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.
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Product Info & Tips | Tagged: calyx point, Calyx Software, LOS, mortgage software, mortgage solution, point, Point 7.5, Support | 
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Posted by BJ Bounds
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
January 12, 2012
BJ Bounds
Calyx is pleased to announce changes to our support processes that will reduce the hold time considerably for current customers.
As of January 3, 2012, free support is available to all customers with active accounts and current subscription dates.
Customers with non-current accounts must reactivate their accounts so that they may continue to receive the most current software…and free technical support.
Many of your questions and concerns may be answered on our Support Site, in the message boards, or in our Knowledge Base—and those resources are available to everyone 24 hours a day.
We truly appreciate our loyal customers and have made this change to better serve your needs and because we don’t like our hold music any more than you do!
Please continue to call our support team at 800-342-2599 for technical assistance or our sales team at 800-362-2599 if you need to reactivate your account.
Leave a Comment » | General | Tagged: calyx point, Calyx Software, Point 7.5, PointCentral, Support | Permalink
Posted by BJ Bounds
December 30, 2011
BJ Bounds
2011 is just about over…and now we have a whole new year to plan!
It’s exciting to think about every January as a “do-over.” This is the opportunity to do all the things you wanted to do last year but didn’t quite get around to doing them. It’s a time to plan goals, vacations, and house repairs.
If you make New Year’s resolutions, of course this is the weekend to make them. I always just have plans and goals throughout the year so promising myself something in January just doesn’t fit my structure.
But some traditions I do uphold. I make sure to have my black-eyed peas on January 1. Now I realize that black-eyed peas are not traditional all over the United States. I found out last year it must just be a regional thing. So it does make me curious as to the must-have/must-do traditions for you.
If black-eyed peas aren’t the “good luck food” for your area, what is?
Leave a Comment » | General | Tagged: Calyx Software, point, Point 7.5, PointCentral | 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 19, 2011
BJ Bounds
Point 7.5 Service Pack 1 (SP1) is now available for immediate download via MyCalyx.
This release has several improvements and enhancements to your Point functionality such as:
- Your Point generated PDF files will be clear and easy to read
- Emailed PDF files will send correctly
- Calculations in the HUD 1A and Anti-Steering Disclosure have been updated
- …and more
MyCalyx admins can select 7.5SP1 from the version list to apply it to select or all users.
If you’d like more information on these changes or other updates included in SP1, visit the Release Notes or call our support team at 800-342-2599.
Leave a Comment » | Product Updates | Tagged: calyx point, Calyx 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
December 8, 2011
BJ Bounds
MyCalyx allows you to set up installation groups to facilitate Point installation on both network environments and the PointCentral server environment. These installation settings work by configuring the Point installation on the client machine to access data files and templates from either a network location or the PointCentral server.
To create an installation setting, log into Mycalyx.com and click Manage Users, then Installation Settings. You’ll want to select “Create New Settings” from the dropdown list. Enter a name into the Name field that best describes this installation setting.
For network installations:
- In the Templates Directory Path, enter the path to the shared pnttempl folder.
(For example: \\Server\Point_Data\Pnttempl or H:\Pnttempl)
- In the Data Folder Path, enter the path to the shared data folder and then click the plus(+) symbol.
(For example: \\Server\Point_Data\Pntdata or H:\pntdata)
- Repeat step 7 for all data folders which you are connecting to the installation setting.
- Leave the PointCentral section blank.
- Click Save.
For PointCentral installations:
- For PointCentral, the Templates Directory Path and Data Folder Path should be left blank.
- In the PointCentral section enter the PointCentral service URL and security key. (For example, mypdsserver.calyxpds.com/service)
- Click Save
For both: When the installation setting is saved, you can assign it to a new or existing user. The user will receive an e-mail to install Point from MyCalyx.
For screen shots and optional steps for both types of installations, visit Knowledge Base Article # 0688.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, MyCalyx, point, Point 7.5, Support | Permalink
Posted by BJ Bounds
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