Learn more to close loans faster

The majority of our online training classes are 90-minute sessions that provide step-by-step instruction on a specific feature or function in Point. This format combines the benefits of live, interactive instruction with the convenience of learning from your desk.

Learn how to create the templates your business needs!

Brokers and bankers alike will enjoy increased efficiencies and decreased repetitive data entry when you complete this class! In the class you'll create templates that allow you to build accurate loan files quickly, while ensuring that critical common data elements are applied to every file.

Topics Covered

• Loan Programs specific to your preferred lenders
• Lender-specific closing cost scenarios
• Master templates for both prospects and borrowers
• And more!

Learn the tips and tools to using Point effectively.

Designed for the Point beginner, or the experienced user who wants to expand their knowledge about how to put Point to work for you! Strongly recommended as a pre-requisite for all other Calyx training.

Topics Covered

• Create new and find existing loan files
• Learn and practice many tips and tricks to save you time and make your life easier
• Navigate the application from the navigation panel to the workspace, menus, toolbar, and more

Learn how to use Point marketing tools to enhance your company's image.

Efficiently manage your contacts and use Point marketing tools to enhance your company's image. Designed for loan originators and processors who want to get the most out of the marketing tools in Point, this class teaches you how to create customized flyers that promote loan programs and properties.

You'll also learn how to put your Point customer database to work by generating mail labels and producing personalized documents using reports and Custom Forms.

Topics Covered

• Creating loan comparison, open house, amortization, and rent vs. own flyers
• Customizing flyers with photographs and your company logo
• Using the debt consolidation screen
• Using the prequalification screen
• Importing Microsoft Word documents into Point as Custom Forms
• Personalizing documents using mail merge and Custom Forms
• Generating mail labels using your Point customer database

Learn more about the new Fees Worksheet.

Brief overview of the new and improved Fees Worksheet in Point 7.3. Learn how to navigate the new Fees Worksheet and how the fees populate Good Faith Estimate.

Topics Covered

• Navigating the Fees Worksheet
• Entering fees, such as broker or lender paid fees and prepaid finance charges
• Matching settlement costs
• There will be a Q & A session at the end of the training class
• This class is open to an unlimited number of participants for each session scheduled

Originating and Processing loans in Point has never been easier.

If you're a processor or originator, you are not alone in today's multi-tasking world. Point will help you become more efficient than ever. You will be able to keep everyone who "touches" your loan informed and up-to-date with the time savers you learn in this class.

Topics Covered

• Pre-qualifying your prospect
• Converting the file from Prospect to Borrower
• Overview of the Loan Application (including GFE & TIL)
• Saving time with Cardex
• Submitting to Fannie Mae & Freddie Mac
• Printing & Emailing
• Using Task Manager to keep track of "to-do's"

Learn more about designing and viewing Reports.

Manage your department, your pipeline and your business more efficiently with the robust reports you can build in Point. Once the report is built, it can be viewed in different formats for easy analysis and quick reaction.

Topics Covered

• Designing reports to manage your business
• Using the Condition Builder to select and set advanced parameters
• Generating the report
• Viewing your report in Excel or Point Report Viewer
• Customizing output options to clarify the results

Learn more about underwritting in Point.

Underwriting in Point offers a broad overview of the basic forms as well as a more in-depth exploration of the Banker Screens and recommended reports for Underwriters.

Topics Covered

• Loan Application screens
• Underwriting Transmittal screens
• Underwriting Banker screen
• Conditions Banker screen
• HMDA Reporting
• Electronic Document Storage
• Audit Trail

Get the basics of PointCentral

For the Mortgage Professional with a new PointCentral installation – a brief but comprehensive overview of your new "electronic office manager." Once your IT department has completed the installation, you're ready to learn!

Topics Covered

• Basic setup and configuration of users, groups, and data folders
• Setting up screen-level security for individual users as well as user groups
• Adding template sets and Cardex databases

Get more out of PointCentral!

For the Mortgage Professional who has completed PointCentral Admin – Basic and is now ready to establish streamlined work flow, policies and procedures; set up & implement enhanced security; and optimize other system administrative functions.

Topics Covered

• Develop and maintain an advanced data folder structure
• Set up and maintain multiple template sets/Cardexes
• Manage effective user access rights via targeted reports

See PointCentral from an IT perspective.

A four-hour overview of PointCentral from the IT perspective. This class covers not only installation and deployment, but also a myriad of tips and tricks from an experienced Point user who is also a Microsoft-certified IT consultant.

Topics Covered

• Installation and deployment of the Point client
• Server configuration and implementation for the new PointCentral server
• Setting up data folders, groups, users, and template sets
• A particular focus on migrating from legacy Point installations into PointCentral

Discover the power of business rules.

For new and experienced users of PointCentral who want a more effective way to manage work flow and ensure compliance and security for your loan files.

Topics Covered

• Discover the power of business rules
• Examine some key rules
  • Requiring the use of a Master File
  • Requiring certain fields in a file before saving
  • Warning rule about a file that requires disclosure
  • Required to submit to processing rule
• Demonstrate and practice using the sample rules provided in your software