Get the most out of your Point software.
Whether you’re a new user or you already know the basics, Calyx offers a training class that’s right for you.
Calyx Training Center
3500 Maple Ave, Suite 500
Dallas, TX 75219
P: 800-362-2599 (toll free)
F: 214-252-5650
E:
Learn about Point online.
Calyx Training offers 90-minute online seminars that provide step-by-step instruction on a specific feature or function in Point. Each seminar is conducted by a Calyx Trainer using the GoToMeeting™ or GoToWebinar™. 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 | Registration |
|---|---|---|---|---|
| 9/2/2010 | 10 AM CDT | Online | $150 per person; 1.5 hours | Register Now |
| 9/16/2010 | 10AM CDT | Online | $150 per person; 1.5 hours | Register Now |
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 | Registration |
|---|---|---|---|---|
| 9/2/2010 | 1 PM CDT | Online | $150 per person; 1.5 hours | Register Now |
| 9/16/2010 | 1 PM CDT | Online | $150 per person; 1.5 hours | Register Now |
GFE 2010
The new GFE can be a challenge! Our facilitator will walk you through the recommended process while you learn where and how the fields populate; how information flows between the Initial Fees Worksheet and GFE 2010; where the various aggregate calculations come from; and how to enter your data to disclose accurately to your borrowers.
Topics Covered
- Proper completion of the GFE 2010
- Correct disclosure of Yield Spread Premium and other fees
- Completing the Service Providers List
- Using the Initial Fees Worksheet
- How the Initial Fees Worksheet and GFE 2010 work together to provide full disclosure
Upcoming Classes
| Date | Time | Location | Cost | Registration |
|---|---|---|---|---|
| 9/14/2010 | 10AM CDT | Online | $150 per person; 1.5 hours | Register Now |
Enhancing Compliance by Using 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 Program templates for a correct Initial Fees Worksheet
- Lender-specific Closing Cost scenario templates to ensure a proper TIL including:
- APR
- Lender Credit Disclosure
- Master templates including correct compliance verbiage for both prospects and borrowers
Upcoming Classes
| Date | Time | Location | Cost | Registration |
|---|---|---|---|---|
| 9/7/2010 | 10 AM CDT | Online | $150 per person; 1.5 hours | Register Now |
Managing Contacts for Marketing
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 | Registration |
|---|---|---|---|---|
| 9/23/2010 | 1 PM CDT | Online | $150 per person; 1.5 to 2 hours | Register Now |
Optimizing Your Pipeline Reports
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
- Designing custom reports to manage your business
- Using the Condition Builder to select and set advanced parameters
- Generating the report
- Viewing your report in Excel or Point Report Viewer
- Customizing output options to clarify the results
Upcoming Classes
| Date | Time | Location | Cost | Registration |
|---|---|---|---|---|
| 9/23/2010 | 10AM CDT | Online | $150 per person; 1.5 hours | Register Now |
Underwriting Loans in Point
Point for Underwriting
A must for Underwriters! Learn time-saving tips for reviewing loan information and documentation for decisioning within Point. You will also discover how easy it is to create Loan Approval, Denial and Suspense Forms; document HMDA information; and use Point tools to identify red flags.
Topics Covered
- Loan Application screens
- Underwriting Transmittal screens
- Underwriting Banker screen
- Conditions Banker screen
- HMDA Reporting
- Electronic Document Storage
- Audit Trail
Upcoming Classes
| Date | Time | Location | Cost | Registration |
|---|---|---|---|---|
| 9/7/2010 | 1PM 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 | Registration |
|---|---|---|---|---|
| 9/9/2010 | 10AM 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 | Registration |
|---|---|---|---|---|
| 9/9/2010 | 1PM 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 | Registration |
|---|---|---|---|---|
| 9/10/2010 | 10AM - 2PM CDT | Online | $395 per person; 4 hours | Register Now |