Four reasons to make sure to upgrade to Point/PDS 6.1.
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Point 6.1 introduces workflow management through the use of the new loan checklist. Streamline all phases of loan origination by setting up master templates for each type of loan that your company promotes and processes. |
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In today’s market it’s essential that you remain in compliance — Point 6.1 delivers with updates to the GFE, California MLDS, Initial ARM Disclosure Statements and TIL functionality. |
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Calyx Network updates offer initial disclosures, closing documents and hazard insurance to be ordered quickly and efficiently with just a few mouse clicks. |
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PDS 6.1 offers automatic file synchronization — now when loan files are started offline, the file is automatically transferred to the PDS database the next time the loan officer connects to the Internet.
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Please click on the link below to read more about what’s new.
What’s New In Point | |
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Now Calyx Software and Safeco Insurance make hazard insurance easy for your clients — and for you.
Now you can send your client a hazard insurance quote in seconds
Calyx Software and Safeco® Insurance have joined forces to make Point better than ever. Now, you can generate a hazard insurance quote for your client using the Safeco Insurance Home Quote tool embedded in the Services tab of Point 6.1. There are no additional forms or questionnaires to fill out, and best of all, it takes less than 20 seconds. Whether you're in the Services menu or the Interfaces menu, you can easily provide your client with the quote they need, getting them one step closer to obtaining Evidence of Insurance, and a successful closing.
What can you do with the new hazard insurance tool:
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Assist your client: Proactively provide your client with a hazard insurance quote and make it easy for them to purchase coverage online or over the phone at any time. |
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Save time: Your client’s information is automatically entered into the quote form, so there’s no lengthy questionnaire you have to fill out. |
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Easy to use: Since there’s no login required, generating a hazard quote is easier than pulling a credit report. |
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Meet your closing date: Help your client obtain Evidence of Insurance earlier, so it doesn’t delay your closing date.
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You can access Safeco’s Home Quote tool in the Point program by clicking on Services > Hazard Insurance > Request Insurance Quote and selecting Safeco Insurance from the dropdown menu.
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For more information, please visit the Safeco Insurance website by clicking on the link below or call (800) 4 - SAFECO. |
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| Visit Safeco Insurance Website |
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DocuTech arms Point 6.1 users with simple access to closing documents.
Calyx Software is proud to announce that the release of Point 6.1 this month includes DocuTech’s innovative integration that now allows Point users to print closing documents with just a few mouse clicks. Point users will not have to worry about installing or accessing additional software because all the work is done right inside Point.
As a leader in mortgage document compliance, DocuTech ensures that lenders and originators stay abreast of the ever-changing regulations. As a note, when you use Calyx Point and DocuTech, you will be able to automatically generate the new California disclosure, RE-885. No other document provider can do this for you automatically!
If you are interested in learning about the proposed changes surrounding HUD, the Truth in Lending Act, and RESPA, please see http://www.docutechcorp.com/compliance.htm.
You can access DocuTech in Point 6.1 by clicking on Services > Closing Documents > Request Documents and selecting DocuTech from the dropdown menu.
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For more information, please visit the DocuTech website by clicking on the link below or by calling (800) 497-3584. |
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| Visit DocuTech Website |
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FREE Greg Frost Marketing Templates!
Two Industry Leaders Unite
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Calyx Software has teamed up with Greg Frost in order to help you maintain and grow your business! For a limited time you can download for FREE proven templates created and used by Greg Frost, Mortgage Lending’s first Billion Dollar Originator. |
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In today’s tough market it is important to utilize tactics that will maintain and grow your business. These marketing templates will allow you to easily keep in touch with your customers while increasing your loan volume. Each template will have a corresponding report to ensure you pull the right names from your data base as well as an install executable that allows files to be automatically uploaded into Point. It’s that easy!
Templates provided:
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ARM conversion letter to Borrower |
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ARM conversion letter to Real Estate Agent |
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Happy Birthday to Borrower |
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Happy Birthday to co-Borrower |
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Referral Letter |
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Reverse Mortgage Borrower |
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Tax Preparation HUD1 to Listing Agent |
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Tax Preparation HUD1 to Selling Agent |
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After Closing HUD1 to Borrower |
Don’t have Point 6.0 or above? Now’s the perfect time to upgrade — Receive $100 off for every 10 seats you renew through May 30th!
Call (800) 362-2599 to renew today.
Current subscribers should visit www.calyxsupport.com to access the free download package. | |
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Calyx Survey
Please lend us your ideas for shaping the future of Calyx products by participating in our survey. take the survey | |
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Calyx Network Update May 2008
Sometime on or after May 5th, when you open Point (version 5.2 or higher) and are connected to the Internet, Point will automatically receive and install the May
I-Update. The update only applies to the company listings in the Lenders, Services, and Interfaces menus. After the update is installed, the new listing for First Integrity Title Agency LLC will be visible in the Services > Title Reports menu the next time you open Point.
VIEW Calyx Connections | |
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