TRAINING

Whether you’re a new user or you already know the basics, Calyx offers a training class that’s right for you.



Register for the video class.

3500 Maple Ave, Suite 500
Dallas, TX 75219

P: 800-362-2599 (toll free)
F: 214-252-5650
E:

Learn about Point online.

As a supplement to its comprehensive classes, Calyx Training also offers Online seminars. These one- to two-hour seminars provide step-by-step instruction on a specific feature or function in Point. Each seminar is conducted by a Calyx Trainer using the WebEx Interactive Network. This format combines the benefits of live, interactive instruction with the convenience of learning from your desktop.

Online Classes

Getting Started in Point

Learn the tips and tools to using Point effectively

Designed for the Point beginner, or the experienced user who wants to expand their knowledge about how to put Point to work for you! Strongly recommended as a pre-requisite for all other Calyx training.

Topics Covered

  • Create new and find existing loan files
  • Navigate the application from the navigation panel to the workspace, menus, toolbar, and more
  • Learn and practice many tips and tricks to save you time and make your life easier

Upcoming Classes

Date Time Location Cost Availability
3/18/2010 1 pm CDT Online $150 per person; 1.5 hours Register Now
4/06/2010 10 am CDT Online $150 per person; 1.5 hours Register Now
4/22/2010 1 pm CDT Online $150 per person; 1.5 hours Register Now

Configuring Point

Learn to save time using optimal Point configuration!

Point is still the industry-leading “work horse” of loan origination, continuing to provide the most user-friendly LOS. This class will show you how to set up Point to maximize its enormous timesaving potential from beginning to end.

Topics Covered

  • Setting up data folders
  • Setting up users/permissions
  • Setting up your template directory
  • And much more!

Upcoming Classes

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

Originating and Processing Loans in Point

Originating/Processing loans was never easier than in Point!

If you're a processor or originator/processor, you are not alone in today's multi-tasking world. 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 the time savers you learn in this class.

Topics Covered

  • Pre-qualifying your prospect
  • Converting the file from Prospect to Borrower
  • Overview of the Loan Application (including GFE & TIL)
  • Saving time with Cardex
  • Submitting to Fannie Mae & Freddie Mac
  • Printing & Emailing
  • Using Task Manager to keep track of "to-do's"

Upcoming Classes

Date Time Location Cost Availability
4/06/2010 1 pm CDT Online $150 per person; 1.5 hours Register Now
4/20/2010 1 pm CDT Online $150 per person; 1.5 hours Register Now

Processing Loans in Point

Essential tips for processors to utilize in managing the loan file.

If you’re a processor, or originator/processor, you are not alone in today’s multi-tasking world. Processing in Point will help you to become more efficient than ever. You will be able to keep everyone who “touches” your loan informed and up-to-date with the time savers you learn in this class.

Topics Covered

  • Maximizing the potential of the Borrower Information screen
  • Using Task Manager to keep track of "to-do's"
  • Simplifying the Application Process including GFE & TIL
  • Submitting to Fannie Mae & Freddie Mac
  • Tracking your loan
  • Printing & Emailing

Upcoming Classes

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

GFE 2010

Even though not required until January, the new GFE can be a challenge. Our facilitator will walk you through the complete screens while you learn where and how the fields populate; you will also have the opportunity to ask questions of an experienced loan expert. In this class you will learn the purpose of Good Faith Estimate 2010 and how information flows between the current GFE and GFE 2010.

Topics Covered

  • How to "toggle" between the current GFE and GFE 2010 in Point
  • Using the Tradeoff Tables in GFE 2010 to explain different options to your borrowers
  • Completing the GFE Service Providers List

Upcoming Classes

Date Time Location Cost Availability
3/25/2010 10 am CDT Online $150 per person; 1.5 hours Register Now
4/22/2010 10 am CDT Online $150 per person; 1.5 hours Register Now

Building Templates

Learn how to create the templates your business needs!

Brokers and bankers alike will enjoy increased efficiencies and decreased repetitive data entry when you complete this class! In the class you’ll create templates that allow you to build accurate loan files quickly, while ensuring that critical common data elements are applied to every file.

Topics Covered

  • Loan Programs specific to your preferred lenders
  • Lender-specific closing cost scenarios
  • Master templates for both prospects and borrowers
  • And more!

Upcoming Classes

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

Marketing with Point

Learn how to use Point marketing tools to enhance your company's image.

Designed for loan originators and processors who want to get the most out of the marketing tools in Point, this class teaches you how to create customized flyers that promote loan programs and properties. You'll also learn how to put your Point customer database to work by generating mail labels and producing personalized documents using mail merge and Custom Forms.

Topics Covered

  • Creating loan comparison, open house, amortization, and rent vs. own flyers
  • Customizing flyers with photographs and your company logo
  • Using the debt consolidation screen
  • Using the prequalification screen
  • Importing Microsoft Word documents into Point as Custom Forms
  • Personalizing documents using mail merge and Custom Forms
  • Generating mail labels using your Point customer database

Upcoming Classes

Date Time Location Cost Availability
3/23/2010 10 am CDT Online $150 per person; 1.5 to 2 hours Register Now
4/27/2010 1 pm CDT Online $150 per person; 1.5 to 2 hours Register Now

Managing Reports in Point

Seeing the present situation helps you shape future success!

Manage your department and your business more efficiently with the robust reports you can build in Point. Once the report is built, it can be viewed in different formats for easy analysis and quick reaction.

Topics Covered

  • Finding and displaying Field IDs for easier report-building
  • Building Conditions
  • Generating the report
  • Displaying Report results - options

Upcoming Classes

Date Time Location Cost Availability
3/23/2010 1 pm CDT Online $150 per person; 1.5 hours Register Now
4/27/2010 10 am CDT Online $150 per person; 1.5 hours Register Now

PointCentral Admin - Basic

Basics on utilizing PointCentral Admin

For the Mortgage Professional with a new PointCentral installation – a brief but comprehensive overview of your new “electronic office manager.” Once your IT department has completed the installation, you’re ready to learn!

Topics Covered

  • Basic setup and configuration of users, groups, and data folders
  • Setting up screen-level security for individual users as well as user groups
  • Adding template sets and Cardex databases

Upcoming Classes

Date Time Location Cost Availability
4/15/2010 10 am CDT Online $150 per person; 1.5 hours Register Now

PointCentral Admin - Advanced

Part 2 of PointCentral Admin education

For the Mortgage Professional who has completed PointCentral Admin – Basic and is now ready to establish streamlined work flow, policies and procedures; set up & implement enhanced security; and optimize other system administrative functions.

Topics Covered

  • Develop and maintain an advanced data folder structure
  • Set up and maintain multiple template sets/Cardexes
  • Manage effective user access rights via targeted reports

Upcoming Classes

Date Time Location Cost Availability
4/15/2010 1 pm CDT Online $150 per person; 1.5 hours Register Now

PointCentral for the IT Professional

A must-have class for IT professionals

A four-hour overview of PointCentral from the IT perspective, this class covers not only installation and deployment, but also a myriad of tips and tricks from an experienced Point user who is also a Microsoft-certified IT consultant.

Topics Covered

  • Installation and deployment of the Point client
  • Server configuration and implementation for the new PointCentral server
  • Setting up data folders, groups, users, and template sets
  • A particular focus on migrating from legacy Point installations into PointCentral

Upcoming Classes

Date Time Location Cost Availability
4/16/2010 10 am - 2 pm CDT Online $395 per person; 4 hours Register Now