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CALYX POINT 7 USER MANUAL Pdf Download. Calyx Software makes no representations or warranties with respect to this information and will not guarantee the accuracy and completeness of any information. Users of this information do so with the understanding that Calyx Software is not engaged in the practice of law and does not render legal, accounting, or other professional services. Contents Preface ..... Document conventions. Rebuilding lists .......

Calyx Software.. Swapping and deleting prospects, borrowers, and co- borrowers ... Print and e- mail options ...... Configuring print options. FHA Refinance MCAW screen .....

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Calyx Software.. VA loans........ VA Loan Analysis (2. Viewing results ...... Calyx Software.. Viewing the Loan Prospector Feedback Certificate .... Updating Point files from Freddie Mac . Prequalifying by prospect ...... Calyx Software.. Chapter 1.

Tasks .... 4. 23 Creating tasks ....... Processing task reminders . Index ..... 4. 95 Calyx Software.. Preface This information contains an overview of Point and its functions, as well as instructions for installing, customizing, and using Point.

If you are new to Point, this information will get you started and help you as you become more comfortable with the application. If you are an experienced Point user, it can serve as a reference guide for information about more advanced functions. Access Knowledge Base articles by: Selecting Help > Support Online > Knowledge Base . Calyx Software.. Product Information General product information and links to product support pages and the user guide are available at www. Training Attend classes taught by certified Calyx trainers.

For more information, select Help > Support Online > . Calyx Software.. Installation Point can be configured to run on a single computer or a network configuration of more than ten workstations. Your office configuration determines which Point installation process to use. Point offers the following three types of installations for different Point configurations: Typical or upgrade A typical installation is used with a standard configuration for a standalone computer. Modem/Internet connectivity: required to access Internet- enabled services Important Multi- functional printers are known to be problematic with the Point application.

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Calyx provides limited support for these types of printers; however, the end- user is ultimately responsible. Software requirements The following software is required to use Point.. Important Network information Point is compatible with Microsoft peer- to- peer and client- server networks. Calyx does not support the operation of Point or any data hosted on a storage device and RAID Arrays, or the operation of Point on the following networks: . Customer Information dialog box is displayed. Enter your name, company name, and account ID, and click Next.

Important Your account information is e- mailed to the primary account holder. Calyx Software.. Typical installation If a previous version of Point is detected, the Point Found dialog box is displayed which indicates that a previous version of Point is installed on the computer. Attention If you are upgrading from an earlier Point version, your previous settings are saved during the upgrade. To complete a custom installation: is installed on the computer. Click Install Point on this Computer.

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The Install. Shield Wizard configures the Point installer and checks for any missing prerequisites. Calyx Software.. Advanced installation If any of the required prerequisites are missing, the Setup Prerequisites dialog box is displayed. Setup Prerequisites dialog box contains a list of missing prerequisites. Click Install to install or remove the items on the list.

When the Welcome screen is displayed, click Next to continue the installation. Point is installed on the computer. Attention If you are upgrading from an earlier Point version, your previous settings are saved during the upgrade. If a previous version of Point is not detected, the Setup Type dialog box is displayed. Calyx Software.. Advanced installation Custom Select to customize your setup, and click Next.

Change Application Directory dialog box is displayed. In new installations the default directory is C: \WINPOINT. In an upgrade, the default directory is the directory that was used in the previous installation. To specify a network drive that is mapped to your computer, go to Network Locations Folder .. Next to proceed. If you do not accept the terms of the agreement, the Next button is not enabled and you are unable to proceed with the installation process.

Customer Information dialog box is displayed. Calyx Software.. Advanced installation Enter your name, company name, and account ID, and click Next. Important Your account information is e- mailed to the primary account holder.

Destination Folder dialog box is displayed. In new installations, the default destination directory is C: \NETSETUP. In an upgrade, the default directory is the directory that was used in the previous installation.

Installation To set up the network configuration server: From the Windows Start menu, select Start > All Programs > Calyx Software > Point Network Configuration Server. Point Network Configuration Server dialog box is displayed. Complete the Company Settings section. Complete the fields. Advanced installation Install Point To install Point Administrator during the client installation, select the Administrator check box. If your network uses the Point Data Server, complete the Point Data Server section.

Enable Point Data Service Select the check box to enable the server. Enter the Point Data Server URL. If any updates are detected, the client machine is automatically updated. To update the network configuration server settings: From the Windows Start menu on the server, select Start > All Programs > Calyx Software > Point Network Configuration Server. Point Network Configuration Server dialog box is displayed.

User interface The basic Point user interface is comprised of three panels that contain a combination of tabs, menus, a toolbar, and buttons. Point offers multiple options for performing most operations. These options include: . To expand the workspace, collapse the navigation panel by clicking the X button next to the title. Calyx Software.. Navigation panel The tabs display to the left of the expanded workspace, as shown in the following figure. To restore the navigation panel, click any tab.

Loans tab Use the loans tab to access prospect and borrower loan files. The following search options are available for locating loan files: Data Folder Use the Data Folder dropdown list to select where to perform the search. These buttons are visible only after a second mortgage is linked to the first mortgage file. Related information . Calyx Software.. Navigation panel Information bar The information bar is divided into two sections; Current Status Loan Checklist Minimize the information bar by clicking the X button at the top of the bar. The information bar is visible from any screen in an open loan file.

Current Status Current Status section includes important loan data such as.. Specify the data folder to be searched (Current or All Folders).

Search Finds and lists tasks by the criteria selected. Advanced Search Launches the Advanced Task Search dialog box.

Related information See Chapter 1. Tasks, for more information about tasks. Calyx Software.. Navigation panel Reports & Marketing tab The reports and marketing functions are accessible from the Reports & Marketing tab. Use reports to manage day- to- day business events and clients. Use marketing documents to help you market loans effectively by creating custom letters, e- mails, and mailing labels. You can also create queries and customize letters and e- mails with HTML using Microsoft Word. Data Import Builds templates that import data from text files.

Data Export Sends Point data to other applications. Related information For more information about working with templates see Chapter 1.