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.

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