Archive for category LOS

Calyx Point table of supported fields for database commits and reporting

Posted by Mark Raborn in LOS on 2008/07/04

Calyx Point Table of Supported Fields 

Below you will find the list of supported Point Fields – any field included in this list is commited into the PDS database when a change occurs in a Point file. These fields can also be used in reports.

Point Field ID Type Reference Name
f11 Number Base Loan Amount
f12 Number Interest Rate
f13 Number Loan Term
f15 String Conversation Log
f18 String Loan Processor
f19 String Loan Representative
f20 String Branch
f22 String MERS MIN
f31 String Subject Property Address
f32 String Subject Property City
f33 String Subject Property State
f34 String Subject Property Zip
f100 String Borrower First Name
f101 String Borrower Last Name
f102 String Borrower Present Address
f103 String Borrower Present City
f104 String Borrower Present State
f105 String Borrower Present Zip
f106 String Borrower Home Phone
f107 String Borrower Fax Number
f108 String Borrower Social Security Number
f112 String Borrower E-mail Address
f117 String Borrower Middle Name
f118 String Borrower Date of Birth
f119 String Borrower Suffix
f136 String Borrower Business Phone
f139 String Borrower Cell/Alt
f140 String Borrower Employer City
f142 String Borrower Employer State
f143 String Borrower Employer Zip
f148 String Borrower Employer Name
f149 String Borrower Employer Street Addr
f150 String Co-Borrower First Name
f151 String Co-Borrower Last Name
f156 String Co-Borrower Home Phone
f157 String Co-Borrower Fax Number
f162 String Co-Borrower E-mail Address
f168 String Co-Borrower Date of Birth
f186 String Co-Borrower Business Phone
f189 String Co-Borrower Cell/Alt
f200 String Borrower Mailing Address
f201 String Borrower Mailing Address City
f202 String Borrower Mailing Address State
f203 String Borrower Mailing Address Zip
f327 String Lender Case Number
f330 String Appraiser Name
f331 String Appraisal Company
f332 String Appraisal Company Phone
f333 String Appraisal Company Address
f334 String Appraisal Company City/State/Zip
f335 String Appraisal Company Fax
f360 String Builder Name
f361 String Builder Company
f362 String Builder Company Phone
f363 String Builder Company Address
f364 String Builder Company City/State/Zip
f368 String Builder Company Fax
f439 String Buyer’s Attorney Number
f449 String Seller’s Attorney Number
f540 Number LTV
f541 Number CLTV
f550 Checkbox Program Type Fixed Rate – monthly payments
f751 Number Proposed First Mortgage $
f752 Number Proposed Other Financing (P&I)
f753 Number Proposed Hazard Insurance $
f754 Number Proposed Real Estate Taxes $
f755 Number Proposed Mortgage Insurance $
f800 Number Sales Price
f801 Number Appraised Value
f809 Number Subordinate financing $
f819 Number Total Loan Amount
f942 String Underwriter Name
f966 Number Prepaid Interest No of Days
f993 Number Hazard Insurance: No. of months
f995 Number Co. Property Taxes: No. of months
f999 Number Taxes and Assessment Reserves $
f1005 Number Appraisal Fee $
f1006 Number Credit Report Fee $
f1010 Number Closing or Escrow Fee $
f1014 Number Title Insurance $
f1015 Number Recording Fees $
f1016 Number Other (990) $
f1022 Number Loan Origination + $
f1023 Number Loan Origination fee
f1024 Number Loan Discount fee
f1025 Number Tax Service Fee
f1026 Number Mortgage Broker Fee
f1027 Number Prepaid Interest $
f1031 Number Other (978) $
f1032 Number Other (979) $
f1040 Number Flood Ins n mths
f1041 Number Flood Ins $ per mths
f1042 Number Attorney Fees $
f1044 Number State Tax/Stamps $
f1047 Number Hazard Insurance Premiums $
f1048 Number Flood Ins $
f1052 Number Est. Closing Costs $
f1053 Number Est. Prepaid Items/Reserves $
f2000 String Lender Loan Program
f2181 Date Disclosure Date
f3102 Number Tax Form 1098 Mortgage Interest Paid
f3190 Number Due In (months)
f3220 String Name and address of source if referral fee is paid 1
f4028 Number Yield Spread Premium = (Borrower)
f4082 Number Loan Origination – Lender
f5355 Number Processing Fee $ (GFE)
f5367 Number Compensation to Broker (1st line)
f5369 Number Compensation to Broker (2nd line)
f5371 Number Purchase Price/Payoff
f6000 String Lender Contact Name
f6001 String Lender Name
f6002 String Lender Phone
f6003 String Lender Address Line 1
f6004 String Lender Address Line 2
f6005 String Lender FAX
f6007 String Lender Case Number
f6020 Date Opened Date
f6022 Number Loan Status
f6023 Date Loan Status Date
f6024 String Loan Status Other
f6025 Date Submitted Date
f6027 Date Clear To Close Date
f6030 Date Approved Date
f6035 Date Docs Date
f6040 Date Funded Date
f6045 Date Denied Date
f6050 Date Cancelled Date
f6055 Date Closed Date
f6061 Date Lock Date
f6062 Number Lock Period (Days)
f6063 Date Lock Expiration Date
f6065 Date Suspended Date
f6070 Date Recorded Date
f6075 Date Estimated Closed Date
f6080 Date User Defined Status Date 1
f6081 String User Defined Status Comments 1
f6084 String User Defined Status 1
f6085 Date User Defined Status Date 2
f6089 String User Defined Status 2
f6090 Date User Defined Status Date 3
f6094 String User Defined Status 3
f6095 Date User Defined Status Date 4
f6099 String User Defined Status 4
f6110 String Escrow Officer
f6111 String Escrow Company
f6112 String Escrow Company Phone
f6113 String Escrow Company Address
f6114 String Escrow Company City/State/Zip
f6115 String Escrow Company Fax
f6120 String Title Officer
f6121 String Title Company
f6122 String Title Company Phone
f6123 String Title Company Address
f6124 String Title Company City/State/Zip
f6125 String Title Company Fax
f6130 String Listing Agent Name
f6140 String Selling Agent Name
f6168 Number Lender Charge Total
f6169 Number Borrower Points Total
f6172 Number Gross Profit
f6173 Number Loan Representative Commission
f6174 Number Net Profit
f6178 String Origin (Loan Source)
f6179 Number Commission Percentage
f6190 String Contact Info Comments
f6200 Date Contact Date
f6201 Time Contact Time
f6202 String Contact Memo
f6203 Date Contact Date 2
f6204 Time Contact Time 2
f6205 String Contact Memo 2
f6206 Date Contact Date 3
f6207 Time Contact Time 3
f6208 String Contact Memo 3
f6209 String Rating (N/A, Cool, Warm, Hot)
f6210 String Metropolitan Statistical Area (MSA)
f6211 String Subject Property County Code
f6212 String Census Tract
f6217 Date Action Date
f6223 Checkbox HMDA: Exclude loan from report
f6228 Checkbox HMDA: Home Improvement Loan
f6280 Number Preapproval
f6281 Number APR Rate Spread
f6283 Number Lien Status
f6284 Number Property Type
f6285 Number Type of Purchaser
f6320 Date Disclosed
f6325 Date App Completed
f6330 Date Decision
f6352 String Loan Representative Team
f6370 String Broker Company Name
f6371 String Broker Contact Name
f6372 String Broker Address Line 1
f6373 String Broker Address Line 2
f6374 String Broker Phone
f6375 String Broker FAX
f6376 String Broker License #
f6377 String Broker Notes
f6691 Number Total Amount Funds Received
f6692 Number Total Amount Funds Paid Out
f6699 Number Total Amount for Balance
f7403 String Loan Program in Window
f7404 String CC Scenario Name
f12355 String Broker Cell/Alt
f12356 String Broker E-Mail
f12357 String Lender Cell/Alt
f12358 String Lender E-Mail
f12367 String Appraiser Cell/Alt
f12368 String Appraiser E-Mail
f12369 String Escrow Company Cell/Alt
f12370 String Escrow Company E-Mail
f12371 String Title Company Cell/Alt
f12372 String Title Company E-Mail
f12381 String Builder Cell/Alt
f12382 String Builder E-Mail
f12397 Checkbox MERS MIN Lock Box
f30000 String STAT
f30001 Date SDATE
f30002 String FS
f30003 String TYPE
f30004 String NAME
f30006 String RES
f30007 String PURP
f30008 String ATYPE
f30009 String PTYPE
f30010 Number EQUIT
f30011 String HTYPE
f30012 String HPURP
f30013 String HOCC
f30014 String HLNA
f30015 String HSTAT
f30016 String HSTATE
f30017 String HBRACE
f30018 String HCRACE
f30019 String HBSEX
f30020 String HCSEX
f30021 String HINC
f30022 String HPURCH
f30023 String HREASON
f30024 String NONE
f30031 String TRDESC
f30032 String TRDATE
f30033 String TRCHKP
f30034 String TRAMTP
f30035 String TRCHKR
f30036 String TRAMTR
f30037 String TRBAL
f30038 String TRREM
f30039 String CN
f30040 String CNDFS
f30041 String FOLDER
f30042 String HREASON2
f30043 String HREASON3
f30044 String HHOEPA
f30045 String HBETH
f30046 String HCBETH
f30047 String HBRACES
f30048 String HCBRACES
f30049 String HCSEX2004
f30050 String PDAYABS
f30051 String LATEBASABS
f30052 String LATEVOEABS
f30053 String LATEVODABS
f30054 String LATEVOMABS
f30055 String LATEVOLABS
f30056 String LATEMISCABS
f30064 Number APR
f30065 String ACTIVELENDERS

 

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Calyx Point template types

Posted by Mark Raborn in LOS on 2008/07/04

Template Types and Descriptions in Calyx Point

Below you will find the list of supported Template Types. The file types listed within each template type subdirectory are the supported template file types used by Point.

The Sub Directory column is the subdirectory within the template set on the PDS Server’s disk where files related to that template type are located. The Point Screen Location column indicates at least one place in Point you can Edit or Use a template of that type.

No. Name Sub
Directory		 File
Extensions		 Point Screen Location
1 Loan Program LOANPROG LPR Edit: Navigation Panel > Templates > Loan Program
Use: Forms > Good Faith Estimate > Loan Program
2 Closing Cost Scenario CCS CCS Edit: Navigation Panel > Templates > Closing Cost Scenario
Use: Forms > Good Faith Estimate > CC Scenario
3 Prospect Master PRSMASTR PMT Edit: Navigation Panel > Templates > Prospect Master
Use: File > New > Loan… > Prospect > From Master
4 Borrower Master BRWMASTR BMT Edit: Navigation Panel > Templates > Borrower Master
Use: File > New > Loan… > Borrower > From Master
5 Data Import DATAIMP IMP Edit: Navigation Panel > Templates > Data Import > Import Format >
Use: Navigation Panel > Templates > Data Import > Import Format > > Input Data File, also PPP
6 Data Export DATAEXP EXP Edit: Navigation Panel > Templates > Data Export > Export Format > Microsoft Word
Use: Navigation Panel > Templates > Data Export > Export Format > Microsoft Word > Output Data File, also PPP
7 Custom Forms CustomDoc PCD Edit: Navigation Panel > Templates > Custom Forms
Use: File > Print > Custom Forms
8 Escrow Tables Escrow ELP,ELR Edit: Utilities > Escrow Tables > [Purchase...|Refinance...]
Use: Forms > Good Faith Estimate > Fill in Loan Amount, 1101 Closing/Escrow Fee > Table button
9 Images Images BMP Edit: Not available
Use: Prospect > Marketing > Loan Comparison > Open House > Browse
Use: Utitities > Company Defaults > Marketing Letterhead
10 Print Groups (Shared) PrintGroups INI Print > Form Groups > Shared Print Groups
11 Reports REPORT RPT Navigation Panel > Reports
12 Title Tables title TLP,TLR Edit: Utilities > Title Tables > [Lender's Policy Purchase...|Lender's Policy Refinance...]
Use: Forms > Good Faith Estimate > Fill in Loan Amount, 1108 Title Ins (Lender’s) > Table button
13 13. Escrow Account
14. HMDA Register Info
15. Docs Due In
16. Days To Rcv Appraisal
17. FHA Consumer Choice Disclosure
18. Auto MIN Generation		 \ INI Escrow Account
Edit: Utilities > Company Defaults > Escrow Account…
Use: Forms > Good Faith Estimate > Bottom Navigation > Aggr Escrow button, Fill in first payment date, click bottom navigation Calculate button.
HMDA Register Info
Edit: Utilities > Company Defaults > HMDA Register Info
Use: Reports > Calyx Report – HMDA Report > Export HMDA button, First row of exported HMDA data file.
Docs Due In
Edit: Utilities > Company Defaults > Docs Due In
Use: Reports > Calyx Report – Late Documents Report
Days To Rcv Appraisal Edit: Utilities > Company Defaults > Days To Rcv Appraisal
Use: Reports > Calyx Report – Late Documents Report
FHA Consumer Choice Disclosure Edit: Utilities > Company Defaults > FHA Consumer Choice Dis
Use: Print > FHA/VA > FHA Consumer Choice Disclosure Notice
Auto MIN Generation
Edit: Utilities > Auto MIN Generation
Use: Track > General > Lender > MERS MIN

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Calyx Point notes

Posted by Mark Raborn in LOS on 2008/07/03

Point Installation

Point Installations require the follow data:

  • Account ID (also needed for Calyx Point support calls)
  • Client Key
  • URL of Point Data Server (generally https://pds.mycompany.com/service)
  • Username/Password to Test connection

Point Folders

the default locations for Point folders are:

  • C:\PNTDATA
  • C:\PNTTEMPL
  • C:\WINPOINT

Local installation of Point

C:\PNTDATA (Users = Modify permission)

C:\PNTTEMPL (Users = Modify permission)

C:\WINPOINT (Users = Modify permission)

Point Data Server Installation of Point

C:\PNTDATA (not used if all data written to PDS) -OR- (Users = Modify permission)

C:\PNTTEMPL (not used if all data written to PDS) -OR- (Users = Modify permission)

C:\WINPOINT (Users = Modify permission) required for credit reporting even on PDS only installs

File Locations

C:\winpoint.ini

Point installation notes:

All settings configured through Point Administrator

Point ver 5.4 and later is compatible with Windows Vista

Folder Supervisor password must be set on first view of Point Data Folder

C:\WINPOINT User permissions = Modify (in all cases)

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Calyx Point resources

Posted by Mark Raborn in LOS on 2008/07/02

Calyx Point Data Server Knowledge Base

Calyx Support

Point Support

  • 800-342-2599
  • 7:00am – 7:00pm CST
  • for local Point installations only

Point Data Server Support

  • 800-342-2499 ext 2400
  • 9:00am – 6:00pm CST
  • for Internet based installations accessing IIS (ex. https://pds.mycompany.com)

*you will need your Client ID number when calling Calyx Support

Downloads

http://www.calyxsupport.com/down/index.htm

Manuals

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