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CALYX training agenda

Day 1

Introductions

Loan Applications

  • Enhancements & Limitations
  • Prospect files
  • Borrower files
  • Saving files
    • Marketing
  • Rent vs. Own
  • Loan Comparison
  • Open House Flyer
    • Product Set Up
  • Cardex
  • Company Defaults
  • Servicing Disclosure
  • Escrow
  • Dropdown lists
  • Mortgage Insurance tables
  • Escrow and Title tables
  • Shortcut Toolbar
  • Auto File Naming
  • Loan Programs
  • Closing Cost Schemes
  • Master Files - Prospect and Borrower (includes defaults to 1003 Application and TIL)
  • Forms Groups

    • Day 2

    Continue Product Set Up

    Test Products

    Icons

  • How to use Help
  • Interfaces - FHLMC, FNMA, GulkPak/MortPug, Credit Bureau
  • Printers
  • Support
  • Reports
    • Workshop

    Request Information

     

    		  
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