Help with Point: Field IDs

December 13, 2012

BJ Bounds

This has been a very popular subject this year so the info definitely bears repeating.

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 

  1. In Point, open a Prospect or Borrower file.
  2. From the Menu bar, select Utilities > Load Field ID > Prospect or Utilities > Load Field ID > Borrower.

How to find Field IDs in Microsoft Excel

  1. Open Microsoft Excel.
  2. From the Menu bar, select File > Open.
  3. From the Look In dropdown list, select My Computer > Local Disk C: > Winpoint.
  4. Double-click the fieldid.xls file.
  5. Search for keywords by going to the Menu bar and selecting Edit > Find.
  6. 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 # 0061 or Knowledge Base Article # 0299 to learn how to add fields.

Need help getting all your processes automated?  Call your account manager at 800-362-2599 to schedule a Professional Services consultation.

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Posted by BJ Bounds

Help with Point: Opening a Point-converted PDF

March 28, 2012

BJ Bounds

Point is great about converting loan documents in to PDF’s.  It’s a wonderful tool that keeps your documents secure and un-alterable.  But PDF conversions can be finicky just like MS Word documents. Have you ever tried to save a word document with a “/” in it for date?  It’s frustrating, but it just won’t take it.

Well, similarly, if you’ve got an extremely long file path name or a “forbidden” character, you will see “”Could not open .PDF because it is either not a supported file type or because the file has been damaged” when you try to open it.

The solution is to convert your forms to PDF’s and save them on your C: drive.

If you need step-by-step instructions with screen shots, visit Knowledge Base article # 0769.

You can also find answers for many of your Point questions on the Knowledge Base with a quick search or if your account is current, you may call our Support Team at 800-342-2599.

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Posted by BJ Bounds

Help with Point: Got Wonky Screens?

March 27, 2012

BJ Bounds

Have you thought that your monitor was spazzing out on you when the columns on your anti-steering screen don’t line up or the buttons on your document management screen stretch off into cyber space?

Not to worry.  You don’t need a new monitor and Point isn’t trying out a “haute nuveau” layout.  You might need new glasses, though!

The problem is that the Anti-Steering screen is not compatible with some screen resolution settings. This usually occurs when the text size in Windows is set to a higher setting than the default.

If you want your columns to line up properly, you’ll need to revert back to the default resolution.  Depending on your operating system, you could do this in different ways.  For detailed instructions, visit our Knowledge Base article
#766 or #765.

You can also find answers for many of your Point questions on the Knowledge Base with a quick search or if your account is current, you may call our Support Team at 800-342-2599.

 

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Posted by BJ Bounds

Help with Point: Printing Custom Forms

March 22, 2012

BJ Bounds

If you’ve got Office 2010, you may have encountered a “Command Failed” message when trying to print a custom form.

This happens because Office 2010 runs a security check on the custom form document before Point can print the form.

What you have to do to resolve this issue is to download autoword.exe and input a new setting inside of autoword.cfg.

If you need step-by-step instructions with screen shots, visit Knowledge Base article # 0767.

You can also find answers for many of your Point questions on the Knowledge Base with a quick search or if your account is current, you may call our Support Team at 800-342-2599.

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Posted by BJ Bounds

Regain Confidence in Collateral with BuildFax®

March 21, 2012

Jessica Thompson

BuildFax’s dynamic building permit data provides a new dimension in understanding a property’s structural status and history, helping Calyx customers quantify condition and quality details as reported by the appraiser and thereby enhancing confidence, safety and soundness in new mortgage production.

  •  Once an appraisal is received by the lender, underwriters can easily compare the appraisal with building permit records to corroborate and quantify the appraiser’s observations on collateral condition and quality, boosting confidence to move forward with the transaction.
  • Identify potential issues with collateral ─ such as open permits ─ even before an appraisal is ordered, saving time and money.

TRY BUILDFAX FOR FREE! Sign up to receive a free 2-week BuildFax Trial. Find BuildFax under AVM Reports in the Point Services menu. To learn more, visit www.buildfax.com/calyx/gettingstarted, or call 855-237-8711.

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Posted by Jessica Thompson

Help with Point: ULDD and Freddie Mac

March 21, 2012

BJ Bounds

If you’ve encountered the message “Invalid content was found starting with element ‘ESCROW_ITEM_DETAIL’” when exporting a loan file to Freddie Mac’s ULDD site, you’re not alone.

The issue is with Point’s treatment of escrows during export.  Currently the escrows do not meet the parameters for ULDD.  But there is good news and good news about this.

The good news is that Point 7.6, currently slated for an April release, provides an effortless resolution to this issue.

The other good news is that there is something you can do until then to get your files to Freddie Mac. Here’s what you do:

  1. Remove the escrow amounts from the loan file
  2. Resubmit the file to Freddie Mac’s ULDD site
  3. Re-enter the escrow amounts in the Point file

For step-by-step instructions on getting the amounts back into Point, visit Knowledge Base article # 0773.

You can also find answers for many of your Point questions on the Knowledge Base with a quick search or if your account is current, you may call our Support Team at 800-342-2599.

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Posted by BJ Bounds

Help with Point: Exporting Cardex

March 14, 2012

BJ Bounds

You’ve been so good at keeping your contacts in your database but now it’s time to figure out just who you’ve got in there and perhaps do a little spring cleaning.

The best way to do that is to export them all out and work on them from a spreadsheet.  But to get to a spreadsheet, you first have to export them as a .txt file.

Here’s what you do:

  • Open Point.
  • From the Menu bar, select Utilities > Cardex Database.
  • From the Menu bar, select File > Export.
  • In the Export Custom ASCII window, keep the default options.
  • (The default settings will export the cardex as a comma delimited text file.) •  Click Export.
  • In the Export Cardex window, go to the Save in dropdown list and select Desktop.
  • In the File name field, keep the filename as Pointcardex.txt and click Save. This exports the Cardex records to a file on the Desktop called Pointcardex.txt.

Then open Excel:

  • From the menu bar, select File > Open.
  • From the Open dialog, select All Files from the File Type dropdown list.
  • Browse to the text file that you exported from Point and double-click on it.
  • Excel will open the Import Wizard for you to import the file.
  • From Step 1 of 3: Select Delimited and then click Next.
  • From Step 2 of 3: Check the Comma check box and remove the check from the Tab check box.
  • From Step 3 of 3: Click Next.
  • Excel will display the Cardex records that you imported.

Need screen shots to help you through it?  Knowledge Base article # 0771 has what you need.

You can also find answers for many of your Point questions on the Knowledge Base with a quick search or if your account is current, you may call our Support Team at 800-342-2599.

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Posted by BJ Bounds

March Calyx Network Update

March 2, 2012

Jessica Thompson

The March Interface Update took place yesterday, March 1st.  As a result, you’ll see two new services within your Point® software.

DigitalDocs™ under closing docs/Initial disclosures in the Services menu is now available in Point version 7.3 and higher.  Digital Docs specializes in meeting the technological, compliance, and documentation requirements of the financial and banking industries. Using Digital Docs you can easily generate any loan document package including disclosures, loan applications, closing instructions, loan closing documents and funding instructions. Digital Docs is integrated with Digital Delivery, Inc., a Fannie Mae tested eSign technology provider to provide a complete eMortgage solution including eDisclosures, generation of eClosing packages with SMART Docs, integration with Settlement Agents to support electronically signing title forms, integration with the MERS® eRegistry, and eDelivery to the investor with a click of a button. At Digital Docs, they view their relationship with our customers as strategic partnership.

Digital Docs is located under closing docs/initial disclosures in the Services menu. Visit www.digitaldocs.com  for more information.

PointServices under fraud detection in the Interfaces menu is now available in Point version 7.3 and higher. PitchPoint provides a comprehensive suite of fraud detection services to quickly validate loan data enabling lenders to reduce fraud prevention efforts and meet new investor requirements. Their PointServices system instantly searches billions of public records to verify borrower and property data, return transcripts including SSN Direct, 4506T and VOE.  Researches are available online to help investigate discrepancies and resolve false positives which can delay closing.

PointServices is located under fraud detection under the Interfaces menu. Visit http://www.pitchpointsolutions.com  for more information.

Remember, every month we add new service providers to our software. This enables you to have the tools you need to success right at your fingertips. Be on the lookout of our monthly blog about new Interfaces in Point!

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Posted by Jessica Thompson

Help with Point: Investment Loans

February 29, 2012

BJ Bounds

Calculating investment loan ratios involves a logic only Point would love.  The REO rental properties must be filled in correctly for the ratios to calculate correctly.  Here’s what you do:

1.  Open the Borrower Information screen

2.  Mark the file as an Investment

  • Mark the appropriate Lien Pos
  • Mark the appropriate Purpose of Loan
  • Fill in the Purchase Price (if applicable), Loan Amount, Note Rate, and Term/Due

3.  Click on the Investment button on the bottom of the Borrower Information screen.

4.  Enter the Gross Rent and Occupancy Rate for the subject investment property.

5.  Go to Loan Application Page 2.

6.  In section V. MONTHLY INCOME AND COMBINED HOUSING EXPENSE INFORMATION, complete the following steps:

  • Fill in the Gross Monthly Income for the Borrower and the Co-borrower (if applicable).  DO NOT enter Net Rent – The subject property positive or negative cash flow has been calculated from the Investment button that you entered in step 3.
  • In the Monthly Housing Expense(s) section, enter the payments for the primary residence in the Present column.

7.  Go to Loan Application Page 3.

8.  Scroll to the Liabilities section and enter all mortgages. Be sure that each mortgage is appropriately marked as an M in the R/L(I)/M field and the payment is in parenthesis.

9.  Scroll to the Schedule of Real Estate Owned section and enter all properties the borrower owns

  • For a refinance of an investment property, the subject property does not have to be the first entry in the REO section but it does need to have a check in the Subject Property indicator checkbox.
  • For any investment properties in the REO section, enter an R in the S/PS/R field. Enter the Gross Rent, Mtg Payment, and Insurance/Taxes for the Net Rent to automatically calculate.
  • If there is a second home, enter the total payment as a negative into the Net Rent field.

If you would like additional details or screen shots, visit the Knowledge Base article # 0455.  You’ll find more information like this on a plethora of topics on our Knowledge Base.

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Posted by BJ Bounds

Help with Point: It’s a jumble out there

February 28, 2012

BJ Bounds

If you’re using Point 7.5, you may have noticed that your PDF text appears jumbled when you print. You are not alone.

Our developers have identified it as a, Amyuni driver issue.  The quickest solution would be to download Point 7.5 SP1 which contains the resolution for this issue along with other updates you’ll want to have.

But if for some reason you need to hold off the SP1 rollout, there is something you can do to fix the issue yourself.  The solution is to manually remove and install the updated Amyuni converter drivers.

It’s not a hard process but it involves many steps. The instructions are detailed in Knowledge Base article # 0738.

You can always check our Knowledge Base for helpful hints with step-by-step instructions and screen shots for almost any question you have about your software.

 

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Posted by BJ Bounds

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