Calyx Software Message Board / Calyx Point / File Management

PROSPECT loans and rule sets

scrow1 — Thu, 11 Mar 2010 15:01:14 GMT

It appears that POINT Central has rules applications that can be applied to Prospect-Borrower, and to Borrower, but none that can be applied to PROSPECT ONLY. There is no field ID for the Prospect or Borrower Checkboxes, so I can't apply the rules as an "equal to". Does anyone have any suggestions for a work-around? We want to test our rules before we "flip the switch", and we want to set rules that will apply to PROSPECT ONLY and BORROWER ONLY.

Rules Question

SamuelJo — Fri, 13 Nov 2009 15:53:34 GMT

It seems that I cannot currently use a date field to do a little math, i.e. trigger required fields 3 days after a credit is pulled.

Do you guys plan on implementing something like that?

Also, is there a way to not allow the LO's to change the address of the 1003 on page 4, but yet have a rule that implements an address based off of the lender. We have broker shops that must use the corporate address with certain lenders and on VA loans, but on the other loans it is their address. We need to be able to change the address of the lender, but we don't want to give access to the fields for the LO's just because it has caused more problems in the past when they were able to either change the data on the company info selection or letting them manually change the address of the 1003 because when you select to manually enter there is no data, and when they had access to the company defaults section the address was not being changed back and the next person to log in had the wrong address.

I guess what I need to know is short of creating separate data folders for addresses is there another way to automatically force them?

Another Rules question

scrow1 — Fri, 05 Mar 2010 18:58:46 GMT

Does anyone know of rule that can be created to prevent someone from sending/exporting information for document preparation out of POINT to our doc provider PRIOR to a loan being coded as Clear to Close by underwriting?

Restricting access to custom templates in Point (TS installation)

ericit — Fri, 26 Feb 2010 14:52:44 GMT

Is there a way that I can restrict access to custom templates so that LO's cannot modify them, just use them?
This is a terminal services installation, not PDS installation.

Thank you,

Eric

Retrieving a deleted file

AHilgers — Tue, 08 Dec 2009 16:06:19 GMT

I am trying to recreate a fraudulent loan transaction. I think a lender deleted an application in Point. Is there anyway to retrieve a deleted file?

Security for Secure Areas of Calyx

dmorrissette — Thu, 18 Feb 2010 15:13:50 GMT

Is there a way to set a user up with access to the trust account (write access-not just read only), but no access to the secondary marketing screen?

Loan Status not changing

dmorrissette — Wed, 17 Feb 2010 14:22:45 GMT

I have many files (not all files) that seem to get "stuck" in a "funded" status even though my sold date is a date after the funding status. Is there something I can do differently? I am using version 7.2SP1. Both the Warehouse Advance repaid and loan sold date are after the date funded in the tracking screen.

Local data folder search shows no files after 7.2 upgrade

scrayne — Wed, 06 Jan 2010 17:52:08 GMT

Copied a file from a PDS folder to a local data folder after 7.2 upgrade (all was well when files were moved the week before)

File did not show in search list so I rebuilt the list and even changed the index files which always worked in the past.

After re-indexing, NO files showed on any search.

Tech support suggested that a file in the data folder had an unexpeted item that could not be dealt with in an advanced search situation. Said only option was to disable the extended search option so that I will only see 1st & last name and file name on the search screen.

I'm not sure that's a valid answer. I attempted to isolate the problem and removed all files recently added to the data folder and finally deleted all but one file that had been there for over a year. (I know it's be re-indexed in the last several months) Even with the one file, no files are found using the extended search function.

I really need to be able to see status and status dates in my data folders, can anyone tell me what might be the actual problem and how i can fix it??

Missing pointdata\borrower\prospect.idx file

John Garrett — Fri, 15 Jan 2010 13:08:03 GMT

I am using 7.2 with the update

When I do a search I am able to show the list of prospect files I have but when I try to delete or move any of them I get a message saying C:|pointdata\borrower\prospect.idx

Cannot find this file

verify that the current path and file name are given

When I close out of that another window pops up that sez Unable to update index file. Try to rebuild list later.

When I do rebuild the same thing happensso now what?

Losing data

pvb wv — Wed, 13 Jan 2010 09:40:26 GMT

We have a loan where the data seems to have not been saved. The borrower has several REO properties and after you enter this data, you have to choose, save & close.

I could see that the LO missed saving maybe one of the properties, but not 3 of them.

Her 1003 has the correct data printed, but when you look at the file, her changes didn't save.

We are on 7.2 sp1

Files showing as being reserved

retnuh — Wed, 25 Nov 2009 10:37:30 GMT

Im having a problem where users are regularly receiving the message that 'the file requested is currently in use and reserved' by a user when that user is not currently viewing the file. The fix that we have been using has been to restart the CalyxPdsFileSync service on the Point server but it takes about 10 minutes before the file is accessible. Any other suggestions or fixes would be appreciated.

Rule for Source Field?

VMG Admin — Tue, 01 Dec 2009 15:17:09 GMT

First off, great job on the new Rules in Point.

I'm trying to add a rule that forces users to add the lead source (field 6180 on the contact info tab of the Borrower Information Screen). I could not find the field in the drop down list of the Point Central Admin Rules page. We need this to track ROI. Am I doing something wrong? Any suggestions?

Thanks.

PRIMARY DATA FOLDER SHOWING UP AS AVAILABLE, BUT ACCESS NOT GRANTED IN ADMIN

habattac — Sat, 07 Nov 2009 16:59:46 GMT

I've seen this a few times - a user who has not been granted access to his Primary Data Folder still has it appear in the folder drop down. I've triple checked in PDS Administration but can't figure why it would be happening? Help? Thanks.

(EDIT: Never mind - figured it out. The user was part of a different group that had access...)

Locking PFC on GFE

jmohr — Mon, 13 Jul 2009 19:49:27 GMT

We use Borrower Master Templates to set-up for the LO's which line items on the GFE are PFC. But inenvitably, they change somethign that impacts the APR. Is there a way to lock the PFC fields? I thought I might be able to use business rules to gray out the fields, but it doesn't see like the PFC checkboxes have field id's that I could use to create a disable field rule?

Tracking Mortgage Contingency Date

lball — Tue, 20 Oct 2009 13:11:26 GMT

Hi, Is there a field to enter the mortgage contingency date for purchase transactions? If not, is there a way to set up POINT to hard code a field in the tracking screen or would i have to set it up on a custom screen?

Point losing data????

ronlitt — Wed, 24 Jun 2009 12:15:06 GMT

We've been using the Move/Copy features to keep files organized by folders. In the process, I noticed that Point seemd to randomly lose documents in the data storage and also conditions.

Am I crazy or what? Has anyone experienced a similar problem?

Ron

File History by User

mtg admin — Mon, 05 Oct 2009 17:24:16 GMT

I have a Branch Manager asking me if she can see the history of who has been in a file

There is no way that i am aware of (other then if an entry was made in the con log)

If anyone knows a way please advise!

Thank you

unable to place task(1), try and rebuild list later

Battista528 — Wed, 23 Sep 2009 14:48:50 GMT

I keep getting this error when ever I try and move a file in point and rebuild a list. Can anyone help, it is anoying?

unable to place task(1), try to rebuild list later

Cannot Open File - Read Only

amb — Thu, 25 Jun 2009 16:56:19 GMT

After a certain user opens a file, it is locked in Point. The Read-Only box pops ups and states The file (filename) is being used by someone else. Do you want to open the file as read only mode. The problem occurs even after this user has not been in the file for several days. We're running Server 2003. None of the files are listed in the open files list. I can browse to all of the files individually and open each from windows explorer without an issue. None of the files have a read-only attribute marked. For the specific file I'm trying to open in Point today, the last modified date is 6/19. Any ideas would be appreciated, at seemingly random times, the read-only block is lifted.

Thank you

Why isn't my document storgage available?

starbuck1 — Wed, 29 Jul 2009 16:22:26 GMT

When i go to open document storage, there's not a way to add anything, all buttons are greyed out. we've recently uploaded 7.0 and i loaded the service pack earlier, but nothing's changed. what am i doing wrong

Ques on Business Rules - Seller

jmohr — Thu, 09 Jul 2009 16:48:30 GMT

I wanted to add a business rule that would require the LO to enter the Seller's name in Track: Agent when the loan purpose selected was a Purchase (they often neglect to complete this field). However, those filed ID's are not available under the Required Fields dropdown box. So I had to create the rule as a custom message. 2 questions:

1. Why are the Seller First Name & Last Name not available fields under the Required Fields dropdown?

2. In order to trigger the LO to enter the Seller's name, I created a custom message directing them to do so that will pop up when the loan is a purchase. However, since this is just a custom message, once the enter the Seller's Name the message doesn't go away (b/c I can't put a "condition" on those fields ID's as they are not available in the rules). This confuses the LO's as they think they are not being able to save their file. Any thoughts?

Several Folders = long load time

mhillis — Thu, 23 Apr 2009 21:50:09 GMT

We have folders setup for each of our branches going back to 2003. We have grown to over 300 folders and when a admin try to load point it takes 15min before we can access Point. In the task manager the process is at 99%CPU. We have tried this on several computers and in different branches with the same result. Also we have done this on WinXp and Vista. IN the old 6.1 version it took awhile but only 1 to 2 min.
Anyone who only has access to a few folders load in an appropriate time. How can I speed up the load time for people that have to have access to ALL folders.

Matthew

Calyx Business Rules - amazing feature!

jmohr — Thu, 09 Jul 2009 11:57:58 GMT

I just discovered the robustness of using the business rules in Point 7.0 PDS. I love these! I am not sure if the rest of your Calyx users have dived into the use, but let me share how we have just recently used the rules to improve data integrity:

1. Required Fields for IL Loan - prevent LO from saving or printing from a file until certain fields are completed for a loan located in IL. (for example - IL License # in Track: Branch Team, Appraisers License # in Track: Agent - all fields necessary for the IL Audit Log for a Banker license.

2. Required Fields for Mgr to complete prior to Submission - prevent Mgr from saving or printing a file until the Track: Profit / Loss is fully completed.

3. Rule that prevents a user from saving a 1st Loan that is under $75,000 - which is our company minimum loan amount.

4. Prevent an LO from saving a file desginated as a refinance, until the Purpose of Refinance field on page 2 of the 1003 is completed. Our LO would miss this ALL the time and we would get an underwriting condition to correct it. Now it completed 100% of the time!

These are just a few examples of the rules we have implemented. Basically, I sat down with the processors and asked what information was routinely missing that they had to clean up and used that as a starting point for creating some rules.

I would love to hear if others are using the rules and what they have found to be helpful.

Prevent Changes to Point File by LO While in Underwriting

ronlitt — Tue, 19 May 2009 16:47:29 GMT

We are on Point Central. Is there a way to prevent a LO from making changes to a file while it is being reviewed by an underwriter?

Reverse Mortgage Loan App

Anthony — Wed, 20 Feb 2008 18:17:48 GMT

Hello,

Have there been any suggestions to include a reverse mortgage loan application in point? If not, I'd like to make the suggestion.

Anthony

File security question

JRaymore — Thu, 26 Mar 2009 12:40:13 GMT

I'm new to Point but have been asked to implement certain security rules for it by a customer.

The current situation is:

Customer is running Point 6.2 on employee workstations and personal laptops, loan files are saved to a shared folder on a Windows 2003 SBS server, users are able to view and modify all files within this folder through Point.

I need to implement the following:

Loan officers should only be able to modify their own files, processors should be able modify all files; once a prospect becomes a borrower, it should become read-only to the loan officer (customer would prefer changes being able to be made by loan officers at this point but not saved); Loan officers should not be able to export, download, move, or otherwise save company loan files to their workstations or personal laptops.

Any help with how I should set these settings up would be appreciated. Thanks.

Point Document Storage does not support some pdf's

ronlitt — Sun, 07 Jun 2009 22:41:43 GMT

I attempted to upload a 1 page PDF to Doc. Storage and received the message "This document contains elements that cannot be stored". Clearly all PDF's are not the same as far as Point is concerned. What kinds of PDF's are supported. How about a little guidance please???

Additional category or type?

ronlitt — Tue, 26 May 2009 18:44:07 GMT

Is there a way to add additional Catgoeies and Types to the drop down in the document management screen?

PointCentral online version/Electronic Document storage

loangirl — Fri, 22 May 2009 14:11:17 GMT

Does electronic Document storage work with the PointCentral online hosted version?and does the pdfs get stored online too? Thanks!

Electronic Document Storage

julie — Mon, 30 Mar 2009 17:01:40 GMT

When I use the new Electronic Document Storage feature in Point 7.0 my documents are sideways. The rotate button is greyed. Any ideas?

Piggyback loans

Mtg.Banker — Wed, 29 Apr 2009 10:26:01 GMT

The Housing & Expense screen (1003) in the linked 2nd lien is not displaying the 2nd liens P&I payment, nor is the GFE reflecting the 2nd lien payment. When we tried to manually input the payment, once we tabbed out of the P&I field the amount we input is not saved at both screens mentioned above.

Files disapearing...

dianatx13 — Fri, 01 Aug 2008 08:39:29 GMT

Running PDS 6.1, Point 6.0

We are having files randomly disappear. There is no rhyme/reason that we can see to which ones go away, but it's happened to about 10 files as of yesterday to 7 different branches/data folders. Have you heard of this ever happening?

File Names Truncated in Point

jdroger2 — Sat, 24 Jan 2009 16:12:27 GMT

We are transitioning out Point 6.2a installation from a Windows Small Business Server 2003 server to a Windows Server 2008 server. We have installed a fresh 6.2 netsetup folder on ther 2008 server, copied in the 6.2a EU executable and update the config.ini file as per Calyx instructions. We have also moved all of our Point files to the 2008 server with Robocopy to preserve permissions. We have unshared the netsetup folder on the 2003 server and shared the netsetup folder on the 2008. In accordance with Calyx technical support's instructions, we have run the run.exe file from the 2008 server netsetup folder and let it reinstall (Calyx Support did not advise us that we would need to rename the winpoint.ini file, or at least change the source line in it to point to the new netsetup folder, but we figured that one out on our own.) We have also re-added all folders in the Point Network Configuration Tool and the Point Administrator.

When we open Point we can see all of the appropriate folders in the dropdown list, and they appear to contain all of the appropriate files when a seach is done in Point. However, for files with names longer than 12 characters the file name is truncated in the Point browser, and when we attempt to open that file, Point is looking for the truncated filename and tells us it no longer exists. A rebuild of the lists does not change this. The file does exist, and we can open it by going to the File Menu and choosing the Open File option, then browse to the file in question. We can then save the file wilth a shorter filename and it will work within the Point Browser, however the original file still does not. If we save the file with an equally long or longer filename, it shows up in the Point Browser, but is once again truncated and will no open in the point Browser.

If we browse to the Point Folder Locations on the 2008 server from the 2003 server and right click on a folder, choose copy and paste it to the old share location, we can then re-share the old netsetup location and access those files (Point Administrator and the Network Configuration tool are still configured on the old server), and can access the files with no problems after a rebuild of the lists.

We have also noticed that if several files have similar filenames, say john_doe_refi_06 and john_doe_refi_07, they will both be truncated and have a ~ added so that they become john_d~1 and john_d~2.

We have been over the permissions with a fine toothed comb, and can find no cause for this issue there. Any suggestions on what might cause this would be appreciated.

Thanks,

Matt

User Login/File Issues

Kellan — Wed, 15 Oct 2008 07:14:40 GMT

Hey,

I'm running Point, networked on a 2003 server with approximately 25 users. I have two issues.

1.) Users can log in with any password. Here's an example, if I mistype my password, Point will still allow me in - but if I try to access a folder it will fail with "Unable to grant you access to the folder". Is there a mechanic I'm missing in Point that will just fail the login with an "Incorrect Password" message?

2.) I'm trying to restrict access to files/folders so the LOs can't see each other's files. Aside from creating a new folder for each LO (which is a giant pain), I'd like to use a shared folder. I've tried setting the permission's in Admin to "This XXX file's only" but then they can't see the files they've already created. Can someone direct me to a solution for this issue. I can't imagine I'm the first to come across this issue.

Thanks in advance for your assistance!

Interviewer signature date is being altered?

bethfay — Fri, 05 Sep 2008 10:30:57 GMT

Since installing Point 6.1a, any time we open a file that hasn't been opened and edited since the upgrade, Calyx is changing the Interviewer Signature Date field to a weird date (which by the way seems to change every day).

For example, a new file that is opened today has a date in the Interviewer Signature Date of 8/23/04. Yesterday the date that showed up was 12/18/03. Weird.

This also occurs if I open an existing file that hasn't been opened and edited with Point 6.1a (i.e. an old closed file). The Interviewer Signature Date field also gets automatically altered to this new weird date.

The Knowledge Base just tells me to go to pg 4 of the URLA or the FNMA Addendum and change the date. Duh.

Why is Point altering this field and how can I stop it?

File cannot be deleted

Haws — Mon, 21 May 2007 09:09:08 GMT

I have this file in point that I cannot delete or move to another folder. It keeps saying that someone is in the file, however, I have closed down all of the Point computers but mine and I am still getting this "Cannot Delete" message. Anyone have any idea how I can get rid of this?

File Security!

ksennott — Mon, 30 Apr 2007 14:54:31 GMT

Hi,

I've been a point user for many years. One of the major issues I have is being able to control users access of borrower files. We have all our files on one server running windows server 2003. The file permissions within point are good for controlling the useage of novice computer users -- it will stop them from viewing or deleting other loan officer files within point. However, a user with a bit more knowledge can just browse to the point server directory from their desktop and then copy the entire folder. They can then install a point disk on their home computer and voila.....they can view the entire companies closed and active loan files!!!! This is a big security loophole. I'd like to be able to solve this without upgrading to point data server or encompass.

The permissions in windows server 2003 are very detailed, I was able to set those so that a loan officer could not delete any point borrower files even from their own desktop. However, I have not found a way to stop them from copying the entire directory of closed files (we have them organized by year). Of course I could set up seperate closed directories by year AND loan officer but this is a huge undertaking (especially for previous closed years). Loan officers need to be able to quickly look at their closed files within point when clients call in, but I need to try and plug the security risk of them being able to copy all files!

Thanks for your help

LOs and Processors and file access

sb1920alk — Thu, 02 Mar 2006 08:03:15 GMT

I've got a question. I have LOs and processors. When a loan is sumbitted to processing, the Point file is moved to the "Processing" folder. When a file is in this folder, the LOs now has Read Only capabilities, which is what we want. We want the processor to be able to open, make changes, and save. This works fine is most cases. It doesn't work when the LO opens the file (as Read Only), and doesn't close it before the processor opens it. When that happens, the process can only open it as Read Only as well. It has something to do with the backup file that's created during opening. LOs have been instructed to close files, but don't always remember, and walk away from their desk, or go to lunch, etc. and the processor can't make any changes to the file. By the way, the files are on a network. Any ideas are appriciated.

Thanks,

Moving Linked Files

sb1920alk — Wed, 02 May 2007 14:37:43 GMT

I can not find a way to move linked 1st and 2nd files from Prospect to Borrower without breaking the link. I always end up having to re-link them.

Is there a way to do this?

Thanks,

New SDK from Calyx

Hula — Wed, 21 May 2008 14:25:53 GMT

Copied from Mortgage ORB

Calyx Software, a provider of loan origination and processing software, has made available the Point Software Development Kit (SDK). According to Calyx, the new product facilitates integration with a client's internal applications or with third-party vendors seeking compatibility with Calyx Point loan origination software.

"We are extremely pleased to introduce Point SDK, Calyx's newest offering that enables companies to integrate their current customer relationship management system, sales tools, lead-generation software or any other back-office systems with Calyx Point," states Dennis Boggs, senior vice president of Calyx Software. "The Software Development Kit allows the transfer of data to and from Point and other business applications, streamlining company processes."

Point SDK serves as a two-way interface, providing the ability to read information from or write information into Point. It enables a company to develop applications that can access Point loan data from local folders or from Point Data Server, the company's central system for managing distributed data between offices.

Point SDK requires Calyx Point version 6.1 or later and a .NET 2.0 compatible development tool.

Source: Calyx Software