Calyx Software Message Board / Calyx Point / File Management

Can't open PDF's

BMIC Mortgage — Sat, 04 Aug 2012 19:26:27 GMT

I have one machine (windows 7, 64 bit, point pds 7.6sp1) that won't open documents from the document management after I click "view." I can however double click on the document and it opens in document information preview. Every time I click "view," it says, "Unable to find a program to open PDF files. Please verify a PDF reader is installed." I have Adobe Reader X 10.1.3. I've uninstalled it and reinstalled it, but still nothing.

If I click on Save As, I can save in my documents and then open it in adobe. But thats an extra step and a pain.

Does anyone know what else to try?

Master Template Files

Stine — Wed, 19 Sep 2012 08:01:32 GMT

I need to create Master Template files and I need them yesterday. Is there somewhere that I can get these already created where I can go in and customize them to my needs?

I need FHA purchase & refi, VA purchase, USDA and conventional.

Going virtual and Point file storage

eagle710 — Tue, 10 Jul 2012 13:28:15 GMT

I am looking at moving our PDS server into a virtual environment. Among the many challenges is how to best store our Point files. Currently we have a couple hundred thousand point files accumulated so its crucial that I design the file storage with speed in mind. Has anyone used a SAN to store Point files and access them with iSCSI? This would be my preferred method but I have to make sure that the network wont be a bottleneck over iSCSI. This connection would be on a dedicated switch.

Any ideas or feedback would be greatly appreciated!

Audit Trail

CBJen78 — Thu, 14 Jun 2012 10:12:32 GMT

Does the audit not follow the loan if it is moved to another data folder? For example, we open a file in the application folder but move it to a final status folder after it has closed, but now I can't view any audit trail information prior to the close date.

Future Notification

jwhitehead — Wed, 30 May 2012 09:36:36 GMT

I have several customers who are attempting to repair their credit report and scores. IF it takes them 6 months to repair their credit, then I want to be able to set up inside my Solicitation file to pop up or send me a reminder at the appropriate time to contact this customer. This would be a time savings to not have to review every file each week or month just to see who is ready to solicit.

New Blank File

mauibnd — Thu, 24 May 2012 16:02:28 GMT

Hello all,

Does anyone know if there is a way to grey out the "New Blank File" when creating a new file?

I have a rule in place stating that you have to create from the master template however, a saavy LO could still create a file from New Blank File, and then import from Prospect Master File.......exactly what I dont want to happen.

Any help would be great

Thanks!

Moving Stored Docs from PRS to BRW files

KateMM1975 — Mon, 11 Apr 2011 18:37:22 GMT

We start all files as prospects, but when RESPA is triggered we move it to a borrower file. However, anything that was uploaded into the Doc Management/E-File system doesn't transfer over, even if I physically copy and paste the files from the Prospect Data folder to the Borrower data folder. Is there a way to have things that were uploaded in the prs file transfer over when the brw file is created? Thanks.

Forms not saving in file cabinet

MDrydenFWM — Thu, 02 Jun 2011 12:28:00 GMT

We used to be able to save things in the file cabinet even if someone else was in it at the time. We can no longer do this. It shows that the uploaded doc is in there until I log out, then it's gone when I log back in. Is this a recent change, or is something going on in my system that I need to fix?

Emailing eLoanFiles

roy7 — Sat, 24 Mar 2012 10:11:56 GMT

Hi there. I notice when an LO emails me a loan file, or I send it back to them, none of the files in the eLoanFile document management are emailed. Is there a setting to enable that someplace? If not, which specific file(s) from the Point directories would I need to email them for them to have all of the electronic docs stored in the file?

Thank you!

User Access to reports

FFRM — Wed, 29 Feb 2012 14:30:01 GMT

I have admin users that I would like only to be able to access certain reports, and I do not want them to have access to any other reports or items on the shortcut bar such as the GFE and other documents. I this possible?

Viewing folders in Point using Remote Desktop

FFRM — Thu, 16 Feb 2012 16:27:37 GMT

We use point in our office locally (connected to our servers), and remotely though Remote Desktop (Terminal Services Client). When we create new folders, they are immediately available and viewable to users local in our office, but they are not visible to those who login remotely through TS. Is there a fix?

Closed Date on Track Status, HMDA - field 6055 - Seeking Definition

bernardmaldonado — Mon, 13 Feb 2012 10:06:05 GMT

I am trying to determine if Calyx interchanges 'Closing Date' with 'Closed Date'.

Field 6055 is found on Track/Status as well as Track HMDA.

Turns out that HMDA report is populated with loans that, among other things, have the 'Closed Date' (field 6055) populated. No 'Closed Date' = not in HMDA.

We use 6055 to represent the date when the Closing occurs. In Track Status, Closed in sandwiched between Docs Out and Funded.

To that end, our withdrawn loans do not have Closed Date b/c there was no Closing associated with those loans, ergo, our HMDA is not generated properly.

Thoughts/comments, please? How are others using 6055? What is Calyx's position on using 6055 to reflect Closing dates?

MIN Gen issues

kassidyh4 — Tue, 06 Dec 2011 13:47:57 GMT

Is there a way to stop the number generated for MERs MIN from changing? What causes the change?

Defaulting the "Copy Prospect" to 1003 only

SoCal4me — Wed, 11 Jan 2012 15:19:34 GMT

Can the Check Box to specify copying only the 1003 be defaulted to be "checked", making the user "uncheck" the box to copy everything else?

Thanks for your help.

Investor information

dave1119 — Thu, 05 Jan 2012 09:31:51 GMT

Is there a way to add a field on the display loans page? When the loan list is displayed we would like to have who (investor) the loan is being assigned/sold to.

Pro's & Con's of Progressive Folder Management System

yohan solo — Mon, 10 Oct 2011 15:59:18 GMT

If anyone is using a progressive folder system, moving files from Application Folder, then to a Processing Folder, then to an Underwriting Folder, etc, I would be interested in hearing your Pro's and Con's of this system.

Loan Comparison window

PatricV — Thu, 29 Sep 2011 10:43:01 GMT

Is there a way to transfer your work from a loan Scenario to the main worksheet? We used to be able to do that. This is in the Loan Comparison window?

moving files from one folder to another...

psretavong — Wed, 24 Aug 2011 18:17:00 GMT

im not sure if anyone has experienced this but i've recently moved some data files from one folder to another. basically what im trying to do is combine some data folders into one folder. so after i move the files, in point i rebuild the list. but after doing so, some of the files are not being populated. does anyone have any idea what is causing this or have any suggestions for me to try to resolve this? thanks in advance for any help.

TASKS - Assigning tasks w/ Reminder to Other

AJonesProcessor — Thu, 18 Aug 2011 17:05:57 GMT

Has Calyx created the function/ability for a person to create a task assigned to someone else & set up a reminder that pops-up when they log-in to their Point files?

How do I delete a folder in PDS?

jkenny — Wed, 17 Aug 2011 16:55:01 GMT

I am trying to find a way to delete a folder. We use PDS. When I go into the Admin, I can add a new folder or edit an existing folder, but I cannot find a way to delete them. Is this not possible or not done thru the admin?

Copying Storage Box to External Imaging System

MSkinnerIBM — Tue, 19 Jul 2011 11:08:43 GMT

Looking for methods to copy or move documents stored in the Calyx storage box an external imaging system (onbase). Indexing support for document types associated with account number information for a credit union.

Doc Management

kassidyh4 — Tue, 19 Jul 2011 14:51:42 GMT

I can save multiple forms in doc storage as a single pdf file, but not all users can. Do you know what might be in place that would prohibit this action?

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

document storage directories

julie — Fri, 19 Nov 2010 16:26:03 GMT

Can anyone tell me where the files are stored when they have been added to the document storage feature in Point? This is a very important issue for us. I have been unable to locate anything other than a temp file in the Work folder. Thanks.

Reservations

MDrydenFWM — Tue, 29 Mar 2011 13:08:33 GMT

My users are not getting any kind of reservation message when opening a file already in use by someone else. Anyone know what's up, or have a solution?

Audit Trail... trails nothing...???

Devek — Wed, 10 Nov 2010 01:42:56 GMT

We have a situation where an LO changed a lock after it was already locked. I want to know who did it... Going to the Audit Trail gives me absolutely nothing. It is blank with no info whatsoever.

What do I need to do in order to have this feature working and tracking [b]every[/b] change in ANY field in the application?

Thanks.

Files disappeared after uninstall

movingon — Thu, 31 Mar 2011 21:53:48 GMT

Here is the story: I changed companies shortly after installing 7.4. Within 14 days of leaving, 7.4 uninstalled Point completely and now after installing an old version of Point (4.3) I am now unable to find any of my files. I am switching to Mortgage Dashboard and need my Point files so I can import them in.

How do I find these files? My understanding is that even if Point is uninstalled the files remain.

And...in the event I do find them, how do I import all of them back into my old copy of Point at once? That sure would beat doing that one at a time.

New borrower files saved show "Prospect" as the status

dave1119 — Wed, 26 Jan 2011 11:00:34 GMT

We upgraded from 7.2 to 7.4. I noticed that when and LO takes an application and saves the file it shows "Prospect" as the status. Was this a new enhancement?

Before when a file was saved it showed a status of "application".

Moving files from one data folder to another

brokerwrld — Mon, 17 May 2010 14:16:10 GMT

I've gone through the previous posts in the forum looking for a similar post to my issue, but didn't see one, so I apologize if this has been addressed previously.

We have had reoccuring instances where we cancel/deny a file and move it from the New Loan folder in Borrower to the TD/Denied folder in Borrower (both folders were user created way back when). When we do that, the file does not appear in the user interface, but can be found in the data folder by loan number. Upon attempting to "restore", or bring back, the file into the interface, the file does not appear.

What is the cause and what is a solution? BTW, tracking status has been updated to show the date cancelled/denied, but the file still does not appear in our loan list in the cancelled/denied folder in the interface.

Thank you to all who respond.

Rule question on Folder specific data

Remdog — Tue, 01 Feb 2011 14:56:33 GMT

I want to set up my Prosect folder so the LO's only see necessary data on the left side. ie loan App 1-5 pages and a few others. How do I make this group specific to just LO's?

Field ID 61 (purchase date)

scrow1 — Wed, 26 Jan 2011 11:20:05 GMT

I have several reports that I created (prior to 7.3) that included the purchase date field ID 61. For some reason, that field is no longer populating an actual date, it is now populating the word PURCHASE. What gives?

Interview Date - F/K/A Open Date

scooterwabbit — Wed, 12 Jan 2011 16:27:17 GMT

In the past, before the 7.3 conversion when there was just an "Open Date" and not a Prospect and Application Date, the Open Date autofilled in the Interview Date on page 4 of the loan Application.

Now, like for example on the loan file I am looking at, the Application Date is 08/04/10 and the Interview Date that prints out on the 1003 is 08/09/10. When I look in Point at Page 4 as well as Fannie Page 4, the Interview date is 08/09/10. Disclosures are dated 08/04/10 and credit is dated 08/09/10, so it makes it look like we took the loan file on 08/09/10 and we are out of compliance on our disclosures.

Has anybody else experienced this problem or can Calyx say if this can be converted back for the Interview Date to be the same as the Application Date or Prospect Date?

Thank you!

Starting files in prospect

kchuskers — Wed, 05 Jan 2011 12:37:23 GMT

Is there an easy way to block LO's from starting files as "borrower"? I want every file to start in prospect and move them to borrower when it is time.

Thank you

Doc Storage Error

julie — Tue, 21 Dec 2010 12:32:05 GMT

On several different work stations, upon uploading docs to doc storage, the following error is encountered: Calyx Point has encountered an error that it could not recover from. Error Code: 0xC015000F. Doc storage may list the item that was being uploaded but it cannot open it without encountering the same error. Knowledge base had no info on this error that I could locate. Can anyone assist or has anyone else encountered this?

Force auto file naming

rawdr — Mon, 26 Apr 2010 19:03:15 GMT

An auditor told one of our processors last week that it was a requirement that auto file naming be used, i.e. borrower names and the like are not used in the filename. I find this a little perplexing as 1) its just an internal file name used by the computer, and 2) I see no way and have found no mention of the ability to [b]force[/b] auto file naming in Point.

First, can this be accomplished?

And second, has anyone heard of this kind of requirement or know what the auditor might have meant?

File Upload Progress

mhillis — Wed, 21 Apr 2010 10:36:37 GMT

There are several times I have users that think Point has locked up when the file is being uploaded in to the eloanfile. Can you please add a file upload and download progress bar so we can see how long it will take to upload and then download from the server.

Matthew

Setting up rules

scrow1 — Thu, 01 Apr 2010 12:40:27 GMT

OK. I have been working on our rules, in preparation of flipping over to POINT Central, testing and testing.

I want to set a rule that will not allow a closer/processor to go to docs unless the loan has been marked as "Clear to Close", but I want "Clear to Close" to ONLY be able to be completed by underwriting, to ensure underwriting approvals and documents integrity (loan amts, conditions being cleared, etc). Do I have to set up 2 separate rules for this?

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.

Loan status screen

tomtrahan — Fri, 12 Mar 2010 12:12:14 GMT

Point rookie here. On the track/status screen, can you add a status globally to impact all loans? I know the answer to this is likely easy, but...........

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?