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Product User Guides and Updates
  • Product User Guides
  • Calyx Point Updates
  • Point Data Server SP1
  • 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 7.0 Calyx Point 6.1
Calyx Point 6.2 Calyx Point 6.0
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
PointCentral 7.0 User Guide Point Data Server Knowledge Base
Point Data Server 6.1 User Guide
WebCaster
WebCaster Online Knowledge Base

Calyx Software may release updates for Point to resolve minor issues with the software. Click the bar below that corresponds with your Point version to download the latest update.

Point version 7.0 Service Pack 1 (Released June 2009)


This service pack was developed to address several issues, requirements and requests that have surfaced over the last few weeks.  It features several product upgrades and form modifications necessary for improved functionality and government compliance, including the latest VA Summary Form 26-0286.
You must have version 7.0 of Point to download this service pack.

This service pack provides the following solutions:

  • The memory usage of Point is handled better. Point continues to operate regardless of how many windows and screens are open.
  • The “Other Financing” amount is saved when entering the monthly payment in the “Housing Expenses” section.
  • Loan Amount data is retained when opening loans that were created in previous Point versions.
  • PDF credit reports are no longer blank.
  • Fannie Mae credit reports are now printable.
  • Performance of the Good Faith Estimate screen is improved. The screen opens faster and Point continues to operate smoothly.
  • All PDF file types can now be added to document storage.  In some cases, certain file types display as a blank file; in these cases there is now an “open document” button that allows the document to open/display its contents in its native application outside of Point.

Click here to download the update.

Point version 6.2b Electronic Update (Released January 2009)


This update addresses a mandatory compliance update for the Servicing Disclosure Statement, released by HUD, that is required as of January 16, 2009. Point 6.2 or 6.2a must be installed to apply the update.

Click here to install the Point 6.2b 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.

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 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:

For Point users:

  1. Close Point if it is open.
  2. Click here to start the download (file size 325 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 Point Electronic Update window, click Next.
  6. From the Point Electronic Update - Directory window, click Next.
  7. Click Start to begin the update.
  8. Click Exit to finish.

Warning: This service pack is only for PDS 6.1.  Applying the service pack to earlier versions of PDS may cause adverse effects.

Calyx has released Point Data Server 6.1 Service Pack 1.  New fields have been added in Point for the new FHA Transmittal Summary and the California MLDS.  This service pack allows you store data and create any Point reports taking advantage of those new fields.

Click here to install the 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


For Point 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 Point Electronic Update window, click Next.
  6. From the Point Electronic Update - Directory window, 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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