May 21, 2013
BJ Bounds
At Calyx, we’re humbled by the loyalty our customers have shown us over the years. And even though we’re in business–like many of you–to earn a living and prosper, we don’t charge current clients for support and training. After all, you’re using our product, and we want to make sure you get the most out of it as you can.
So anytime you need our help, you have it. We have 24 hour online support through our Knowledge Base articles that walk you step-by-step through almost any process you might need.
Additionally, as a current account holder, you—or any member of your staff— can call 800-342-2599 or email at support@calyxsoftware.com for personal support during our normal office hours of Monday-Friday 8am – 7pm CDT.
And not only do we offer free support, we also offer free web-based training on a myriad of subjects. You can take any class as many times as you need to so that you’re completely comfortable using your Point® software. You’ll learn tips and tricks that will help you do your job faster and better! Check out the schedule posted here every month.
Learn more about all the ways Calyx can help you. Call your account manager at 800-362-2599 today to make sure your account is current.
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Product Info & Tips, Training | Tagged: calyx point, Calyx Software, mortgage compliance, mortgage solution, point, PointCentral, Support, Training | 
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Posted by BJ Bounds
May 6, 2013
BJ Bounds
Today’s post is a short and sweet reminder to all current accounts.
Point and PointCentral 8.1 require Microsoft’s .NET Framework 4.0 to function properly. This version of .NET should be installed prior to attempting to download Point from MyCalyx. It’s a free download from Microsoft.
For more information on determining the version of .NET you currently have, and for the link to get the free download, visit our Knowledge Base article #844.
Remember, you must have .NET before installing 8.1.
For questions, call our support team at 800-342-2599 or send an email to support@calyxsoftware.com.
Not current? Call your account manager today at 800-362-2599 to get in on the latest in compliance and convenience with 8.1.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, Compliance, point, PointCentral, Support | Permalink
Posted by BJ Bounds
February 26, 2013
BJ Bounds
Point 8.0 SP2 treats FHA loans submitted to Freddie Mac a little differently than before. If you have attempted to submit an FHA loan and received this message: “07 LP 41: You have requested automated underwriting with reference number which is not a valid request for an FHA total resubmission,” you will need to complete one more step before resubmitting.
For complete details, you can visit the Knowledge Base article, but here are the steps you’ll find:
To remove the credit reference number so that you can submit to Freddie Mac:
- Open the Point file.
- From the menu bar, select Interfaces > Freddie Mac > Addendum.
- From the Merged Credit Reference Number (MCRN) section, remove the reference number next to the Borrower and Co-Borrower fields.
- Resubmit the loan to Freddie Mac and then manually enter the credit reference number in the Freddie Mac site.
If you have an un-married co-borrower attached to your particular loan file, you’ll have to remove the credit reference number from that file as well.
You can always find helpful information on almost any of your Calyx Software questions on our Knowledge Base 24 hours a day or you can email support@calyxsoftware.com.
Calyx offers free phone support for all users of current accounts. Call 800-342-2599 during office hours for additional help.
2 Comments | Product Info & Tips | Tagged: calyx point, Calyx Software, freddie mac, loan origination, point, PointCentral, Support | Permalink
Posted by BJ Bounds
February 6, 2013
BJ Bounds
It’s time to update your Point® software! Point 8.0 Service Pack 2 is now available for download at MyCalyx.com®.
SP2 has several compliance updates along with a updates and modifications to forms, interfaces and screens. Administrators should push this update to users as soon as possible.
Here are just a few of the highlights you’ll find in this software update:
- The Fees Worksheet block 2 has been updated with editable percentage or dollar amount fields and locked calculation fields that accurately reflect amount changes to the credit fields
- Several HUD forms have been updated with mandatory changes
- The Anti-Steering Disclosure has been updated to match the Good Faith Estimate
- The CLTV has been updated to properly reflect when a second mortgage amount is added
For additional details, visit the Release Notes or call our support team at 800-342-2599.
Account not current? Call your account management team today at 800-362-2599 to find out how our convenient monthly payment plan can simplify your budget and keep you in compliance.
Leave a Comment » | Product Updates | Tagged: Calyx Software, federal compliance, loan origination, loan processing, mortgage compliance, mortgage software, point, Support | Permalink
Posted by BJ Bounds
January 29, 2013
BJ Bounds
In carpentry, the rule of thumb is “measure twice; cut once.” It’s time consuming and can be cost prohibitive to start cutting before you’re absolutely sure of the measurements. Just being off (short) 1/8” can mean starting over.
The same concept can be applied to your APRs. If your rates don’t match your closing docs, or if they are too high or low, something is amiss. That’s why it pays to check—early and often!
You’ve got to make sure you have the right numbers on the Fees Worksheet for:
- Prepaid Finance Charges
- Adjustable Rate Mortgages (ARM)
- Mortgage Insurance
- Payment Schedule
- Graduated Payment Mortgage
- Construction Loans
Deviations in any of these sections can affect your rate amounts. Your lender can tell you what items you should include or exclude from your APR calculation.
You can get detailed instructions on checking your calculations on this Knowledge Base article.
For additional assistance with Point, our helpful support is available at 800-342-2599 for all users of current accounts.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, Compliance, mortgage solution, point, PointCentral, Support | Permalink
Posted by BJ Bounds
January 22, 2013
BJ Bounds
It’s almost that time again! Your first HMDA report of 2013 is due in March. If you haven’t started preparing already, you may be stressed out by the time it’s ready to send.
Don’t wait! Spring tax time is stressful enough without adding the pressure of incomplete industry report requirements!
Point makes reporting simpler to do but it does require some prep work on your end to ensure the fields you need are complete. Once your report is done, all you need is access to the FHA Connection via Point’s web interface to send it to HUD.
For step-by-step instructions, see our helpful Knowledge Base article.
If you have questions, you can call our support staff at 800-342-2599. As usual, technical support via web, email or phone call is free for all users of current accounts.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, Compliance, HMDA, point, Support | Permalink
Posted by BJ Bounds
November 20, 2012
BJ Bounds
So many of you have shown such interest in the Calyx Mobile Apps and we appreciate your enthusiasm. We love the convenience of mobile productivity and we know that you do too.
But we also know there is a definite learning curve to getting mobile apps set up and ready to sync with your Point® and PointCentral® systems.
If you’re spending time on the phone waiting for tech support and would like step-by-step instructions without listening to hold music, you can find them on our Knowledge Base.
These articles give you lots of information you can use to prepare your account and your mobile devices for Calyx Mobile.
Just click here and scroll down to the Latest Articles Section. You’ll find the most recent articles on Mobile Apps with instructions and screen shots.
If you still want to speak to one of our knowledgeable support technicians, you can reach them at 800-342-2599 during normal business hours. As a reminder, we will be closed November 22-23 for Thanksgiving.
Leave a Comment » | Product Info & Tips | Tagged: calyx mobile, Calyx Network, calyx point, Calyx Software, mobile app, point, PointCentral, Support | Permalink
Posted by BJ Bounds
October 19, 2012
BJ Bounds
We’re happy to provide unlimited free support to all of the users of current accounts and want to provide help to each of you in a timely manner.
We’ve ramped up our support staff to make sure you’re not waiting too long but we still have some times of the day that are heavier than others.
If you’re calling to get help with Point, the hold times are longest during lunch time. The shortest wait times are currently before 11am CST and after 2pm CST. Calls to 800-342-2599 are answered beginning at 8am CST.
If you’re not a current customer and want to get the latest in Point so you can get Mobile next month, call your account manager at 800-362-2599 and get 8.0 today!
4 Comments | General, Product Info & Tips | Tagged: calyx point, Calyx Software, point, PointCentral, Support | Permalink
Posted by BJ Bounds
September 6, 2012
BJ Bounds
Being able to submit your appraisals electronically to Fannie and Freddie is such a tremendous benefit to being current with your Point software. The Uniform Collateral Data Portal (UCDP) functionality can be found in your borrower file under Interfaces.
But if you want to increase the convenience factor, you’ll want to set up your preferences ahead of time so you’re not re-entering data on every appraisal you submit. It’s quick and easy.
All you need to do is make sure you have your UCDP login by calling 800-917-9291 or visiting www.veros.com/ucdp.aspx. Then just open Point and complete the following steps:
- From the menu bar, select Utilities > Uniform Collateral Data Portal Setup…
- From the Uniform Collateral Data Portal dialog box, enter your Fannie Mae or Freddie Mac Seller number.
- Enter the Business Unit #, User ID, and Password.
- Click OK.
If you need help getting your appraisals submitting through the portal, you can follow the detailed instructions found on Knowledge Base article #792.
If you have questions related to this update or any other technical issues, please contact our support team at 800-342-2599 or visit Calyx Support for additional information.
Leave a Comment » | Compliance, Product Info & Tips | Tagged: calyx point, Calyx Software, Compliance, federal compliance, point, Point 7.6, Support, UCDP | Permalink
Posted by BJ Bounds
August 8, 2012
BJ Bounds
If your borrower is waiving escrow, estimated taxes and insurance payments do not need to appear on the Truth-in-Lending form.
However, Point 7.6 prints those two amounts on the TIL every time. If your borrower has waived escrow, there is a simple work-around to keep taxes and insurance from printing on the TIL in those situations.
All you need to do is remove them from page 2 and enter them on the Fees Worksheet instead.
If you want step-by-step instructions with screen shots, please visit our Knowledge Base article #755.
Leave a Comment » | Uncategorized | Tagged: calyx point, Calyx Software, LOS, point, Point 7.6, Support | Permalink
Posted by BJ Bounds
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