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Product User Guides / Point Demos and Updates
  • Product User Guides
  • Point Demos
  • Calyx Point Updates
  • Marketing Templates

Calyx Software offers a complete platform for managing all aspects of the loan process, including loan marketing, origination, and processing. Developed by mortgage professionals, Calyx Point®, Point Data Server®, and WebCaster® combine the latest technology with the functionality that mortgage brokers and direct lenders require. To learn more about a Point product, simply download the literature from the list below.

Calyx Point User Guides
Calyx Point 6.1
Calyx Point 6.1
Calyx Point 6.0
Calyx Point 6.0
Calyx Point 5.4
Calyx Point 5.4
Calyx Point 5.3
Cakyx Point 5.3
Banker Screens, Point 6.0
Banker Screens - Closing Documents
Banker Screens - Registration & Lock
Banker Screens - Warehouse Advanced & Repayment
Banker Screens - Underwriting
Banker Screens - Loan Shipment
Banker Screens - Secondary Marketing Reg & Lock
Banker Screens - Trail Documents
Banker Screens - Title & Escrow Conditions
Banker Screens - Investor Purchase Conditions
Banker Screens - Loan Funding
Banker Screens - Banker Status Tab
Fannie Mae and Freddie Mac
Fannie Mae Quicksteps
Freddie Mac Quicksteps
Point Data Server
Point Data Server 6.1 User Guide
Point Data Server Online Knowledge Base
WebCaster
WebCaster Online Knowledge Base

From comprehensive guides that are easy to use and reference to a knowledgeable voice at the other end of the phone, Calyx Software offers a number of ways for you to get help with Calyx Point, Point Data Server, and WebCaster. In addition to phone support, Calyx provides technical support via an online Knowledge Base. Questions can also be e-mailed at any time to support@calyxsoftware.com.

Point 6.0 Demo
Point 6.0 Guided Tour

Watch this demo for details on performing common tasks in Point 6.0 such as entering information into a loan file, sending Point forms via e-mail, printing Form Groups, and tracking your pipeline.


Click to activate
What's New in Point 6.0

This Demo explains many of the exciting features added to Point 6.0 such as the Banker screens, report functionality, and marketing tools.



Click to activate
Point 5.4 Demo
Point 5.4 Guided Tour

Watch this demo for details on performing common tasks in Point 5.4 such as entering information into a loan file, sending Point forms via e-mail, printing Form Groups, and tracking your pipeline.

Click to activate
What's New in Point 5.4

This Demo explains many of the exciting features added to Point 5.4 such as the Loan Status bar, streamlined piggyback loans, enhanced reporting capabilities, and expanded graphics for marketing forms.

Click to activate

New Installation Demo

This Demo is for new point installations only. It contains instructions for installing Point for the first time on a workstation or server where Point has not been installed before. If you are upgrading Point from an earlier version, click here for instructions on upgrading Point.

Click to activate

Calyx Software has released updates for Point versions 5.3, 5.4, and 6.0. The update resolves minor issues with the Point software.

Point version 5.3a Electronic Update (Released August 2006)
Point version 5.3 must be installed before you can apply the 5.3a update. This electronic update resolves the following issues in Point 5.3:
  • Debt Consolidation/Ratio Calculation
    Double-clicking a liability to be paid off from the Debt Consolidation Worksheet does not change ratios or transfer the total payoff amount to the Good Faith Estimate.

  • Form Groups printing out of order
    The form groups do not print in the correct order when you select Loan Application-ALL is at the top of the form group list.

  • HMDA Report Race Code
    The HMDA report generates a wrong code for the Borrower and Co-borrower race codes.

  • Amyuni PDF Driver
    Error Code -30. Printer not activated. A new registration code was added.

Network Administrators: Click here for instructions on how to apply this update to a network install with the Netsetup Admin install of Point.

Follow these instructions for downloading the update:

Internet Explorer Users:

  1. Close Point if it is open.
  2. Click here to start the download (file size 303 KB).
  3. Select Run this program from it's current location or Open, then click OK.
  4. When the download finishes, a Security Warning window may appear. Click Yes.

    When the download is complete, the update automatically begins.

  5. In the Introductory window, click Next.

    A window appears confirming the location of the Point directory.

  6. Click Next.
  7. Select Start to begin installation.
  8. Click Exit to finish.

Netscape Users:

  1. Close Point if it is open.
  2. Click here to start the download (file size 303 KB).
  3. Find the folder where you want to save the file, then click Save.
  4. Find the folder where you saved the file, and double-click on it.
  5. In the introductory window, click Next.

    A window appears confirming the location of the Point directory.

  6. Click Next.
  7. Select Start to begin the installation.
  8. Click Exit to finish.
Point version 5.4a Electronic Update (Released March 2007)

Point version 5.4 must be installed before you can apply the 5.4a update. This electronic update resolves the following issues in Point 5.4:

  • Printing the FHA DE Statement of Appraised Value (HUD-92800.5b)
    The Lender ID and Sponsor/Agent Number does not print

  • Selecting the Lenders menu causes Point to freeze or crash
    Point does not respond when selecting Lenders from the Menu bar.

Network Administrators: Click here for instructions on how to apply this update to a network install with the Netsetup Admin install of Point.

Follow these instructions for downloading the update:

Internet Explorer Users:

  1. Close Point if it is open.
  2. Click here to start the download (file size 301 KB).
  3. Select Run this program from its current location or Open, then click OK.
  4. When the download finishes, a Security Warning window may appear. Click Yes.

    When the download is complete, the update automatically begins.

  5. In the Introductory window, click Next.

    A window appears confirming the location of the Point directory.

  6. Click Next.
  7. Select Start to begin installation.
  8. Click Exit to finish.

Netscape Users:

  1. Close Point if it is open.
  2. Click here to start the download (file size 301 KB).
  3. Find the folder where you want to save the file, then click Save.
  4. Find the folder where you saved the file, and double-click on it.
  5. In the introductory window, click Next.

    A window appears confirming the location of the Point directory.

  6. Click Next.
  7. Select Start to begin the installation.
  8. Click Exit to finish.
Point version 6.0b Electronic Update (Released November 2007)

Point version 6.0 must be installed before you can apply the 6.0b update.

Revisions have been made to the Florida Statute 494, The Mortgage Brokerage and Lending Act,  and will go into effect on October 1, 2007.

"Special Instructions for Florida Customers"
Florida Regulation Changes (October 1, 2007), click here.

Compliance Updates

  • Added California Mortgage Loan Disclosure Statement/Good Faith Estimate, Non-Traditional Mortgage Products (RE-885)
  • Updated Florida Mortgage Brokerage Fee Agreement
  • Right to Receive Appraisal
    Point has been updated to select the number of days for a valid Appraisal request. The Right to Receive Appraisal Form is now available from the Print Menu.
  • Updated VA Loan Analysis (26-6393)
  • Updated IRS Request for Taxpayer Identification Number & Certification (W-9)

Enhancements & General Fixes

  • Print button disabled
    Resolved the disabled print button when printing form groups.
  • TIL Payment Adjustment
    Resolved calculation error when payment is adjusted by both initial rate and payment cap.
  • Report Status Filter
    A new “Status Date”  Drop down list has been added to the Reports and Marketing screen to help generate reports based on the status of the loan within a specific time frame.
  • Fannie Mae Community Lending MSA Table
    The MSA Tables has been updated with the latest one from Fannie Mae.

Click here to install the update.

Point version 6.1a Electronic Update (Released June 2008)

A 6.1a CD is being shipped to all subscribed Point customers beginning June 12, 2008. If you have not installed 6.1 yet, please be sure to install the 6.1a CD instead. This update is only required if you have already installed Point 6.1.

The following issues have been resolved with Point 6.1a:

  • Updated Transmittal Summary
  • MLDS Mortgage Loan Disclosure Statement
    Paid to Other and Paid To Broker totals were transposed on page 1 of the MLDS
  • Verification of Employment
    Borrower's name printed on the co-borrower's verification forms
  • Upgrading the Admin Installation on the server to 6.1 removed the contents of the Netsetup directory

Click here to install the 6.1a update.

 

Calyx Software and Greg Frost are teaming up to help you grow your business!

Now for a limited time, Calyx is offering the 9 marketing templates listed below for FREE. Each of these sections contain a brief description of the marketing letter and the fields that must be complete within the loan file.

  • After Closing HUD1 to Borrower
  • ARM conversion letter to Borrower
  • ARM conversion letter to Real Estate Agent
  • Happy Birthday to Borrower
  • Happy Birthday to Co-Borrower
  • Referral Letter
  • Reverse Mortgage Borrower
  • Tax Preparation HUD1 to Listing Agent
  • Tax Preparation HUD1 to Selling Agent
Download Instructions for Point click here to open


Internet Explorer Users:

  1. Close Point if it is open.
  2. Click here to start the download (file size 128 KB).
  3. A File Download - Security Warning window may appear, click Run.
  4. When the download completes, an Internet Explorer Security Warning window may appear, click Run.
  5. From the Marketing Letters Update screen, click Next.
  6. From the Update Directory screen, click Next.
  7. Click Start to begin the update.
  8. Click Exit to finish.

Netscape Users:

  1. Close Point if it is open.
  2. Click here to start the download (file size 128 KB).
  3. Find the folder where you want to save the file, then click Save.
  4. Find the folder where you saved the file, and double-click on it.
  5. From the Marketing Letters Update screen, click Next.
  6. From the Update Directory screen, click Next.
  7. Click Start to begin the update.
  8. Click Exit to finish.

*Click here to download a tip sheet for using the marketing templates.

Download Instructions for Point Data Server (Network Administrators Only) click here to open


  1. Click here to start the download (file size 128 KB).
  2. Save the Mrkt_Templates.exe file to the server where your Point Data Server (PDS) is installed.
  3. From the server double-click on the Mrkt_Templates.exe file to start the installer.
  4. From the Open File – Security Warning window, click Run.
  5. From the Marketing Letters Update screen, click Next.



  6. Click the ellipsis (…) button.
  7. Browse to the Calyx Default Template Set on your data server, and then click OK.

    For Example: C:\Program Files\Calyx Software\Point Data Server\filesync\Calyx\Calyx-Default (this path will be located in your PDS install directory)



  8. From the Marketing Update window, click Next.
  9. Click Start to begin the installation.
  10. Click Exit to finish.


  11. When all of the files have been copied to the Calyx Default Template Set, login to your PDS Administration site.
  12. From the left menu, go to Configuration > Template Set Maintenance > Copy Template Set.



  13. Select Custom Forms, Reports, and the Rebuild Template Set after copy checkbox.
  14. From the Destination Template Set(s) screen, check the template sets to which the marketing templates will copy.

    (Users must logout and log back into Point to access the new marketing templates.)



*Click here to download a tip sheet for using the marketing templates.

Note: These free templates will only work on Point versions 6.0 and higher – if you are not currently up-to-date with your Point subscription, call 800-362-2599 today!

 

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