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Free Recorded Classes

Whether you're a new user or already know the basics, Calyx® offers a training class that's right for you. No matter where you are, you can take advantage of this excellent online learning opportunity from the comfort of your own office. You will need to Download Windows Media Player to hear and view the classes.

Zip Webinars

 Let’s Set Up Zip Together

If 76% of your prospective borrowers starting your online application submit the app, would your business be stronger? Good news! You already have the technology for the highest submission rate in the industry at your fingertips, Zip. Let us help you get started with Zip in this upcoming webinar.
Together, we will:

  • Complete your set up (prepare the items you will need)
  • Walk through downloading  files from Zip
  • Demonstrate how to use:
    - INK-it for electronic signatures
    - NEW Document Request

Note: You will need your Zip login information to set up your Zip URL during the webinar. If you do not have your login information, please email Help@GetMyZip.com.

 Zip - Borrower Loan Interview

If you are looking for an innovative solution to transform your borrower experience and reduce time spent on filling out applications and chasing documents, join us for this webinar. We will demonstrate the functionalities of our newest FinTech solution, Zip. 

Zip is the most affordable, easy-to-use loan interview, conveniently accessible to borrowers via your personalized URL. 

You will learn how to: 

  • Showcase your brand via your personalized URL
  • Enable the Spanish language option for borrower questions
  • Promote your URL to borrowers
  • Receive borrower submissions and easily push through to Point
  • E-sign documents directly from Zip 
    … and more! 

Point and PointCentral Webinars

    TRID 2.0 – Updates and Point 10.0 Overview

Point 10.0 is now available! Updates made in this release elevate the borrower experience while giving you the tools to be compliant with new changes to the TILA-RESPA Integrated Disclosure (TRID) rule. Leverage the addition of automated asset verification to increase efficiencies and impress your borrowers. Provide the lending experience they crave, join us at this webinar to learn more.

The live overview will focus on: 

  • Updates made in Point/PointCentral in response to the mandated Consumer Financial Protection Bureau (CFPB) TRID 2.0 (will be mandatory October 1, 2018)
  • POC updates, Tolerance resets, Escrow MI updates, and more!
  • Verification of Assets (VOA) via Zip to Point/PointCentral
  • Updates made to INK-it login to remove WebCaster duplicate login credentials
  TRID 2.0 – What You Need to Know

TRID 2.0 is in effect. Are you ready? Because we understand compliance updates can be difficult, we hosted TRID 2.0: What You Need to Know to help you understand what changed from TRID 1.0 to 2.0. The webinar was presented by Vince Wilson (bio), Compliance Officer and In-House Counsel at IDS Inc. Learn how your Loan Estimate (LE) and Closing Disclosure (CD) will change with TRID 2.0, including updates in regards to:

  • Construction Lending
  • Simultaneous Subordinate Lending
  • Principal Reductions
  • Seller Paid Fees
  • Rounding, Truncating and more
  Expand Production with Non-Agency & Non-QM in Point

Despite the demand and growth of non-QM, many originators are missing this huge sales opportunity with underserved borrowers. 
Studies show there are:

  • 16+ million self-employed Americans (Bank Statement Loans),
  • 83 million Millennials (Non-Warrantable Condos),
  • 75 million Baby Boomers (Asset Depletion),
  • and 57 million Americans earned more in 2017 than 2016 (1 Year Alt Doc).

And these are just a few segments that have gone underserved but represent a significant opportunity for brokers to access lenders, such as Deephaven, to diversify and change the course of their 2018 production and beyond. Calyx is excited to host our first non-QM webinar with Deephaven. Learn how you can confidently originate non-QMs with a free tool and access to Deephaven in Point.

Learn how you can say "yes" to more borrowers and discover:

  • Current lending trends as they pertain to the non-agency market
  • Misconceptions about non-QM lending
  • Opportunities and loan programs offered through Deephaven
How to start capitalizing on the growth of non-agency opportunities in seconds
  Loan Product Advisor® - Find answers and advice for Freddie Mac's enhanced underwriting tool

The current way you access Freddie Mac Loan Product Advisor® will end on December 31st, 2018. Thankfully, System-to-System (S2S) access to LPA is now available! The seamless integration was designed to increase efficiency by reducing steps, providing more automated results and keeping your Freddie Mac data in sync with Point.

See resources below for more information:

  CRM + PointCentral = Maximum Productivity

Is a customer relationship management (CRM) system at the top of your wish list? Every efficient mortgage business needs a CRM to manage the company’s relationships and interactions with customers and prospects while eliminating many of the most time-consuming tasks. In this webinar, our integrated partners, focusIT and Insellerate, will explain the purpose and benefits of having a CRM and provide brief demos of their respective CRM solutions. If you’re interested in growing your business while saving hundreds of hours per year you won’t want to miss this session.
Learn about:

  • Lead management tools
  • Marketing and communication automation
  • Loan status alerts
  • Creation of custom pipelines
  • Intelligent task management

Help all your originators match the productivity of your top performer with CRM integrations with PointCentral.

  Creating and Using Dropdown Lists in Point

Entering dropdown lists in Point will increase your accuracy and processing speed. This article will teach you how to create dropdown lists for multiple data fields including Warehouse Lender, User Defined Fees, Branch, Region, Taxes, Originator, Closer/Funder and more.

  Get the Deal Closed: Appraisal Tips for Originators

Ever have an appraisal come in out of sync with client expectations? Don’t let it happen to you! Listen in as PCV Murcor shares key information on how to set your borrowers and partners up for success. 
Key areas covered:

  • Smart responses to common myths
  • Valuable guidance for your clients and referral partners
  • Preparing the property before the appraisal
  • Understanding the latest web of regulation
  Save Time with Cardex in Point and PointCentral

Are you the master of you time or do you let it master you? Do you leverage the best time-saving strategies? Cardex is the answer. 
Easily and consistently enter contact information into your loan files.
We will cover: 

  • Access Cardex 
  • Review filing, editing and additional actions 
  • Review Cardex icons 
  • Add categories within Cardex 
  Document Management – Getting Started

Would your business benefit from document storage and management capabilities in Point? In this webinar, we will address the basics of document storage, including how to:

  • Drag and drop directly to document management 
  • Print directly to document management 
  • Compare multiple documents 
  • Email from document management
  Document Management - Greater Efficiency and Organization

You understand the basics of document storage within Point, now what? In this webinar, we will take document storage to the next level by exploring tagging capabilities and methods to increase efficiency. You will learn how to:

  • Customize document categories and types 
  • Turn on/off automatic document storage 
  • View multiple documents while clearing conditions 
  • Utilize stacking orders, active and inactive document flagging
  Setting up Company Defaults in Point and PointCentral

Is it First State Bank or 1st State Bank? Ensure basic company information is always correct. 

In this session we will show you how to:

  • Add company information 
  • Create default settings 
  • Set state and federal disclosures information
  Setting Up and Accessing Key Vendors

Reduce delays by ensuring your staff chooses the correct vendors. Learn to edit your vendor choices in Point.

  Use Doc Request for Free!
Be mobile and millennial-friendly! Your borrowers can now upload loan documents directly from their mobile devices! Learn more about this amazing mobile and millennial-friendly feature tomorrow.
We will cover: 

• Using Document Request for the originator 
• The borrower experience 
• Importing documents into Point 
• Zip Overview 

  Point 9.9 Live Overview
Shorten your origination time and better serve your borrowers with our newest version of Point, 9.9!
In this instructional webinar, we will showcase the updates and enhancements that make Point more Streamlined. Efficient. Convenient.
The webinar will cover:
  • Freddie Mac S2S Interface
  • Webcaster/Zip Preference Feature
  • Work Number Re-Verify Option
  • New Payoff Field
  Setting up Data Folders and Access Rights in PointCentral
Do you need to separate loan files into different folders? Would you like to determine who has access to each folder? Let us show you how.
Don’t miss the next webinar, Creating Template Sets in Point and PointCentral, for even greater organizational structure. We will: 
  • Explain workflow folder structure and the purpose of having multiple folders
  • Review folder settings, auto file naming, company defaults, and dropdown lists
  • Clarify selecting user groups
  • Cover Loan View, Operations, Utilities, and Screen Security
  • Template Set Access Rights
  • Cardex Access Rights
  Setting Users and User Groups in PointCentral

A good foundation is essential for structural integrity. User groups are essential for consistent administration for each user of your software.
Let us show you how to: 

  • Add a user to Point/Point Central 
  • Create a group 
  • Assign a user to group
  The Hot Season is Upon Us

This summer, homebuyers are projected to face the most competitive market in recorded history! These potential borrowers are not only shopping for homes, they are also shopping for a loan officer. If you want to stand out from the crowd with real estate professionals and eager homebuyers, this webinar is for you! In this 30-minute webinar we’ll arm you with market and industry trends while updating you on valuable borrower programs such as:

  • Current economic and demographic trends and how they will impact our industry
  • Fannie Mae’s HomeReady® & Freddie Mac’s Home Possible® program
  • Renovation and energy programs that can help your borrowers in a tight supply market
  • MGIC tools, including a ready-made presentation for you to use with real estate professionals
  Using the Task Manager

How do you manage your team so everyone knows when they’re up to bat? Simply leverage your Task Management.
Create and assign tasks, send reminders, and get more done. You will learn:

  • Purpose of tasks
  • Create new tasks
  • Assign tasks
  • Send task reminders
  • Open files from task
  MyCalyx Administration for Point and PointCentral

Calling all MyCalyx Administrators: Learn the ins and outs of Point and PointCentral software deployment to enhance your expertise and increase speed of execution. Be sure to check out the next:

  • Point Installation Management
    • Summary and status legend
    • Add a User
    • Apply user role
    • Deploy the latest version of the software
    • Remove user
    • Resend deployment email
    • Apply installation settings/groups
  • Installation Settings for PointCentral
    • PointCentral settings
    • Delete Installation Group
    • Cancel all settings

LE and CD Execution Series

  LE & CD Execution Series W1: Fees Worksheet
  • Navigate the Fees Worksheet
  • Loan Information section
  • Fee entry
  • Summary
  LE & CD Execution Series W2: Prepping the LE
  • Loan Estimate data population  
  • Payoff Adjustments tab
  • Change of Circumstances
  • Loan Estimate viewing options
  LE & CD Execution Series W3: Closing Cost Worksheet
  • Introduction to the Closing Cost worksheet
  • Loan information and defaulting “Paid To” company name
  • Entering and updating closing cost fees
  • Closing cost summary
  LE & CD Execution Series W4: Prepping the Closing Disclosure
  • Page 1: Introduction to the Closing Disclosure
  • Page 2: Reviewing loan cost
  • Page 3: Comparing Cash to Close
  • Page 4: Loan disclosure details
  • Page 5: Loan calculation summary
  • Closing Disclosure –Payoff and Payments

Point Release Videos

 Point Version 9.9 Training Videos

Point 9.9 has exciting new features. View the Point 9.9 training videos to learn about:

 Point Version 9.7 Overview

The Point 9.7 Overview Webinar is full of pertinent information covering updates in Point, focused on HMDA and includes:

  • Default Input  for LEI
  • Navigating the HMDA 2018 screen
  • Updates to Geocoding
  • Using the ULI and LEI in Point
  • Considerations for Business Rules
  • Addition of  “Include in UCD” box to Automated Underwriting section
  • Printing Written List of Service Providers without Fees
 
 Point Version 9.6 Overview

The Point 9.6 Overview Webinar is full of pertinent information covering updates in Point including:

  • Uniform Closing Dataset (UCD) export
  • HMDA requirements for collecting data
  • Updates to the Fees Worksheet, Closing Costs Worksheet, and Closing Cost Scenario template
  • Loan Estimate updates
  • Closing Disclosure updates
  • Truth-in-Lending updates
  • Document Management updates
  • Other fixes and enhancements

 

Point Webinars

 Getting Started

Learn the tips and tools for effectively setting up Point®. Designed for the Point beginner or for the Point Administrator who wants to learn to use the software. This class includes an introduction to the many features available in Point, as well as a lesson for configuring basic company defaults and dropdown menus.

Topics Covered
  • Navigate Point from the navigation panel to the workspace, menus, toolbar, information bar, and more
  • Learn to set up your company defaults from the Utilities menu
  • Learn to access key vendors through the Services and Interfaces menus
  • Create entries in your Cardex Database
  • Introduction to document storage
 Originating Loans in Point

Originating loans in Point has never been easier. If you’re an originator, you are not alone in today’s multi-tasking world. Using Point will help you become more efficient than ever. You will be able to keep everyone who "touches" your loan informed and up-to-date with time savers you learn in this class.

Topics Covered
  • Pre-qualifying your prospects
  • Overview of the Loan Application (including Good Faith Estimate and Truth-In-Lending disclosures)
  • Saving time with Cardex
  • Pulling credit
  • Submitting to Fannie Mae and Freddie Mac
  • Printing, emailing and electronic signature
  • Using the Task Manager to keep track of to-do's
  • Keeping track of your loan status
 Working with Borrower Master Templates

This class teaches you how to create Borrower Master Templates to help you become more efficient by streamlining data entry in your loan files.
Lean how easy it is to default information into every new file that is created.

Topics Covered

  • Creating Borrower Master Templates for use with Conventional, FHA, VA and other loans.
  • Loan Checklists for efficient tracking of documents needed to see the loan through closing
  • Utilizing the Track Status screen effectively
  • How to import a template into a loan file not started from a Borrower Master Template
  • Timesaving shortcuts
 Completing the Loan Estimate

Lean how to generate a Loan Estimate and deliver it to your borrower.

Topics Covered

  • Navigating the Loan Estimate screens and completing the Loan Estimate
  • How fees are populated from the Fees Worksheet
  • Completing the Written List of Service Providers
  • Delivering the Loan Estimate and Written List of Service Providers by printing, emailing and electronic signature
  • Completing the Change of Circumstance disclosure
  • Timesaving shortcuts
 
 Completing the Closing Disclosure

Learn how to generate a Closing Disclosure and deliver it to your borrower.

Topics Covered

  • Navigating and completing the Closing Costs Worksheet
  • How fees populate the Closing Disclosure
  • Understanding the Closing Disclosure screens and completing the Closing Disclosure
  • Delivering the Closing Disclosure by printing, emailing and electronic signature
  • Timesaving shortcuts
 
 Loan Estimate and Closing Disclosure: Helpful Tips for Success

Learn tips and tools to create a smooth process for generating the Loan Estimate and Closing Disclosure.

Topics Covered
  • Implementing templates to minimize data entry and reduce errors
  • Using business rules to ensure fields required for TRID forms are completed
  • Saving time with Cardex
  • Tips and techniques to ensure accuracy
 
 Underwriting Loans in Point

Underwriting in Point offers a broad overview of the basic forms in Point as well as a more in-depth exploration of the Banker screens and recommended reports for Underwriters.

Topics Covered
  • Loan Application screens
  • Underwriting Transmittal screens
  • Underwriting Banker screen
  • Banker Conditions screen
  • HMDA Reporting
 Creating and Generating Reports

Learn more about designing and viewing reports. Manage your department, your pipeline and your business more efficiently with the robust reports you can build in Point. After the report is built, you can view it in different formats for easy analysis and quick reaction.

Topics Covered
  • Designing reports to manage your business
  • Using the Condition Builder to select and set advanced parameters
  • Generating the report
  • Viewing your report in Microsoft Excel® and Point Report Viewer
  • Customizing output options to clarify the results
 Creating Custom Forms

This class teaches you how to create custom forms that pull data from your loan files.
Learn how to build investor-specific or internal documents and add them to your print groups.

Topics Covered
  • Creating a custom document
  • Customizing documents with your company logo
  • Locating field IDs for insertion into your custom forms
  • Importing Microsoft Word® documents into Point
 Construction-to-Permanent Loan in Point

Learn how to enter data for processing Construction-to-Permanent loans in Point.

This live webinar will show you:

  • How to enter data for automated underwriting
  • Generating the Loan Estimate
  • Generating the Closing Disclosure
Scenarios will include transactions with a land purchase, a payoff of an existing lien and land or property used as equity.
  Using the Task Manager

How do you manage your team so everyone knows when they’re up to bat? Simply leverage your Task Management. Create and assign tasks, send reminders, and get more done. You will learn:

  • Purpose of tasks
  • Create new tasks
  • Assign tasks
  • Send task reminders
  • Open files from task

PointCentral Webinars

 Introduction to PointCentral Administration

Audience: This class is meant for PointCentral Administrators.
Learn the basics of PointCentral Administration.

Topics Covered
  • Overview of capabilities through PointCentral
  • Setting up Users, Groups and Access Rights
  • Setting up Data Folders
  • How Business Rules can help reduce errors and ensure completion of required fields

INK-it Webinars

 For Current INK-it Customers: E-Sign Custom Documents

You asked and we answered. Now You can E-Sign Custom Documents in Point using INK-it.
Be sure to attend this informative webinar, which focuses on electronic signatures for custom documents and also includes the following features:

  • Adding INK-it signature blocks to Custom Forms
  • Loan Originator Submission to the Client
  • Client Authentication, Execution and Submission
  • Loan Originator and Client Completion – Notification and Download
  • Audit Documentation
  • Document Storage with Electronic Signature

Learn More to Close Loans Faster! Knowledge Base Videos.

KB 1003 - Updating Point
KB 1007 - Editing users in MyCalyx
KB 1100 - Printing the Loan Application Addendum
KB 1131 - Locating Field IDs
KB 1132 - Automatically populating the LEI number on the HMDA Reporting (2018) screen
KB 1501 - Creating a master file template (Borrower Master)
KB 1502 - Creating a Loan Program Template
KB 2102 - Completing the Loan Estimate
KB 2350 - Finalizing HMDA data and locking the screen
KB 5502 - Specifying which AUS report to use in the UCD expor
KB 6303 - Printer Not Activated Error

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