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Calyx Software
Loan tracking
Tracking title conditions
Use the
Title
screen to track the title conditions that must be cleared from the title report
before the loan can close.
To access the
Title
screen:
1
Open a borrower file.
2
Select
Track > Title
.
The
Title
screen is displayed.
3
Complete the upper portion of the screen with the
Title
Date
,
Assessor’s
Parcel
Number
,
Vesting
, and
Land
Trust
. Enter any additional information about the title
report in the
Title
Report
Remarks
field.
4
Enter the conditions that are required before the title insurance can be issued in the
Title Conditions
section.
Attention
Title tracking is not available in prospect files.