specifying in reports
382
condition builder 389
condition definitions 381
condition types 37
content, specifying 379
creating 379
creating and editing data export 363
creating new borrower file from 69
creating new prospect files from 68
criteria, specifying 379
data import 359
description 353
dropdown list fields, specifying 381
editing import 360
enabling filters 382
grouping 383
identifying field IDs 481
loan program 354
loan program templates 379
master file 357
prospect master files 357
report 365
report functions
creating data filters in Point Report
Viewer
389
editing a link to a mail merge document
388
formatting 388
linking to a mail merge document 387
manipulating output 388
sorting Point Report Viewer reports 390
specifying output options 383, 384, 385, 386
unlinking a mail merge document 388
reports list 365
setting up data export from the sample 361
sort by
ascending
383
dropdown lists 383
page break 383
sort options 383
sorting 383
terminology, formatting conventions xii
third party vendors, proxy server 48
title charges 124
title charges, GFE 124
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