xi
Preface
This information contains an overview of Point and its functions, as well as instructions for
installing, customizing, and using Point.
If you are new to Point, this information will get you started and help you as you become
more comfortable with the application.
If you are an experienced Point user, it can serve as a reference guide for information
about more advanced functions.
This information is intended for brokers, lenders, and other Point users. It provides a road
map for using Point to streamline your work.
Document conventions
The document conventions used in this information are described in this topic.
Typographical conventions
The following conventions are used in this information to identify different types of controls
and screen characteristics:
In this topic
• Document conventions
• Product assistance
Format
Example
Button
Click the
Calculate
button at the bottom of the
workspace.
Check box
Select the
Conventional
loan type check box.
Dropdown list option
Dropdown list
Select
Start Rate
from the
Initial Pmt Rate
dropdown
list.
Field
Enter the loan amount in the
Loan
Amount
field.
Links
•
Refer to
Creating new borrower loan files
, on
page 69, for more information about creating
loans.
•
For product support information, go to
www.calyxsupport.com
.
•
The
Appraisal
button opens the
Appraisal
Information
dialog box which is used to record
information about the property appraisal.
Menu name or path
Select
File > New > Loan... > Borrower
.
Radio button
Select the
Reports
radio button and select the
Contact Information Update report from the
dropdown list.
Screen
Open the
Borrower Information
screen.