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.



  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.

  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
  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
  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:

  Prequalify and Close More Loans
If you would like to prequalify difficult borrowers you may have turned away due to low FICO scores, bankruptcy, foreclosure or short sale, join us for this webinar.

Topics covered include:

  • Gain instant, free access to agency and non-agency options to help you determine the right product to fit your borrower, right from your Point file
  • Access products and pricing from lenders without signup, cost, or loan submission
  • Work with self-employed borrowers and use alternative forms of documentation
  • Expand your product offerings with interest-only options, investment properties, non-warrantable condos, and section 184 loans
  Gain Efficiency with The Work Number for Day 1 Certainty inside Point
The mortgage industry is focused on tighter lending standards, new regulations and creating compliant efficiencies to improve the borrower experience and loan quality. For lenders, this can mean changing processes to add protection for their organizations while remaining focused on providing excellent customer service to the borrower.

Learn more about how the Point integration with The Work Number® from Equifax® can enable Day 1 Certainty™ to help achieve your goals.

The webinar will cover:

  • What is Day 1 Certainty and how does it work?
  • Challenges and Benefits for Lenders and Consumers
  • Implementation Tips
  New HMDA Requirements & How to Execute in Point

Industry wide, HMDA preparations are in full swing. Donald Lampe, Partner at Morrison & Foerster LLP, and Calyx Professional Services Group will present the New HMDA Requirements & How to Execute in Point webinar.

Topics covered included:

  • Recent Updates
  • Fair Lending Implications
  • Universal Loan Identifier (ULI) and Legal Entity Identifier (LEI)
  • Execution in Point
  Uniform Closing Data in Point
Do you need more information on submitting Uniform Closing Dataset (UCD) to Fannie and Freddie?
Easily access our recorded webinar and resources containing information on the following:
  • Preparing a loan file for UCD
  • Exporting data to UCD
  • Resolving common error messages
  • Q & A with Fannie Mae
  Calyx + QuestSoft = Your Partners in HMDA Compliance

Recently, we held two webinars covering HMDA data entry and using QuestSoft for reporting.

Topics covered included:

  • The new HMDA data fields you will be required to collect and report
  • Recommendations for improving data integrity within your company
  • The types of loans that have to be reported
  • A timeline of the changes and how to prepare in advance
  • Products that will help you test, train and prepare
  Improve Borrower Experience with Freddie Mac Loans
If you would like to close loans with Freddie Mac 7-10 days faster while providing your borrowers considerable savings,
join us for a quick, 30-minute webinar (including Q&A).
  • What are Loan Product Advisor (LPA) and Automated Collateral Evaluation (ACE)?
  • Learn to quickly determine eligibility for ACE for short loan cycles and borrower savings
  • See how to access LPA in Point
  Expand Production with Non-Agency and 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




  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

  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! 
  Use Document 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. 

Topics covered:

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


  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

Point and PointCentral

Version Release
  Point Version 10.0 Service Pack 1

Service Pack 1 for Point 10.0 is now available!
Updates made in this release streamline the borrower experience, including automated asset verification in Point.

In this webinar, we discuss the updates made in 10.0 SP1, including:

  • Verification of Assets (VOA) via Zip™ to Point using Form Free’s Account Check VOA service 
  • Account Check is used for loan file decisioning and submission to Fannie Mae’s Desktop Underwriter (DU)
    and Freddie Mac’s Loan Product Advisor (LPA) 
  • Addition of the new Fannie Mae DU Underwriting Findings report
  • Resolution of several form display issues
  Point Version 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.

Topics covered:

  • 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
  Point Version 9.9 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.

Topics covered:

  • Freddie Mac S2S Interface
  • Webcaster/Zip Preference Feature
  • Work Number Re-Verify Option
  • New Payoff Field
  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 9.7 Overview and HMDA Updates
We are excited to announce Point Version 9.7 will be released in December. Updates made in this release reduce data entry points on the HMDA screen and refine data collection required for Uniform Closing Dataset (UCD) and Home Mortgage Disclosure Act (HMDA) export to be in concert with the MISMO 2.6 standard.

The overview webinars will include focus on HMDA and include:

  • 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
  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
  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 ManagementGreater 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
  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
  Setting Up and Accessing Key Vendors

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

  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.

  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.

Topics covered:

  • Access Cardex 
  • Review filing, editing and additional actions 
  • Review Cardex icons 
  • Add categories within Cardex 
  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 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
  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
  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
  Creating Loan Programs and Closing Cost Scenarios in Point and PointCentral

Add efficiency and reliability to your process with Loan Program and Closing Cost Scenario Templates!
In this webinar, we will show you how to create and apply the templates to:

  • Eliminate repetitive data entry
  • Minimize keying errors
  • Set default fees for multiple closing cost scenarios
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
  Quick Knowledge Base Video Tutorials
  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
  Setting up Company Defaults in Point and PointCentral

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

Topics covered:

  • Add company information 
  • Create default settings 
  • Set state and federal disclosures information
 Introduction to PointCentral Administration

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
  Quick Knowledge Base Video Tutorials
  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
  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.

Topics covered:

  • 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
  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.

Topics covered:

  • Purpose of tasks
  • Create new tasks
  • Assign tasks
  • Send task reminders
  • Open files from task
  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
  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
  Quick Knowledge Base Video Tutorials

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