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Calyx Software
Loan file overview
6
Click
OK
to confirm.
The loans are linked and data is synchronized between the two. The first and second
loan toggle buttons are added to the shortcut toolbar.
Click the
First Mtg
and
Second Mtg
buttons to toggle between the primary and
secondary loans.
Archiving loan files
If you are finished with a file and want to archive it without completely removing it from
your records, move it into its own archive folder. For example, you might want to create an
archive folder called
Closed Loans
.
Rebuilding lists
Point maintains an internal list of loan files to make searches faster. During normal use the
system stays up to date. However, Point cannot keep track of loan files that were moved
or copied with external programs such as Windows Explorer. If you have moved or copied
Rebuild List feature.
Related information
•
For information about specifying search criteria for a file search, see
Searching for loan files
, on page 75.
•
It is also possible to link to a first mortgage file from a second
mortgage file. Refer to
Creating a new first mortgage with a new or
existing second
, on page 280, for more information.
Related information
To create an archive folder, refer to
Creating new data folders
, on
page 466, for more information.
Requirement
If you are running PDS, you must have local data folder access to use the
Rebuild Lists function.