Calyx Software Message Board / Calyx Point / Miscellaneous

Field ID

keystone — Thu, 25 Sep 2008 10:38:15 GMT

Hello,

Can someone please tell me if any of the existing Field ID's were changed with the new release of 6.2? I couldn't find it in the release notes but then again there were some things that were changed and not in the notes.

I'm asking because I would rather not go through all 210 custom forms to check all the mapping. I've been told by others that in the past field ID's were changed with new version releases.

Closing Doc Interface - change to different company

Gigi@OMC — Wed, 01 Oct 2008 14:08:44 GMT

I received a call from DPS (closing doc company we've been using),this morning due a fax I had sent for some customization. I was told they are closing up shop and are sending out emails to users, however I hadn't received anything yet.

So, looking for recommendation for a replacement from other Calyx users.

Using RSS Feeds

Bryan Telford — Tue, 02 Aug 2005 14:47:38 GMT

The Calyx Support Message Board allows users to receive RSS ("RSS" stands for Really Simple Syndication) feeds from any forum. You download and install a simple program, add in your desired feed URL, and you receive the posts automatically in your RSS Reader for viewing. It's a great way to stay up to date on a topic before visiting the Message Board.

Next to each Forum Name you will see an "RSS" icon. When you click the icon a new page will open in your browser. Copy and paste the URL from the address bar into your RSS Reader's "add feed" feature.

A simple and free RSS Reader is available from www.rssreader.com

Excel, Powerpoint, and PDF

keystone — Wed, 27 Aug 2008 13:13:27 GMT

Will Point ever be able to handle Excel, Powerpoint, and PDF files? One of the main draw backs from Point is the ability to have our rate sheets, reports, and other marketing materials housed inside the software. With OpenClose our online vendor we have a place called InfoCenter where we are able to upload any type of file that users can pull down to their C: or attach to their loans.

Something like this would really be nice in the future.

Track>Miscellaneous?

Senk — Wed, 17 Sep 2008 14:54:45 GMT

So on page 280 of my Point 6.0 book, it says I should have this option to add conditions that might be requested from the client. However when I Select TRACK....there is no option for Miscellaneous. I would really like to be able to use this feature so that I can separate our Client conditions from the internal conditions.

I am in Point 6.1 and I am in a borrower file. (Not Prospect)

Is there something I need to do to activate this option?

Thanks.

Loan submission form

MCP — Fri, 05 Sep 2008 14:42:05 GMT

Could Calyx consider adding the lender case number to the uniform loan submission sheet?
Thank you

commission tracking

twoofsharp — Mon, 08 Sep 2008 13:20:54 GMT

Just wondered if anyone has found an easy seamless way to track commissions... excel is time consuming

Calyx Support Website

keystone — Tue, 26 Aug 2008 11:47:38 GMT

If you view the release notes for 6.2 at --> http://www.calyxsoftware.com/downloads/Point6.2.ReleaseNotes.htm there is a link on the page that will let you view a demo, well the demo takes you to a demo of 6.1 - this seems to be wrong?

Contact Date?

keystone — Mon, 11 Aug 2008 06:34:32 GMT

Am I correct in saying that the contact date that shows in the pipeline summary (list of loans) pulls from the Contact Info button on the bottom of the 1003? Also, am I correct in saying that this field does not auto populate and that a LO would be required to fill this out?

Thanks

Calyx Forms

jwindsor — Fri, 17 Feb 2006 13:03:41 GMT

Is there a way to modify a calyx form? Or should I just create a custom form. I want to fill out more of the 4506-T to include the dates and also checking a 2 of the boxes. Is this possible?

PrintGroups Folder

keystone — Tue, 05 Aug 2008 09:56:38 GMT

Can someone tell me the purpose of the above folder?

It looks like the files generated inside of this folder don't contain much data. Just the version number.

Ppd Fin Charge on Loan Comparison

cannan — Mon, 04 Aug 2008 14:12:19 GMT

I must be having a mental block today. I cannot figure out what the number at the bottom of the Loan Comparison report next to the APR line at the bottom of the report. The line is titled "Ppd Fin Charge". Does anybody know?

Thanks,

Chris

FNMA.INI

keystone — Fri, 25 Jul 2008 11:24:43 GMT

I'm looking for the file that sets the Fannie defaults. I need to alter the file so that it by passes the splash screen and chooses DU as the service to use.

In 5.4 it was located at C:\Winpoint\Tables\FNMA.INI - I can't find it in this location with 6.1. I understand I can do this through the GUI but I would like to know where the file is located.

Can you help?

Track Prs General or Track General

keystone — Fri, 25 Jul 2008 08:03:22 GMT

Hello,

With version 5.4 we utilized a section of the Track General screen that had Loan Prog, Float, Rate Lock, Date, Days, etc. These fields were mapped to certain custom forms.

Upon upgrading my tst pc to version 6.1 I no longer see these fields. Can someone point me in the right direction? I really doubt that they were "removed".

Loss Mitigation or Loan Mod

Captain Mortgage — Thu, 24 Jul 2008 12:42:24 GMT

Are there any tools in point that assist with loan modifications, short sales, or audits? I've heard rumors from different people that there is software built into point for this, but am unable to locate it. Any help would be appreciated.

Recast Period within Potential Negative Arms

jsimms — Wed, 23 Jul 2008 16:58:26 GMT

Hi - I was looking at an amortization schedule that was calculated by Point whereby the loan had a Adjustment Cap of 7.5%, an Adjustment Period of 12 months, a Recast Period of 60 months, the Max Bal % is blank, and the Recast Stop Period is blank.

Based on my understanding from the definitions within Point, the Recast Stop Period is defined as

"used to specify whether the loan has the ability to be recast again. If the loan cannot be recast again, enter the period in which it will stop. For example, if the loan recasts in 5 years enter 60 months, and if it cannot recast again, enter 60 months in the stop field."

So my question is I've come across a loan file where the Stop Period is Blank. Based on my understanding of the definition above, the Loan should Recast every 60 months as there was no Stop Period entered into the stop field. However, within the Amortization Schedule, the Loan Recasts after the first 60 months and then never recasts again.

Is this correct or have I misunderstood the definition?

Government page on the fannie mae loan app

sreichardt — Sun, 20 Jul 2008 16:36:27 GMT

Is there a way to have Point remember the FHA Lender ID on the government page on a fannie mae loan app so we don't have to enter it every time?

Upgrade to 6.1a - Now have to browse to file to assign task

Tornadojoe — Thu, 03 Jul 2008 07:39:57 GMT

Upon upgrading to point 6.1a several users have complained that they are now required to BROWSE to the file that they are trying to assign a task to when assigning tasks even though they are in the file they wish to assin the task to. Upon upgrading it seems the default file location pointer for the tasks assignemtns within the point file was deleted or something.

I've not attempted to uninstall and re-install yet... been too busy with other things but that is my plan to resolve this issue

Any suggestions??

Cash Deposit/Earnest Money

sb1920alk — Thu, 29 Mar 2007 16:29:28 GMT

When I enter an amount in the cash deposit field (Field ID 1291), it correctly flows through to the Details of Transaction section and the bottom of the Good Faith Estimate.

When I change the amount in field 1291, the change does not update itself to the 1003 or GFE.

Am I missing a setting somewhere that will keep these three fields synced up?

Thanks,

Locking the Conversation Log

sb1920alk — Fri, 18 Aug 2006 13:49:38 GMT

We would like to lock the ability to edit existing entries in the conversation log.

We very much like the new look and time/date and user stamp in 5.3a, but it allows anyone to edit entries left by anyone, which is very unfortunate for the way our office is set up.

We have users locked out of the secured areas, but they can still open, edit, and save existing entries.

Thanks,

Listing Agent in Open House Flyer

cannan — Thu, 05 Jun 2008 08:36:32 GMT

How do you add the listing agent to the open house flyer? I know it has to be simple but can't find it.

Help Save Our Industry Against HUD's RESPA Rule Change

jsimms — Wed, 04 Jun 2008 20:32:44 GMT

Proposed HUD RESPA Rule Change are threatening the future of the Mortgage Industry - please goto MortgageBroker.org to see how you can take action against these proposed rule changes.

www.mortgagebroker.org

Experience with Running Point in Mac Environment with Parallels & Windows XP

gmichels21 — Fri, 21 Mar 2008 16:26:45 GMT

Need a new laptop... Want a Apple MacBook Pro... Need to ensure Point will run well IF I use Parallels and Windows XP.

Does anybody share their experience running Point in the Mac environment with Parallels. Good, bad, worth the hassle to have the Mac and all it's great software and experience, etc... ?

Any help would be appreciated as I need to purchase the machine soon!

Thanks!

Grant

Open House Flyer

cannan — Tue, 13 May 2008 10:41:24 GMT

Are there some instructions somewhere on how to use the Open House Flyer? I would like to put a photo in the flyer but have not been able to figure it out. I have looked in Help but have found nothing and past posts have not given details on how to get the photo in the flyer.

Thanks for any help.

Adding Underwriter to Dropdown list

jack5083 — Wed, 30 Apr 2008 07:58:52 GMT

When Trying to add an underwriter to the drop down list through utilities I get an error that states "The Parameter is incorrect". once I hit OK I get the underwriter drop down box to add underwriters but there are not any in the box. We currently have about 8 in our drop down list when we add to our 1008 but nothing in the box when we try to add additional names. Any idea where I might find the folder that contains all the drop down lists? Any help would be greatly appreciated.

MERS MIN #

MelanieH — Tue, 22 Apr 2008 08:38:51 GMT

We are in the beginning process of getting signed up to use MERS MIN #'s and need a sample MIN #. Please advise how I can provide this without turning this function on in POINT.

Thanks,

Melanie

Exporting all usernames and passwords

daviddoran — Mon, 14 Apr 2008 15:44:36 GMT

Is it possible in Point Administrator to export a list of all usernames and passwords?

Issue with Other Income Description Field - V. 6.0a

JWean — Mon, 26 Nov 2007 08:52:40 GMT

We are utilizing Point Version 6.0a. Everytime we run AUS findings (DO or LP) the "other income description field" keeps getting deleted.

Hopefully, Point 6.0b will fix the issue, I've just installed so not sure. Anyone else having the same issue, anyone know of a way to solve, beside re-typing each time?:w00t:

Crash and Error Screen

Katiegms — Tue, 06 Nov 2007 07:05:37 GMT

I have attached a screen of the error message. This happens randomly, but SEEMS to happen the most when switching between data files.

Thanks in advance.

Calyx Point Users Group

Hula — Thu, 13 Mar 2008 10:57:50 GMT

Folks,

I am spearheading a movement to build a Calyx Point Users Group. Now, perhaps there is one already in exisitance. If so they are VERY low key.
Since my location is in the Metro Kansas City area, that is where we will start a local chapter. My suggestion is that if YOU are interested in participating in a Users group, you might start a local chapter in your neighborhood.
Anyone within the Metro Kansas City who is interested in joining, please feel free to contact me.

Does anyone know of a list of Point customers? I am interested in the Kansas City area.

Alias / Sanitized Calyx Files For Statistical Analysis Research

jsimms — Sat, 26 Jan 2008 21:43:44 GMT

Hi - I'm doing a research project and would like to hire someone to put together 200-400 sample Calyx Point version 5.3 / 5.4 or Encompass Borrower Files that simulate a variety of loans.

Ideally, these samples would be based on real loan and FORM 1003 data but [b] DO NOT INCLUDE ANY IDENTIFYING INFORMATION [/b] (i.e. [u] borrower names, social security numbers, phone numbers, email addresses, house number / street names, and account numbers would NEED TO BE CHANGED.[/u]

To be perfectly clear: I don't need nor want anyway to contact real people nor have the ability to match the information in the calyx point or ecompass files with anyone. This is a research project - I need sample names, sample street addresses, sample emails, sample phone, and sample SS#s filled into the Calyx Point / elliemae file for purposes of sifting data but I don't need real names or contact information (feel free to use a variety names based on Bart Simpson, Wilma Flintsone, Don Duck, Ben Franklin, Henry Ford, or whatever types of names suits your personality).

Specifically, I'm looking for a sampling of loans that have a variety of:
- interest rates, (both variable and fixed)
- property types
- loan types (primary, secondary, investment, purchase, construction)
- loan amounts
- down payment amounts
- appraisal amounts
- property addresses
- different terms / due dates / monthly pymts / interest only periods
- a variety of closing dates
- a variety of lenders
- ARM index types
- Representative FORM 1003 data (Employment history, Assts / Liabilities, etc BUT NO REAL ACCT NUMBERS!!)
- details of transaction (i.e. loan app info)
- different borrower income levels, credit histories, debt levels, asset levels etc

Specific Expertise: Knowledge of Calyx Point / Encompass and/or mortgage industry

Required Deliverable: Calyx Point .brw files / Encompass files

Please PMB me if you'd like additional information. Thank you.

Line 801 on CC scenario

ChrisSauerwein — Wed, 21 Dec 2005 08:15:35 GMT

I'm borderline embarassed to ask this (as it's so incredibly simple), but here goes.

We've recently added an origination fee to a certain product and for some reason the appropriate line (801) is greyed out when creating a closing cost scenario and I'm unable to populate a standard origination fee for this product.

Any suggestions?

CLTV problem

vistamtgpro — Mon, 17 Mar 2008 13:26:38 GMT

CLTV ratio (i.e. on the first "Borrower Information" page) keeps increasing.

This is what I do:

1. create file
2. enter all info on first lien
3. goto pg.2 and click "Other Fin"
4. enter appropriate info and "OK"
5. File -> Subordinate Financing -> Create New Second Mortgage...
6. finish entering all info on second lien

After everything has been created, if I close the file and open it again, CLTV (only on the first lien position) keeps increase.

How do I fix this? What am I doing wrong here?

If you need screen shots, let me know.

Rebuild Additional/Custom Fields Table not populating SQL Database

Mark_CPM — Fri, 31 Aug 2007 08:42:48 GMT

We currently use the SQL DB from PDS to create our own custom reports using Crystal reports. We send out reports to different branches of our company and have to customize them accordingly. The issue we are having is that when we rebuild the Additional or Custom Fields Tables it seems to remove the data from the SQL DB for those fields. The only way we have found to repopulate the data into the SQL DB is to go into each loan thru Point and save each file. We are wondering if there is a work around or some way to force all the data for those fields to populate inside the SQL DB without having to save each file thru Point individually. Has anyone else seen this behavior and can anyone provide some direction on how we might fix this issue?

Thanks,

Mark

Problem calculating PMI in v5.4

wbowyer — Mon, 26 Feb 2007 15:59:52 GMT

We've noticed that the PMI is off by different amounts, but on a $100,000.00 loan it's about $0.40 per month. The difference is between what you calculate on the GFE in Point, and what's actually printed (you can also see the difference in the print preview). On this loan, the PMI is $80.00/month on the screen, but $79.60 on the printout.

I tired creating a blank file but couldn't replicate the error. I had to go into one that already had data populated in order to get this, so it may be related to something in another field.

I have a sample file I can send if it's needed.

Assigned tasks, I get the reminder

pointandpdsuser — Thu, 05 Jul 2007 13:06:07 GMT

Hi All,
I'm running:
Point 5.4
PDS 5.3
Everyone has access to templates.
I create tasks for my LO's under their .brw file, I then create reminders for the task, I then assign the task to the appropriate LO, I always get the reminder. Is there a way to for the LO to get the reminders instead?

TIA

Other Payments locked box

hollinghurst — Wed, 16 Jan 2008 15:02:23 GMT

Delete co borrower's but on the borrowers 1003 the box marked "other payments" still shows the co borrowers debt it was not deleted. What do I do?

need a link to FHA3030.orr

ruth — Thu, 10 Jan 2008 10:37:45 GMT

I was not able to access this website through the address bar or searching on Google.

Can you provide a link

Tax and Mortgage Insurance

keystone — Tue, 08 Jan 2008 07:47:11 GMT

Can someone tell me what file/s that the Tax and Mortgage Insurance dropdown lists values are saved to?

Thank you,

Eric Lilly

Marketing?

Tmallion — Mon, 07 Jan 2008 09:35:36 GMT

I am the new IT guy for a mortgage broker. I am not very familiar with Point 6. I have been tasked with integrating a marketing strategy using Point. I want to do e-mails, letters, phone calls, etc. with Point information. I think what I am looking for is another product to integrate with Point to do the Marketing portion. Could anyone give me some insight to do this? Thanks.

Tmallion