518 Calyx Software
update status 19
updating loan status, WebCaster 351
updating Point files from Freddie Mac 350
updating products 308
updating the client workstation 14
updating the network configuration server 14
updating title report request 319
up-front funding fees, calculating 170
up-front mortgage insurance and funding fees
174
upgrading Point
custom installation
8
typical installation 5
user authentication certificate 303
user IDs
creating
474
Loan Prospector 347
users
deleting
478
modifying 477
utilities
auto file naming
63
auto MIN generation 64
auto save 64
company defaults 35
California Fair Lending address, specifying
41
company information 35
conditions 37
denial address, specifying 41
docs due in 43
ECOA address, specifying 40
escrow account setup 39
FHA Consumer Choice Disclosure, setting
up
418
HMDA registration 41
marketing letterhead 406
processing center 35
servicing disclosure information 41
setting number days in a year 36
configuring 35
custom screen settings 59
display field IDs 65
display ratios 166, 223, 245, 355, 421
dropdown lists 44
enable/disable interface vendors 297
enable/disable lenders 297
enable/disable services 297
enabling field pop-up help 65
escrow tables
purchase
45
refinance 45
Fannie Mae connectivity 338
Freddie Mac LP setup 344
loading field IDs 66
Point for DOS directory, specifying default 61
screen colors 61
Search/Display Settings 57
auto display options 58
extended search options 59
search loan settings 58
shortcut toolbar 60
title tables
lender’s policy purchase
45
lender’s policy refinance 45
Web Browser 62
WebCaster preferences 49
ZIP code options 65
V
VA loan forms, completing
VA Certificate of Eligibility (26-1880)
194
VA Certificate of Loan Disbursement (26-
1820)
195
VA Loan Analysis (26-6393) 192
VA Loan Comparison 194
VA Loan Summary Sheet (26-0286) 194
VA Request for Certificate of Reasonable
Value (26-1805/26-1843)
195
VA Verification of Benefit-Related
Indebtedness (26-8937)
194
vendors
disabling
297
enabling 297
specifying for documents 308
vendor-specific data, providing 313
verification forms 197
verification screen buttons, described 34
verification services
employment
329
income 329
title reports 319
verification tracking screens, populating 227
verifications
employment
330
importing data from loan application 198
income 330
salary key 330
submitting 199
tracking
benefits
227
deposit 227
employment 227
loan 227
mortgage/rent 227
tracking forms 227
verifying
benefits
197
deposit 197
employment 197
loan information 197
mortgage 197
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