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Calyx Software
Loan file overview
For example, a Last Name search for “smi” will produce only borrowers with Smi
as their last name. To search for a John Smith, you must enter “Smith” to produce
all borrowers with the last name of Smith.
5
Click
Search
.
The files that match the search criteria are displayed in the workspace.
Searching for co-borrower files
To search for co-borrower files:
1
Select the
Loans
tab from the navigation panel.
2
Select the data folder or folders you want to search from the
Data Folder
dropdown
list.
3
Choose the file type (
Prospect
or
Borrower
).
4
Click
List Co-Borrowers
.
The co-borrowers stored in the selected data folder are listed in the workspace.
Searching in multiple data folders
Use the advanced search feature to search in multiple data folders, including PDS data
folders if you run Point Data Server. More field options are also available in the
Search by
dropdown list when doing an advanced search.
To perform an advanced search:
1
Select the
Loans
tab from the navigation panel.