Calyx Training conducts classroom-style training in major hotels throughout the United States. All classes are taught by Calyx Trainers who are seasoned mortgage professionals. When you attend a class, you'll receive one to two days of in-depth instruction on Point software with an emphasis on topics that will have a measurable impact on your business.

According to the Wholesale Access Mortgage Broker Study 2004, 67.9 percent of mortgage brokers use Point—a figure greater than all other mortgage automation applications combined. In the Wholesale Access survey, customers said they prefer Point to other applications because it’s easy to use and reliable, and because Calyx Software provides excellent customer service.

Point Made Easy (Hands - On)

Offered only at Calyx Software Dallas computer lab, learn how to use Point in a hand's on learning environment.

This class was designed for the person who wants to expand their Calyx Point knowledge and retain more because they are learning everything Hand’s On. While covering the essential basic features of Point, each student is working in a small group of students, at their own computer workstation at Calyx Software Dallas. Learn how to enter a Loan Application (1003), Good Faith Estimate, and Truth-in-Lending forms accurately and efficiently—field by field. See how to customize Point for your preferred way of working in a file, all under the excellent supervision of a lead Calyx Trainer.

Topics Covered

Prospect Information Screen
Personal Information Screen
Effectively using Prospect and Borrower
Assessing the paperless full Credit Report
Good Faith Estimate
Home insurance quotes in 20 seconds
Application (1003) with liability and REO matching
Effective use of the Cardex utility
Truth-in-Lending
Printing pre-programmed application packages
Accessing Lenders automated systems without leaving Point
Emailing to Point User or Borrower
Customizing shortcut tool bar

Upcoming Classes

Sorry, there are currently no classes scheduled for this class.

Originating & Processing FHA Loans in Point (Hands - On)

Learn the EZ way to complete accurate FHA transactions in Calyx Point 7.0!

This specialized hand's on software class, perfect for Originators or Processors, will cover Prequal through preparation of the final Loan Underwriting and Transmittal Summary. Learn the new FHA LAWS: Class will review and discuss the new laws that went into affect on October 1, as well as those that will take affect January 1, 2009. Using live examples, each student will learn how to do three separate FHA transactions in a step by step format: the Purchase, Streamline Refinance, and Cash Out Refinance. Limited to up to 20 people, if you have beginning to midlevel FHA experience, and like learning in a small group setting, this is the class for you! For a hand’s on experience, each student will bring their own laptop to use in the class, unless you attend the Dallas, TX class where use of desktop computers are provided. Come join us for a day devoted to the correct way to complete an FHA transaction inside of Point.

Topics Covered

Reviewing FHA and its advantages compared with other loan programs
Preparing you to do FHA with basic terminology and program concepts
Streamlining your transactions through the effective use of Loan Program and Closing Cost Scenario Templates, and how to construct them for the FHA environment
Understanding the different types of transactions, including purchase, rate and term refinance, and the FHA cash-out refinance
Comprehending the mortgage basis calculations in Point and how the system can automatically produce accurate figures
Hands on examples for the different Templates, and the purchase, streamline refinance, and cash out refinance
Reviewing the new laws that went into affect October 1, 2008, as well as those that will take affect January 1, 2009.

Upcoming Classes

Sorry, there are currently no classes scheduled for this class.