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®,
PointCentral®, 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 8.1 |
|
Calyx Point 8.0 |
|
| Calyx Point 7.6 |
|
Calyx Point 7.5 |
|
Fannie Mae and Freddie Mac Loan Prospector®
| Fannie Mae Quicksteps |
|
Freddie Mac Quicksteps |
|
PointCentral
| PointCentral
8.1 User Guide |
|
PointCentral
8.0 User Guide |
|
| PointCentral
7.6 User Guide |
|
PointCentral
7.4 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 or PointCentral version for instructions to download the latest update.
PointCentral
8.1 Server Update (Released April 30, 2013)
PointCentral 8.1
includes changes to the Rules conditions and increased
character limits in the Cardex Notes field. The
reporting output character limit for Page 5 of
the Loan Application was also increased to provide
more inclusive database storage and reporting.
Please click
here for complete instructions on updating
to PointCentral 8.1.
Point 8.1
(Released April 30, 2013)
Point 8.1 has several screen
and calculation updates designed to streamline your
loan process and give you the confidence that your
files are accurate and compliant. Please
click
here for complete instructions on updating to
Point 8.1.
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
After the loan closes, thanks the borrower for their business, and reminds them to keep a copy of the HUD-1 for their Income Tax File.
- Borrower First Name (100)
- Co-Borrower First Name (150)
- Loan Representative (1508)
- Loan Representative Phone Number (1509)
- Selling Agent (6140)
- Listing Agent (6130)
- ARM conversion letter to Borrower
Informs the borrower their loan may soon adjust, and may want to consider other financing options.
- Borrower First Name (100)
- Co-Borrower First Name (150)
- Loan Representative (1508)
- ARM conversion letter to Real Estate Agent
Informs the Real Estate Agent of mutual clients whose ARM loans may adjust soon.
- Buyer’s Agent (6191)
- Loan Representative (1508)
- Happy Birthday to Borrower
Sends Happy Birthday letter to the Borrower
- Borrower First Name (100)
- Loan Representative (1508)
- Happy Birthday to Co-Borrower
Sends Happy Birthday letter to Co-Borrower
- Co-Borrower First Name (151)
- Loan Representative (1508)
- Referral Letter
Ask the borrower for referral business
- Borrower First Name (100)
- Co-Borrower First Name (150)
- Loan Representative (1508)
- Reverse Mortgage Borrower
Informs past borrowers of potential reverse mortgage options.
- Borrower First Name (100)
- Loan Representative Phone Number (1509)
- Loan Representative (1508)
- Tax Preparation HUD1 to Listing Agent
After the loan closes, reminds the Listing Agent to forward a copy of the HUD-1 to the home Seller on the loan, enclose a copy of the HUD-1 for the Agent.
- Listing Agent (6130)
- Seller First Name (7300)
- Seller Last Name (7301)
- Seller Address (7302)
- Loan Representative Phone (1509)
- Tax Preparation HUD1 to Selling Agent
After the loan closes, informs the Selling Agent that a copy of the HUD-1 was sent to your mutual client.
- Selling Agent (6140)
- Borrower First Name (100)
- Co-Borrower First Name (150)
- Borrower Last Name (101)
- Loan Representative (1508)
- Loan Representative Phone (1509)
Download Instructions for Point click here to open
For Point users:
- Close Point if it is open.
- Click here to start the download (file size 128 KB).
- A File Download - Security Warning window may appear, click Run.
- When the download completes, an Internet Explorer Security Warning window may appear, click Run.
- From the Point Electronic Update window, click Next.
- From the Point Electronic Update - Directory window, click Next.
- Click Start to begin the update.
- Click Exit to finish.
Download Instructions for Point Data Server (Network Administrators Only) click here to open
- Click here to start the download (file size 128 KB).
- Save the Mrkt_Templates.exe file to the server where your Point Data Server (PDS) is installed.
- From the server double-click on the Mrkt_Templates.exe file to start the installer.
- From the Open File – Security Warning window, click Run.
- From the Marketing Letters Update screen, click Next.
- Click the ellipsis (…) button.
-
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)
- From the Marketing Update window, click Next.
- Click Start to begin the installation.
-
Click Exit to finish.
- When all of the files have been copied to the Calyx Default Template Set, login to your PDS Administration site.
- From the left menu, go to Configuration > Template Set Maintenance > Copy Template Set.
- Select Custom Forms, Reports, and the Rebuild Template Set after copy checkbox.
- 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.)
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!
