Calyx Point 7 Manual de usuario

Document Systems, Inc. 20501 South Avalon blvd., Suite B Carson, CA 90746 (800) 649-1362 http://www.docmagic.com September 28, 2007 CALYX Point to Do

Figure 4-4 Borrower Details Clicking the icon in the Details column for a particular Borrower allows for additional detail to be provided, such as

Figure 4-6 4.1.4. Terms/ARM Information DocMagic Interface GuideDocMagic Interface Guide - CALYX Point to DocMagic Online Page 9

Figure 4-7 Rate Type Specifies whether the loan is Fixed or Adjustable. When Adjustable is selected, the ARM area is enabled. When specific field

4.1.5. Providers/Liens Information Figure 4-8 Pressing the down arrow displays the list of 28 Service Provider Types. Figure 4-9 When you

After selecting the services associated with this loan, clicking the down arrow in the Company Name column will display the list of stored Service Pr

Charges Pressing the down arrow displays a list of current charges. Select the charge from the pop-up list. The charge enables defaulting of the cha

4.1.7. Payoffs/Premiums Information Figure 4-12 Premiums Enter any broker rebate or service release premiums, paid outside of closing, by enterin

First Lien = $65,000 DocMagic Interface GuideDocMagic Interface Guide - CALYX Point to DocMagic Online Page 15

4.1.8. Impounds Information Figure 4-13 Impound Payments Enter the number of disbursements in a year. For example, property taxes paid twice a ye

Note: The aggregate adjustment is simply a direct adjustment to the starting balance of the impound account. Notice that when a figure is defaulted i

Table of Contents 1. Background...

Figure 4-14 Hud-1Worksheet code fields: By clicking on the "code" fields, this will enable you to input other HUD1 line items. Choose eit

Figure 4-15 To generate a Closing Document Package, the Closing County must be populated. Closing Conditions Frequently utilized conditions can be

4.2. Audit Websheet Information DocMagic’s Goof-Proof Audit system instantly analyzes all loan-specific data for accuracy. With over 500 standard d

Warning These errors indicate that the information entered in the reported field differs from the information DocMagic expects to see. This audit is

4.3. Document Processing Once all of the necessary data has been entered into the WebSheet and the Audit process has been successful, it is time to p

4.3.2. Document File Format Two formats are available for these package types: 1. DocMagic Blockument (BLK) – Recommended 2. Adobe Portable Docum

Flood Certification When your worksheet is processed, a flood determination request containing certain required information is automatically and simu

4.4. Download the Document Package Once the Document Process request has been completed, the following screen will be displayed. Upon proce

4.5. DocMaster - Print/View/Transmit Documents DocMaster is a proprietary program that facilitates printing, viewing, re-transmission and imaging of

5. Company Information Calyx Software 6475 Camden Avenue, Suite 207 San Jose, CA 95120 Phone: 408-997-5525 www.calyxsoftware.com 5.1. Product Inform

This document provides information regarding clients using Calyx’s Point platform with DocMagic Online. 1. Background 1.1. Interface  Export from

2. Accessing DocMagic Services At the loan level in the Point program, select Closing Docs… from the Interfaces menu. Figure 2-1 DocMagic Inter

Select DocMagic Online by Document Systems, Inc. from the list of Closing Docs Interfaces. Figure 2-2 Click Send Data to transfer the loan informa

3. Importing into DocMagic Online After the export file has been created, the next step is to import the data into DocMagic Online. From the File m

4. DocMagic Online DocMagic Online makes it quick and simple to produce a perfect set of mortgage documents. Five simple steps is all it takes: 1.

4.1.1. General Information Figure 4-1 Loan Program On the General tab, select the Loan Program for this transaction. The Loan Program field, als

When a Plan has been selected, the Loan Type and Rate Type (Terms Tab) fields are set accordingly. Alternate Lender The Alternate Lender field