Whether you're a new user or one who already knows the basics, Calyx offers a training class that's right for you. No matter where you are, you can take advantage of this excellent online learning opportunity in the comfort of your own office. Most important, these classes will produce results that can be measured - you'll market loans more effectively, process applications faster, increase accuracy, enhance customer communications, and manage your pipeline with precision.
ALL CLASSES: The majority of our online training classes are 90-minute sessions that provide step-by-step instruction on a specific feature or function in Point. This format combines the benefits of live, interactive instruction with the convenience of learning from your desk.
Class
Date
Time
Register
Managing Reports
2/24/2012
11:00AM - 12:30PM CST
PointCentral Admin - Basic
2/24/2012
11:00AM - 12:30PM CST
Using Business Rules in PointCentral
2/24/2012
2:00PM - 3:30PM CST
Underwriting Loans in Point
2/28/2012
11:00AM - 12:30PM CST
Custom Forms
2/28/2012
1:00PM - 2:30PM CST
Getting Started in Point
3/1/2012
9:00AM - 10:30AM CST
Originating/Processing Loans in Point
3/1/2012
11:00AM - 12:30PM CST
Fees Worksheet
3/2/2012
10:00AM - 11:30AM
Building Templates
3/5/2012
9:00AM - 10:30AM CST
PointCentral Admin - Basic
3/5/2012
11:00AM - 12:30PM CST
Using Business Rules in PointCentral
3/5/2012
1:00PM - 2:30PM CST
Getting Started in Point
3/6/2012
1:00PM - 2:30PM CST
Originating/Processing Loans in Point
3/6/2012
3:00PM - 4:30PM CST
Managing Reports
3/7/2012
10:00AM - 11:30AM CST
Underwriting Loans in Point
3/7/2012
1:00PM - 2:30PM CST
PointCentral for IT
3/10/2012
1:00PM - 4:00PM CST
Getting Started in Point
3/12/2012
10:00AM - 11:30AM CDT
Originating/Processing Loans in Point
3/12/2012
12:00PM - 1:30PM CDT
Building Templates
3/14/2012
10:00AM - 11:30AM CDT
Fees Worksheet
3/14/2012
12:00PM - 1:30PM CDT
PointCentral Admin - Basic
3/16/2012
10:00AM - 11:30AM CDT
PointCentral Admin - Advanced
3/16/2012
12:00PM - 1:30PM CDT
Using Business Rules in PointCentral
3/16/2012
2:00PM - 3:00PM CDT
Getting Started in Point
3/19/2012
9:00AM - 10:30AM CDT
Originating/Processing Loans in Point
3/19/2012
11:00AM - 12:30PM CDT
PointCentral Admin - Basic
3/23/2012
9:00AM - 10:30AM CDT
PointCentral Admin - Advanced
3/23/2012
11:00AM - 12:30PM CDT
Using Business Rules in PointCentral
3/23/2012
1:00PM - 2:30PM CDT
Building Templates
3/26/2012
11:00AM - 12:30PM CDT
Managing Reports
3/26/2012
1:00PM - 2:30PM CDT
PointCentral for IT
3/26/2012
1:00PM - 4:00PM CDT
Underwriting Loans in Point
3/28/2012
11:00AM - 12:30PM CDT
Custom Forms
3/28/2012
1:00PM - 2:30PM CDT
Building Templates
3/30/2012
9:00AM - 10:30AM CDT
PointCentral Admin - Basic
3/30/2012
11:00AM - 12:30PM CDT
Using Business Rules in PointCentral
3/30/2012
2:00PM - 3:30PM CDT
BUILDING TEMPLATES: Brokers and bankers alike will enjoy increased efficiencies and decreased repetitive data entry when you complete this class! In the class you will create templates that allow you to build accurate loan files quickly, while ensuring that critical common data elements are applied to every file.
Class
Date
Time
Register
Building Templates
3/5/2012
9:00AM - 10:30AM CST
Topics Covered:
Loan Programs specific to your preferred lenders
Lender-specific closing cost scenarios
Master templates for both prospects and borrowers
And more!
Building Templates
3/14/2012
10:00AM - 11:30AM CDT
Building Templates
3/26/2012
11:00AM - 12:30PM CDT
Building Templates
3/30/2012
9:00AM - 10:30AM CDT
GETTING STARTED IN POINT: Designed for the Point beginner, or the experienced user who wants to expand their knowledge about how to put Point to work for you! Strongly recommended as a pre-requisite for all other Calyx training.
Class
Date
Time
Register
Getting Started in Point
3/1/2012
9:00AM - 10:30AM CST
Topics Covered:
Create new and find existing loan files
Learn and practice many tips and tricks to save you time and make your life easier
Navigate the application from the navigation panel to the workspace, menus, toolbar, and more
Getting Started in Point
3/6/2012
1:00PM - 2:30PM CST
Getting Started in Point
3/12/2012
10:00AM - 11:30AM CDT
Getting Started in Point
3/19/2012
9:00AM - 10:30AM CDT
CUSTOM FORMS: Learn how to import Word documents into Point and create customized documents in Microsoft Word for marketing and operations.
You'll also learn how to put your Point customer database to work by generating mail labels and producing personalized documents and emails using reports and custom forms.
Class
Date
Time
Register
Custom Forms
3/28/2012
1:00PM - 2:30PM CDT
Topics Covered:
Preparing a custom form letter
Importing Microsoft Word documents into Point as Custom Forms
Personalizing documents using mail merge and Custom Forms
Generating mail labels using your Point customer database
Sending a personalized e-mail blast
Fees Worksheet: Brief overview of the new and improved Fees Worksheet in Point 7.3. Learn how to navigate the new Fees Worksheet and how the fees populate Good Faith Estimate. This class is open to 100 participants for each session scheduled.
Class
Date
Time
Register
Fees Worksheet
3/2/2012
10:00AM - 11:30AM
Topics Covered:
Navigating the Fees Worksheet
Entering fees, such as broker or lender paid fees and prepaid finance charges
Matching settlement costs
There will be a Q & A session at the end of the training class
This class is open to an unlimited number of participants for each session scheduled
Fees Worksheet
3/14/2012
12:00PM - 1:30PM CDT
ORIGINATING & PROCESSING: Originating and Processing loans in Point has never been easier. If you're a processor or originator, you are not alone in today's multi-tasking world. Point will help you become more efficient than ever. You will be able to keep everyone who "touches" your loan informed and up-to-date with the time savers you learn in this class.
Class
Date
Time
Register
Originating/Processing Loans in Point
3/1/2012
11:00AM - 12:30PM CST
Topics Covered:
Pre-qualifying your prospect
Converting the file from Prospect to Borrower
Overview of the Loan Application (including GFE & TIL)
Saving time with Cardex
Submitting to Fannie Mae & Freddie Mac
Printing & Emailing
Using Task Manager to keep track of "to-do's"
Originating/Processing Loans in Point
3/6/2012
3:00PM - 4:30PM CST
Originating/Processing Loans in Point
3/12/2012
12:00PM - 1:30PM CDT
Originating/Processing Loans in Point
3/19/2012
11:00AM - 12:30PM CDT
POINTCENTRAL ADMIN - BASIC: For the Mortgage Professional with a new PointCentral installation – a brief but comprehensive overview of your new “electronic office manager.” Once your IT department has completed the installation, you’re ready to learn!
Class
Date
Time
Register
PointCentral Admin - Basic
2/24/2012
11:00AM - 12:30PM CST
Topics Covered:
Basic setup and configuration of users, groups, and data folders
Setting up screen-level security for individual users as well as user groups
Adding template sets and Cardex databases
PointCentral Admin - Basic
3/5/2012
11:00AM - 12:30PM CST
PointCentral Admin - Basic
3/16/2012
10:00AM - 11:30AM CDT
PointCentral Admin - Basic
3/23/2012
9:00AM - 10:30AM CDT
PointCentral Admin - Basic
3/30/2012
11:00AM - 12:30PM CDT
POINTCENTRAL ADMIN - ADVANCED: For the Mortgage Professional who has completed PointCentral Admin – Basic and is now ready to establish streamlined work flow, policies and procedures; set up & implement enhanced security; and optimize other system administrative functions.
Class
Date
Time
Register
PointCentral Admin - Advanced
3/16/2012
12:00PM - 1:30PM CDT
Topics Covered:
Develop and maintain an advanced data folder structure
Set up and maintain multiple template sets/Cardexes
Manage effective user access rights via targeted reports
Explore MyCalyx.com administration
PointCentral Admin - Advanced
3/23/2012
11:00AM - 12:30PM CDT
POINTCENTRAL FOR IT: A four-hour overview of PointCentral from the IT perspective. This class covers not only installation and deployment, but also a myriad of tips and tricks from an experienced Point user who is also a Microsoft-certified IT consultant.
Class
Date
Time
Register
PointCentral for IT
3/10/2012
1:00PM - 4:00PM CST
Topics Covered:
Installation and deployment of the Point client
Server configuration and implementation for the new PointCentral server
Setting up data folders, groups, users, and template sets
A particular focus on migrating from legacy Point installations into PointCentral
PointCentral for IT
3/26/2012
1:00PM - 4:00PM CDT
Managing Reports: Manage your department, your pipeline, and your business more efficiently with the robust reports and custom forms you can build in Point. Once the report is built, it can be viewed in different formats for easy analysis and quick reaction.
Class
Date
Time
Register
Managing Reports
3/7/2012
10:00AM - 11:30AM CST
Topics Covered:
Designing custom reports to manage your business
Using the Condition Builder to select and set advanced parameters
Generating the report
Viewing your report in Excel or Point Report Viewer
Customizing output options to clarify the results
Managing Reports
3/26/2012
1:00PM - 2:30PM CDT
UNDERWRITING LOANS IN POINT: Underwriting in Point offers a broad overview of the basic forms as well as a more in-depth exploration of the Banker Screens and recommended reports for Underwriters.
Class
Date
Time
Register
Underwriting Loans in Point
3/7/2012
1:00PM - 2:30PM CST
Topics Covered:
Loan Application screens
Underwriting Transmittal screens
Underwriting Banker screen
Conditions Banker screen
HMDA Reporting
Electronic Document Storage
Audit Trail
Underwriting Loans in Point
3/28/2012
11:00AM - 12:30PM CDT
Topics Covered:
AVM Reports
Closing Documents
Credit Reports
Fannie Mae & Freddie Mac Loan Prospector
Flood Certifications
Hazard Insurance
Initial Disclosures
Title/Escrow
Verifications
USING BUSINESS RULES IN POINTCENTRAL: Discover the power of business rules. For new and experienced users of PointCentral who want a more effective way to manage work flow and ensure compliance and security for your loan files.
Class
Date
Time
Register
Using Business Rules in PointCentral
2/24/2012
2:00PM - 3:30PM CST
Topics Covered:
Discover the power of business rules
Demonstrate and practice using the sample rules provided by PointCentral
Examine some key rules
Requiring the user of a Master file
Requiring certain fields in a file before saving
Warning rule about a file that requires disclosure
