You Don't Know Jack About Calyx Point #1: Initial setup of Calyx Point

Calyx Point Free Video Training. This video will walk you through properly setting up your Calyx Point installation.
Version 7.0 was used for this tutorial.

Populate Company Information
Populate Processing Center Information
Enter ECOA Address for automated disclosures
Enter CA Fair Lending Notice Addresses for automated disclosures
Enter Credit Denial Address for automated disclosures
Servicing Disclosure Statement Information for automated disclosures
Inserting Company Logo for Marketing Letterhead
Entering Loan Representative(s) into drop down list
Entering Processor(s) into drop down list
Entering additional Holding Title Manner into drop down List
Set up of Auto File Naming Prospect files
Set up of Auto File Naming Borrower files

Category:

Education

Tags:

• Setup drop downs
• company defaults
• auto file naming
• Company Information
• ECOA Address
• Credit Denial Address
• Company Logo