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Calyx Software
Loan Application
To complete the government monitoring information:
1
Open page 4 of the
Loan Application
and go to
Section X. Information for
Government Monitoring Purposes
.
2
Select the appropriate option for the borrower’s and co-borrower’s race and ethnicity.
If the borrower declines to provide the information, select the
I do not wish to furnish
this information
check box.
Select multiple race options to indicate a multi-racial borrower.
3
Select the method by which the application was taken.
4
If the interviewer’s name, telephone number, and company information are not
prepopulated, enter the information manually or use the Cardex database to populate
these fields.
5
Enter the date when you signed the application.
Related information
See Chapter 19,
Contact management (Cardex),
for more information
about entering information from Cardex.
