Processors

MORTGAGE PROCESSING TRAINING

Workshop: Making the Most of Calyx Point™

"Improve your accuracy, decrease input time, and track those vital details."

This 4 hour workshop will help you get a handle on processing using Calyx Point. Many companies have developed elaborate handwritten systems, external databases, spreadsheets, and other tracking medium to control and monitor the loan process. Calyx Point, when used correctly, can eliminate most if not all of these external systems, decrease or eliminate the need for double entry, help keep loan officers from hovering over the processors, and increase processing proficiency. Some of the subjects covered will be:


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	Creating a pipeline report that really works! Simple pipeline to keep loan officers off your back! Detailed pipeline to keep your boss off your back! Total pipeline to manage your workflow
	Focusing all your data input into Point Deciding what to track Eliminating redundancy Creating instant consistency
	Tracking every single detail in a loan using only Point How Point can track everything Which screens to use Which fields to use
	Managing multiple loan officers and multiple offices Using data folders Real teams vs. imaginary teams Administering access rights
	Dealing with contract processors Setting standards Technology requirements Security issues
	How to tweak Point to make it easier to use Modifying print menus Forms print groups Custom forms Outside programs
	Using Point 4.x with AUS systems Minimize input Quick audit of fields Quirks of vendor AUS
	Scheduling using Point and Outlook Exporting a borrower to Outlook Setting up schedules Outputting critical tasks to Outlook Managing meetings, closings and LO's with Outlook
	Disclosing via e-mail Simple disclosure rules Ensuring security Ensuring delivery Dating and signing disclosures Disclosure packets
	Using master templates on existing files Overlay vs. templates Using multiple templates Setting them up
	Using custom documents for internal processing and shipping A form for every occasion Managing internal forms Simplifying submission, underwriting and shipping
	Getting management and loan officer buy-in A case of the tail wagging the dog Using questions One-on-one meetings vs. group meetings If you are a processing manager
	Protecting your data Behind the firewall Encrypting data Protecting your work - administrative rights
	Many more useful and amazing tricks... Sharing your data Creating "pretty" reports in Excel Keeping other data with a borrower file Maintain accurate pricing A lock is a lock - managing lock expirations Being disciplined the easy way Creating the perfect file Managing pre-quals Much, much more ...

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