Free Live Webinars

We offer free live webinars throughout the year covering topics that are most important to the success of your business.
No matter where you are, you can take advantage of this excellent on-line learning opportunity from the comfort of your own office.

Bookmark this page and check back often to take advantage of these free education opportunities.

Calyx Professional Services Training Opportunities

Invest just 30 minutes to advance your business today. Each opportunity below is designed for maximum impact: 20 minutes of training; 10 minutes of QA. Reference materials are provided after the webinar. If you only have 20 minutes a week for training, spend it here.

  Point 9.9 Live Overview
Wed, July 11, 2018 11:00 AM -12:00 PM CDT
Thursday, July 12, 2018 1:00 PM – 2:00 PM

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
  • Manual Tolerance Calculation Option for Resets
  • New Payoff Field

Recent Webinars

  HMDA Updates and Point 9.7 Overview
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 live 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
  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. Join us for information about:
  • 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

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