CALYX training agenda

Introductions

• Enhancements & Limitations
• Online User’s Guide and Help
• Support

Product Set Up

• Cardex
• Company Defaults
• Servicing Disclosure
• Escrow
• Dropdown lists
• Mortgage Insurance tables
• Escrow and Title tables
• Shortcut Toolbar
• Auto File Naming

Templates Set Up

• Loan Programs
• Closing Cost Schemes
• Master Files - Prospect and Borrower (includes defaults to 1003 Application and TIL)

Software Navigation

• Prospect
• Borrower
• Save, Delete, Copy and Move
• Status
• Printing
• Form Groups
• Preview/Print
• Interfaces - FHLMC, FNMA, Financial Link, Credit Bureau

Marketing

• Rent vs. Own
• Loan Comparison
• Open House Flyer

Reports

Workshop

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