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Calyx Software
Loan tracking
The
Conditions
screen is displayed.
3
Enter the condition in the
Conditions
field. Use the
Insert Line
button to add an empty
record.
4
Select the event that is contingent upon the condition from the
Doc/Fund/Sub/Susp
dropdown list.
For example, if the funding of a loan is contingent upon receiving a closing statement
from the sale of the buyer’s current home, enter “Closing statement - HUD1- from sale
of current home,” or similar verbiage, in the
Conditions
column and select
Fund
from
the dropdown list.
The following events are available from the dropdown list:
•
Doc
– to draw documents
•
Fund
– to fund the loan
•
Sub
– to submit the loan
•
Susp
– to suspend the loan
Tip
Use the
Insert Line
button to add new conditions to the list.
To delete conditions that you do not want to include, click the
Delete
Line
button.
Note
The conditions tracking worksheet can contain a maximum of 40
conditions.