Calyx Software Message Board / Calyx Point / Data Import / Export

Point 6.2 work folder

m00se — Tue, 23 Sep 2008 09:15:17 GMT

Did the work folder in 6.2 get put somewhere more... accessible?

Conditions Info not in Prospect

Dee — Wed, 10 Sep 2008 13:14:09 GMT

We have set up some hardcoded condtions in the Track Conditions screen which is only available in the Borrower data folder. Is there any way to get this info populated when the file is moved from Prospect to Borrower without having to reimport the borrower master template. Each time we do this it wipes out our escrows.

Dee:(

Point SDK?

MBeckner — Thu, 07 Aug 2008 10:12:44 GMT

Is the Point SDK available? Are there any specs? What is the cost?

This .NET programmer is gonig nuts :crazy: trying to deal with the proprietary file format.

Import from Optimal Blue

vero — Wed, 18 Jun 2008 18:15:55 GMT

I am trying to set up an import from Optimal Blue (our pricing engine). I have followed the instructions on from the KB but cannot get it to work. I believe it may have something to do with the file I am importing from. OB generates a csv file which I then save as txt (tab delimitted) file. I am attempting to update existing files with lock information. It says Batch Imported but the fields in the file are empty. What am I doing wrong??:crazy:

Import file does not update the index

EHald — Wed, 11 Jun 2008 14:05:19 GMT

We have a process that we import application information from a website and use the import.exe function to import files into Calyx. The problem is that very frequently, but not always, after the import process is completed, the file does not show up when you perform a search for the file.

We have verified that the actual .brw files are in the \borrower folder but not visible under the search outputs. It does not matter if we search by filename, borrower, etc they do not show up. The only way we can see the files is if we do a "Rebuild list" on the data folder. After this, we have no issues with the actual files missing data.

This happens with Windows XP Professional and Windows 2000. It started when we were using version 5.1 and has stayed around through several updates.

Any thoughts? We originally thought it might be a lock problem as many of our users use shared data folders on network shares and the .idx might be locked by another user. We have discounted this as it also happens to users on their Primary Folder on the C:\ drive.

Trouble Rebuilding lost Point Files !!!

TMancuso — Fri, 23 Nov 2007 20:10:21 GMT

I had all my point files on my old laptop which had ver. 5.6. I tried to rebuild them on my new lap top which has ver. 6.0, but once I rebuilt the list...When I tried to open the files in 6.0, I get this error message box."Incorrect File Format" " Unable to read the file because it has an incorrect format or it has been corrupted. (Note: After the rebuild, the only column that is populated is the File Name colunm. all others, Borrower,Loan Status, Processor, Loan Rep are blank.) But like i said when I try to open the File Name i get that error message???Any suggestions on a fix ?

Point 6.1 Winpoint/Work folder?

Anchornv — Thu, 15 May 2008 15:38:59 GMT

Now that we've upgraded to the 6.1, what happened to the C:/Winpoint/Work folder that the fnm applications gets saved to? All previous files saved there have been deleted.

.FNM file has blank liability line

keystone — Mon, 19 May 2008 08:32:13 GMT

Hello,

Our company uses three different pieces of software that are able to produce exports of a Fannie Mae 3.2 File. Out of the three the only one that has this issue with Calyx Point. I have contacted Fannie Mae and they informed me that the liability line is not required inside of its file.

We have an issue when a LO uses Point and exports a .FNM file with no liabilities. The LO then uploads this file into another one of our systems and that system has a problem because there is no data being passed. If you look at the .FNM file with notepad you will see that line 06L is added when its not needed.

Can this be corrected?

Thank you,

Eric J. Lilly

Data import/export

Susie G — Thu, 22 May 2008 10:14:04 GMT

I am having trouble with exporting 1003 data to Fannie Mae do/du. My "work" folder has disappeared. I can go to file, export, fannie 3.2, then I try to go to the work folder, and isn't there. Anyone else having these problems?

Susie

Question regarding Loan Program Name

Hula — Wed, 14 May 2008 13:24:36 GMT

We need to export from Point through a DataTrac interface the Loan Program Template "File Name". Other than the .lpr file, is there a table that contains the Loan Program Template File Names?

Ideally, we need to have a map of Loan Program TEMPLATE File Name to Loan Program Names.

Export user defined field possible?

Rob@Work — Mon, 31 Mar 2008 18:25:18 GMT

I created a User Defined screen with a few user defined fields. One of them contains data that I would like to export but those fields are in the 20,000 range. Is there some way to get that small bit of text into an export template?

TIA

Import Credit Report PDF

timmillican — Tue, 01 Apr 2008 13:28:24 GMT

Is it possible to import a previously pulled credit report? Using a template and the field mappings I am able to populate the liabilities, but I do not see any mappings for the actual pdf of the credit report. Also in the liabilities there is a check box for "Omit" but there is only 1 mapping for it of 20149. Is there a way to check this box per individual liabilities?

How to do bulk export?

MBeckner — Thu, 10 Apr 2008 08:50:03 GMT

I have been tapped to develop an application which will ultimately recycle historical loan/prospect data into the company's CRM system. I am only marginally familiar with Point software (the co is using 5.3), but I have not been able to find a way to do a bulk export of data into a single file, such as a .CSV, so that I can DTS or SSIS into SQL Server.

Is there a way to do this? And if so, are there any hooks that I can access from a .NET app?

Thanks for any info.

Mike Beckner
Assured Quality Technology Group
mbeckner@aqtechnology.com

Empty row in import template

HMLender — Mon, 04 Feb 2008 23:26:06 GMT

Do I have to give it a column number? If I don't give the blank row a column number then does the importer not even see the empty row?

Double Field ID's

HMLender — Tue, 12 Feb 2008 10:44:49 GMT

There are some fields, mainly check-boxes, that seem to have two field ID's. For instance the Self-employed field for the first previous employer for a coborrwer has two id's 5560 and 20130. You can see 20130 by enabling the "display field id" option under utilities. But if you load a file id file and print that page it says that check box is 5560. So which one is correct? There are a few other ones just like that.

Loan amount field id

HMLender — Thu, 07 Feb 2008 22:16:44 GMT

Is the correct field ID for the loan amount field on the Prospect Information 11? It doesn't seem to map for me.

EDIT: Also what is the Field ID for the first two check boxes in the Current/Former Employer section on page 2 of the loan app? One is "Current Employer" and the other is "Self-Employed."

Convert a database-suitable file (.txt, .csv, .xls, or .mdb table) to a .BRW without going thru Point app.

VBA Wizard — Wed, 27 Feb 2008 14:09:51 GMT

I know you folks have probably answered this before, but I've got a situation here that I would like to take a short cut on. After all, the benefits of someone else's experience is a lot better than having to turn over a thousand rocks on your own...

Problem: I've got loan data in flat files (.txt, .csv, .xls, .mdb table) that come in from an outside source and I need to upload them into an app (not Calyx Point) that will import .brw files. These files may contain one or more loans in table form.

Need: What options do I have (regardless of cost, but the cheaper the better) of being able to do this WITHOUT having to install Point and manually import them into Point to get .brw files? Calyx or third-party solutions welcome. I'm an enterprise-level VB and VBA developer so don't be shy with the technicals. Also, if you have any SPECIFIC solutions (comapny product, etc.), please include them.

Thanks for your help!:)

Import Limitation During CSV Import / Update Files to Point 5.3?

jsimms — Fri, 15 Feb 2008 14:21:25 GMT

Hi - I've been trying to perform a batch update of a number of different .brw files via a CSV import process. During the import process, Calyx reports that it has successfully updated the files, but upon inspection, it only updates approximately 250 files of the 1,500 files that I'm trying to update.

Is there a limitation on how many files can be updated at a time?

Import.exe with PDS in .net

timmillican — Mon, 04 Feb 2008 16:43:03 GMT

I am developing an internal, web based "loan application" in c# .net that is used by our staff. We currently have a separate server running PDS. I have successfully imported the information into Point using the import.exe method, in a development environment locally.

It seems that when I use this method and write the data to a folder locally it then populates on the PDS because I am running the client version of Point on my machine with PDS enabled.

I am going to run this loan application on one of our production web servers but I am wondering a few things:

1. Does the Point client have to be running on the web server to use the import.exe method?

2. Is there any known security issues with running Point client on a web server?

3. If I run a client install on the web server with PDS enabled and I import locally on the web server, will it populate on the PDS the same way as on my machine?

Thanks in advance for your help

3rd party plug in development

Boot2TheHead — Sun, 03 Feb 2008 16:53:03 GMT

A friend of mine in the mortgage biz asked me to look into this. I'm wondering if there is any possibility of building a plug in for point. Is there a 3rd party dev kit out there for Point? I had heard about 1.5 years ago that one was coming...

Marking a point checkbox

HMLender — Mon, 28 Jan 2008 10:51:08 GMT

Okay so lets say I want to setup an import template and I want to be able to check boxes like ID # 1190 which is for the Purchase check box in the Purpose of Loan field. What will trigger the box? Can it be anything or does it have to be "yes" or "Yes" or what?

Thanks.

Import Template Format

HMLender — Sat, 26 Jan 2008 18:53:23 GMT

So i've been working on making an import template to take txt files emailed from our online form and entering the data into point. I've pretty much figured out what I need to do except it would be a lot easier if instead of being column based the template was row based. As it is the txt files we get are like such:
"Name: john smith
Address: 123 funny st.
...
"

Whereas the template is preset to look for data as such:
"
Name Address...
John Smith, 123 funny st...
"

So any chance I can get the template to work via row's instead of columns?

Also does anybody know of any premade 3rd party templates that I could just customize my form to?

Thanks.

Importing HMDA Field - Action Taken

jbowen1094 — Tue, 22 Jan 2008 23:10:57 GMT

How do you import items that are in drop down lists such as Action Taken? The loans would qualify as "loans originated" in the drop down. Some drop downs will receive a 1 or a 0 to import it as the first item in the dropdown.. This does not work for action taken.. Does someone know the secret?

How to open a .fnm file in point

ravi.inuva — Tue, 22 Jan 2008 06:27:55 GMT

I am a loan processor. One of my brokers i work with sent me a point file in .fnm format.So someone one can tell how to upload this file to my calyx system. I am normally used to getting files in .brw or .pcf format.Help will be appreciated.

Thanks
Ravi

Exporting 1 BRW record to ACT - trouble creating template

mmullin — Tue, 15 Jan 2008 16:11:44 GMT

I've followed the instructions in Point to create an Export Template:

Selected Output Format as custom ASCII.
Executable to Launch is left blank.
Document to Link to is left blank.
An Output File Name was created.
Fields for export selected.
Saved file.

I opened a BRW record and selected my template for exporting - received error message "Export Template did not contain any fields to export." The file in question is a complete borrower record of a closed transaction and there certainly is data in the selected fields.

Any idea on what I'm doing wrong?

Thanks

Need export file for FICS Mortgage Servicer

Cynthia — Thu, 18 Oct 2007 08:47:52 GMT

We recently upgraded our servicing program to FICS Mortgage Servicer. I would like to know if anyone has created an export process for this software.

It is my understanding that the only file type that I can import into FICS is "coma delimited".
Can someone assist me with getting my information from Point to Mortgage Servicer?

We really need to be able to do this simply or our board has decided to change our origination product to the FICS Mortgage Producer. I really like Point and want to keep it!

Client Relationship Management

Marine — Wed, 31 Oct 2007 12:00:34 GMT

Hello,

Which CRM integrates well (exports/imports seamlessly) with Calyx 6.0?

What CRMs do you have experiences with?

Thank you,

Marine

Bulk Export of Loans

jkenny — Wed, 07 Nov 2007 07:20:24 GMT

I have a situation where I need to export approximatly 125 loans out of point. I contacted Customer support and was told there was no way other than a Ascii Text Delimited way to do this. I am trying to get the export in FNMA 3.2 format.

Has anyone had any success creating some type of batch script or program to accomplish this? I am not looking forward to manually going into each file and exporting them one at a time.

If anyone has accomplished this with any success, please let me know. Thank you.

Contour to Calyx Point

keystone — Fri, 07 Dec 2007 10:56:51 GMT

Hello,

I have never seen the contour application before and am wondering how easy it is to export the data from the system to Calyx Point. Can the loans be exported as a simple .FNM file and upload to Calyx Point? How about other data, such as maybe contacts, or pre qual information ... Any ideas, insight would help.

Thank you,

Eric J. Lilly

Unable to create output data file on Export...

Rob@Work — Fri, 11 Jan 2008 12:02:06 GMT

In a flow in which we do a File/Export to a custom template, everything works fine if the target application (MSWord) is not active/open.

However, when we attempt an export to Word while MSWord is already active, we get the following error (and the process dies):

Unable to create output data file.

The target application is defined in the template (via path to the executable). Is there some command line option (e.g., /xoption) that we can add to the template to prevent this error? Or do you have another suggestion for my situation?

TIA and Enjoy!

SDK

ppham — Mon, 27 Aug 2007 09:41:27 GMT

Any date range on the release?

Need beta testers?

Users want to know. :)

Acces to Point Field 701 (current monthly mortgage payment)

Hula — Thu, 13 Dec 2007 12:18:32 GMT

Okay,

We are PDS 5.4. The import works, BUT for some reason if the loan type (Purchase or Refi) is Refi, the CURRENT monthly mortgage payment will not import (ID 701). It works okay for a Purchase, just not on a Refi. :w00t:

When looking at a file marked as Refi, the Current Mortgage Payment BUTTON is greyed out (however the actual field is white). If one is typing directly in the file, you can put the dollar amount into field 701.

Any ideas?

Dividing a married Tri-Merge Report

Justintime — Fri, 26 Oct 2007 08:20:37 GMT

I pulled a a couples Credit Report Together but unfortunately the husbands credit is not good. Which we already kind of new. The wife which is the Borrower and the husband is the Co-Borrower on the Point File. I Pulled the credit Together so its combined how do I Divide it so it takes the Husband off of the Report? I have already removed him from the loan application on Point 6.0 just looking to divide their credit file. Thanks

Import.exe and PDS server

cyraenian — Fri, 13 Oct 2006 09:10:12 GMT

I have been using import.exe for years to both create and update prospect/borrower files. Recently we switched to PDS server and I now find that import.exe will still create files but will no longer update existing files. Any ideas what happened and how it can be fixed?

Thanks,
Mike

Importing FNMA 3.2 into Point

bbsys1 — Fri, 12 Oct 2007 09:51:38 GMT

I am trying to import a FNMA 3.2 file into Point v. 5.4 and when I get to Point, my employment information for all borrowers other than borrower 1 is missing. I also tried exporting a FNMA 3.2 file from Point and re-importing it into Point and I get the same result. Any ideas?

Any changes to Field ID's since v5.2?

mbell — Thu, 30 Aug 2007 15:43:28 GMT

I'm doing testing for a client with an import/export utility. He is using version 5.2 and we are using field numbers from fieldID.xls to create the import/export files. My concern is that a newer version of Point may have some changes to the field ID's. Does anybody have a copy of the fieldID.xls for a more recent version that they can send me? Thanks in advance,

Alternatively if someone can confirm that there haven't been any field ID changes from version 5.2 to the most current version that would work also. Thanks in advance for any help.

Looking for Field IDs for checkbox fields

dmorrissette — Fri, 28 Sep 2007 08:55:12 GMT

I am creating a new data export and would like to include Lien Position, property type, impounds. I know that for Loan Type (conv, FHA, VA, Other) you can use the field id TYPE and it will enter which ever box is checked on the application into your form. Is there a list of these types of field ids anywhere?

Also, can you only use the first 50 columns of a data export template to export to a mail merge in word?

Importing Point Files

DuNuNuBatman — Thu, 16 Mar 2006 11:45:15 GMT

I am developing an online web application that will send the data via email to a specific user that will distribute the information to one of our loan officers. What is a good format to store the content of the applicant in. I was looking at creating a *.brw file to distribute but the format is cryptic.

I can't seem to find any developer information on your site, so I thought I should post here.

Imported Loans that won't go away

TomA — Tue, 25 Sep 2007 09:36:34 GMT

Hi, I'm a new Point support person. We had a system outage awhile back. As part of residual damage we were left with about 10 Loans that continue to say they are ready to import. No matter how many times we import they continue to stay flagged that way. Does anyone know how to turn that flag off?

Thanks.

Importing for Good Faith Estimate

ppham — Mon, 27 Aug 2007 10:13:05 GMT

It looks like a nightmare regarding all the checkboxes. Has anyone done this by chance?