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Calyx Software
Loan tracking
The
Agent
screen stores data for the following agents:
In addition to these agents, three sections are included to add user-defined agents.
To access the
Agent
screen:
1
Open a prospect or borrower file.
2
Select
Track > Agent List
.
3
Enter the information for the agents who are applicable to this loan.
Use the Cardex database to populate as much information as possible.
4
Add any remaining agent information manually.
Broker
Selling Agent
Flood Insurance
Lender
Buyer’s Attorney
School Property Tax
Investor
Seller’s Attorney
Loss Payee
Loan Representative
Appraiser
Assignor
Closing Agent
Surveyor
Assignee
Title Insurance Company
Builder
Beneficiary
Buyer’s Agent
Property Tax
Regulatory Agency
Seller
Hazard Insurance
Trustee
Listing Agent
Mortgage Insurance
Servicer
Note
When a hazard insurance quote is requested by using the
Services
menu, the agent information from whom the request was made is
automatically populated in the
Agent
tracking screen.
