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.
Point Release Videos
Point and PointCentral 9.5 Recorded Overview
Be sure to view the Point and PointCentral 9.5 Overview Webinars. The webinar is full of pertinent information covering updates in Point and PointCentral including:
Accessing Calyx Pricer from the Loan Program button
Exclude Deed and Mortgage Recording Fees
Pricing Exception Granted
Identifying lender-paid fees on the Closing Disclosure
Calyx Resolver Wildcard Certificate Update
2017 and 2018 HMDA Reporting Updates
Fees Paid by Lender on Closing Disclosure
Checkbox for Recording Fees Section E of the Closing Disclosure
Enable Calyx Pricer in Point Central Admin
Point Unable to Connect to CoreLogic CREDCO
Home Mortgage Disclosure Act (HMDA) Reporting Screens
Point 9.4, Service Pack 1 Overview
To prepare you for using Point 9.4 SP1 please view this highly informative webinar which includes:
Loan Application and Fees Worksheet—synchronized housing expenses
Fees Worksheet—added a third user-defined fee line
Homeowner’s Association Dues—added a dedicated fee line to the Fees Worksheet
Initial Escrow Account Setup and Escrow Account Disclosure—updated for HOA and user-defined fees
Agent List—added one-time broker and lender copy from company defaults
Entering Broker and Lender License Numbers
VA Funding Fee-Preventing Changes to the LE
Closing Disclosure Adjustments and Payoffs and Payments
How to Enter a Cash Deposit
How to Enter Lender Paid Compensation to Broker
Point 9.4 Overview
What’s New in Point 9.4 - overview of updates and enhancements to Point including:
The new HUD form 92900-A, FHA/VA Addendum to the URLA
Electronic signature capability, through INK-it, for custom documents
Enhancements to the Loan Estimate and Closing Disclosure screens
Fees Worksheet and Closing Cost Worksheet enhancements to mirror the LE and CD sections
Fannie Mae form 1084 Cash Flow Analysis updates
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.
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.
Pre-qualifying your prospects
Overview of the Loan Application (including Good Faith Estimate and Truth-In-Lending disclosures)
Saving time with Cardex
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.
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
Completing the Loan Estimate
Lean how to generate a Loan Estimate and deliver it to your borrower.
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
Completing the Closing Disclosure
Learn how to generate a Closing Disclosure and deliver it to your borrower.
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
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.
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.
Loan Application screens
Underwriting Transmittal screens
Underwriting Banker screen
Banker Conditions screen
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.
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.
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.
Introduction to PointCentral Administration
Audience: This class is meant for PointCentral Administrators. Learn the basics of PointCentral Administration.
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