44 Calyx Software
Utilities configuration
6 Click OK.
Creating dropdown lists
The Dropdown Lists options are used to create default dropdown lists that you can select
from when completing the loan application. Create custom dropdown lists to save time
when you work with frequently-used information. You can enter your branch locations,
employee names, and vendors that you work with regularly. You can also create dropdown
lists that contain tax and insurance rate options.
For example, the Representative list would contain a list of the loan representatives within
your organization; the Taxes list would contain a list of rate options to use to calculate the
property taxes.
You can create the following types of lists:
• Representative names
• Processor names
• Underwriter names
• Document preparer names
• Closer/Funder names
• Shipping companies
• Adjustment type
• Manner in which the property is held
• Employee titles
• Branch office names
• Regional office names
• Division office names
• Team names or departments
• Special document types processed
• Property, city, and state tax rates
• Hazard insurance types
• Mortgage insurance fees
• User-defined fees
• Cardex categories
Related information
For more information about the Acknowledgement and Agreement
section, refer to the Uniform Residential Loan Application on the Fannie
Mae web site.
Note
The Adjustment Type and Manner dropdown lists contain default values
that are shipped with Point. You can add, edit, and remove options from
these lists as needed.
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