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Click "Register" to sign up for any class online. Use the "Select a Class" dropdown list to select a specific class and view the topics that are covered during training.
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Learn more to close loans faster
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.
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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.
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.
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.
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.
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.
POINTCENTRAL - BASIC ADMINISTRATION: 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!
POINTCENTRAL - ADVANCED ADMINISTRATION: 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.
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.
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.
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.
POINTCENTRAL - ADVANCED BUSINESS RULES: This class will provide users of PointCentral 7.6 with more tools and information on the most effective way to manage work flow, and ensure compliance and security for loan files. Additionally, a review of the most recently added rules conditions will be covered.
POINTCENTRAL - USING BUSINESS RULES: 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.
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