February 23, 2012
BJ Bounds
We all want the latest and greatest software, right? It’s no different when it comes to Internet Explorer. The last release is out and it’s all the rage. Not everybody can download it, though, because it doesn’t work the older operating systems (i.e. XP).
If you’re using Microsoft Vista or 7, this article is for you.
MyCalyx and IE9 don’t always get along. So if the MyCalyx prerequisite check page loops after restarting the computer, you’ll know instantly that your initial compatibility setting in Internet Explorer needs attention.
It’s an easy fix.
- Close all web pages
- Click the Install Point link from the installation e-mail that you have received.
- From the Prerequisite page, click the compatibility icon on the menu bar. (The compatibility icon is the page break icon that is to the right of the address bar).
- Close the web pages and click Install Point from your MyCalyx installation e-mail.
That’s all it should take! If you’d like screen shots or additional details or alternatives, visit the Knowledge Base article #0353.
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Posted by BJ Bounds
February 22, 2012
Jessica Thompson
Home ownership, for some it is the investment of a lifetime, however without proper knowledge of the industry it can be a confusing, frustrating and down right scary time. Many customers need mortgage experts and financial professionals that leave them feeling confident about mortgage options – eager and unafraid to begin their dream of home ownership.
Taking your mortgage business online allows for both customers and your business to have smoother application process. However, while online applications and technology are the wave of the future, it’s also important to make sure your customers are receiving the best customer service and relationship experience possible. Calyx® WebCaster® allows for a great customer service experience for those customers weary about filling out their first applications alone and for customers who want a loan center 24/7.
WebCaster secure online loan center provides a seamless integration with Point® and PointCentral® so you can make sure your customers are receiving the best customer service and relationship experience possible. WebCaster also includes real-time loan status reports, pre-qualification for visitors to your site with a single form, loan calculators that calculate optimal down payment and interest rate all while offering you a flexible and expandable website that is easily customizable and user friendly.
Don’t leave your customers trapped in technology in one of the most important purchase of their life. Instead, help them with great customer service online, with WebCaster, and offline. Request a demonstration and see what WebCaster can do for you by clicking here.
Leave a Comment » | Product Info & Tips, Uncategorized | Tagged: mortgage software, loan processing, point, mortgage solution, affordable, PointCentral, Calyx Software, marketing, WebCaster, website, online | Permalink
Posted by Jessica Thompson
February 15, 2012
BJ Bounds
Today’s GFE topic deals with the month field. If your “First Change Can Occur In” field is not populating, there are a couple of things you might be missing in your forms.
- Make sure the “Can the interest rate rise?” checkbox checked on the GFE
- Make sure the “First Change” field is filled out under the Adjustable Rate Mortgage section of the TIL
- You must click the “Calculate” button at the bottom of the GFE window.
That’s the simple fix for today’s topic. If you’d like help with this or other GFE topics, visit our Knowledge Base.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, federal compliance, GFE 2010, LOS, mortgage software, point, Point 7.5 | Permalink
Posted by BJ Bounds
January 19, 2012
BJ Bounds
Have you ever been working in the Secondary Marketing screen and realized that both the Lock Confirmed and the Lock Requested checkboxes are grayed out, thus preventing you from selecting either of them?
You’re not alone. This will happen if the Point file has been copied from an older file created in an earlier version of Point.
You can fix it by creating and importing a template into the affected loan file. Knowledge Base article #751 has complete step-by-step instructions that will get you where you need to be with your file without starting over.
You can always visit our Knowledge Base 24 hours a day for instructions and helpful hints for many of your questions and concerns about your Calyx software.
If you’d like to speak to one of our support team members during our normal business hours, please call 800-342-2599. As a reminder, your account must be on the latest version of Point take advantage of free personal phone/email/chat support.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, LOS, mortgage software, mortgage solution, point, Point 7.5, Support | Permalink
Posted by BJ Bounds
January 18, 2012
Jessica Thompson
It has been said that it takes months to find a customer and only seconds to lose one. In a time where the market is shrinking, the relationship with your customers can be the key to retention and success of your business growth. You need a technology solution that makes it easy to take mortgage applications without sacrificing customer service and quality.
Calyx® WebCaster® will not only allow your customers access to 24/7 online mortgage applications, but with a secure online loan center it provides a seamless integration with Point® and PointCentral®, so you can make sure your customers are receiving the best customer service and relationship experience possible. WebCaster also includes real-time loan status reports, pre-qualification for visitors to your site with a single form, loan calculators that calculate optimal down payment and interest rate all while offering you a flexible and expandable website that is easily customizable and user friendly.
Online applications and technology are the wave of the future, but it’s important to make sure your customers are receiving the best customer service and relationship experience possible without trapping them to technology. With WebCaster you can give your customers the best experience offline and online during one of the most important purchases of their lives.
Click here to request a free demo of WebCaster today!
Leave a Comment » | Product Info & Tips | Tagged: affordable, Calyx Software, loan processing, marketing, mortgage software, mortgage solution, online, point, technology, WebCaster, website | Permalink
Posted by Jessica Thompson
January 17, 2012
BJ Bounds
PDF may be the greatest invention since sliced bread. It’s so universal and it certainly comes in handy when sending documents that you do not want edited and that everyone else can easily open.
Most of the time…Every once in awhile, you may receive a PDF file that contains a “portfolio” feature that does not conform to standard PDF specifications or it includes graphics that are not support by Point’s viewer.
If that happens, there is an easy fix that allows you to still store the document in your document management system and view it outside of Point.
Here is what you do:
- Open the document management system
- Highlight the PDF file that Point cannot display
- Click the View button to view the file using Adobe
- OR click the Save As button to save the file on your desktop before opening it with Adobe
For additional details or screen shots on this or other questions, visit the Knowledge Base or Support site at any time of the day or night.
If you’d like to speak to one of our support team members during our normal business hours, please call 800-342-2599. As a reminder, your account must be on the latest version of Point take advantage of free personal phone/email/chat support.
Leave a Comment » | Product Info & Tips | Tagged: Calyx Software, mortgage software, point, Point 7.5, PointCentral, Support | Permalink
Posted by BJ Bounds
December 21, 2011
BJ Bounds
I’m sure everybody loves the simplicity of doing fixed rate 15 or 30 year mortgages. But that’s not always the best solution for your customers. So you’ve got to give them the option of the dreaded adjustable rate mortgage and figure out their payments.
Too hard, you say? Not with Point, I say.
Point will accurately calculate the payment schedule for an ARM just as it will with fixed rate loans. You just have to know how to enter the data and we can help you with that.
Our technical gurus have put together simple guide for you that will walk you through the process.
If your eyes cross figuring out the printout, they’ve also created a helpful video that can uncross those baby blues in just a few minutes.
Process ARMs quickly and squeeze-free with technical support via the web or phone at 800-342-2599.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, loan origination, loan processing, mortgage software, point, Point 7.5 | Permalink
Posted by BJ Bounds
December 15, 2011
BJ Bounds
Have you ever wanted to create a custom form or report and needed to include fields that are not already pre-populated in the drop-down list of most used fields? In order to add additional fields to your forms or reports, you need the field ID.
How do you get the field ID you ask?
It’s a piece of cake. And once you find the field IDs you need, make sure you write them down or print them out for future reference just in case you need to create another customer document or report.
How to load all Field IDs at once
- In Point, open a Prospect or Borrower file.
- From the Menu bar, select Utilities > Load Field ID > Prospect or Utilities > Load Field ID > Borrower.
How to find Field IDs in Microsoft Excel
- Open Microsoft Excel.
- From the Menu bar, select File > Open.
- From the Look In dropdown list, select My Computer > Local Disk C: > Winpoint.
- Double-click the fieldid.xls file.
- Search for keywords by going to the Menu bar and selecting Edit > Find.
- Enter keywords for the field and click Find.
Voila! You now have all the field ID numbers you need at your fingertips! For additional information and screen shots, visit Knowledge Base Article # 0299.
Need help getting all your processes automated? Call your account representative at 800-362-2599 to schedule a Professional Services consultation.
Leave a Comment » | Product Info & Tips, Professional Services | Tagged: calyx point, Calyx Software, point, Point 7.5 | Permalink
Posted by BJ Bounds
December 14, 2011
BJ Bounds
Give your business the gift of customized online consultations!
Calyx Professional Services veterans are experts in the industry, and experts in Calyx Software. With their help, you can optimize your business by fuel-injecting your PointCentral’s overall efficiency.
Engage thoroughly with professionals that not only can help set up your software’s structure and business workflow, but they can knowledgeably explain how it all works in real-life scenarios that affect your business.
Visit with your account rep to explain your priorities and the things you’d like to accomplish during your consultation.
Our Professional Services team will evaluate and diagnose your needs list so that when your consultation is scheduled, our team member can maximize the effectiveness of the allotted time so that you get everything you need—and more—from your online session.
Spend an hour or two getting your business ready and streamlined for the New Year! Call your account representative at 800-362-2599 today!
Leave a Comment » | Product Info & Tips, Professional Services | Tagged: calyx point, federal compliance, point, Point 7.5, PointCentral, professional services | Permalink
Posted by BJ Bounds
December 13, 2011
BJ Bounds
MyCalyx.com has made updating your Point software quick and easy without the time consuming CD shipping and sharing. But we’ve heard from some of you that you don’t always have “authorization” to begin the installation. This is a simple fix that involves your Windows registry.
If you receive the message “You do not have sufficient privileges to modify the registry,” you have a couple of options but you’ll need administrative access or you’ll have to get help from your administrator.
- Windows: requires Administrator login information
- Close all programs
- Logoff of the computer
- When the Windows login screen appears, log in as the Administrator
- Access the installation e-email and install Point
- MyCalyx: your MyCalyx administrator can create an installation setting on MyCalyx.com which will initiate the installation with administrator credentials.
Either way, you’ll be on your way to a successful Point installation in no time!
If you would like to see screen shots and step-by-step instructions, visit our Knowledge Base article #0745.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, point, Point 7.5, Support | Permalink
Posted by BJ Bounds
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