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Calyx Software
Loan tracking
3
Enter any information about the loan representative, processor, or underwriter that
has not already been populated.
4
Select
File > Save
.
Tracking trust account information
The
Trust Account
screen is useful for recording financial information such as:
•
Funds paid out
•
Funds received
•
Check numbers
•
Dates
•
Client funds in broker’s custody
To complete the
Trust Account
screen:
1
Open a borrower file.
2
Select
Track >Trust Account
.
3
In the
Description
field, enter a description of the payment.
4
In the
Date
field, enter the date the payments was sent or received.
5
In the
Chk
Number
and
Amount
fields, enter the information in either the
Funds Paid
Out
or
Funds Received
sections. Do not enter both.
Related information
Refer to
Creating dropdown lists
, on page 44, for information about how
to create custom dropdown lists.
Attention
Trust account tracking is not available in prospect files.
Note
You can list up to 16 transactions in the trust account.
