222
Calyx Software
Loan tracking
populated when the
Underwriting
screen is completed. The
Credit Scores
section is
automatically populated when credit is requested through the Point Services interface.
The
Borrower Type
section is populated from the
Declarations
section in the
Loan
Application
.
3
Select the business channel from the
Business Channel
dropdown list.
4
Select the type of property from the
Property Type
dropdown list in the
Subject
Property
section.
The subject property address is automatically populated from information that was
entered in the
Borrower Information
screen.
If you select one of the condominium property type options, specify the number of
stories in the dwelling. If the condominium complex is on the Fannie Mae approved
list, select the
Warrantable Condo
check box.
5
Complete the
General Information
section.
a
If the loan is for a home equity line, enter the initial draw amount in the
Initial
HELOC
Draw
field.
b
Complete the
Lender
Name
field.
•
If you are requesting a lock from a wholesale lender, enter the wholesale
lender’s name.
•
If you are requesting a lock from your own secondary marketing department,
enter your company name, or use the Cardex database to populate these
fields.
c
Select the documentation type from the
Doc Type
dropdown list.
d
Enter the
Credit
Grade
.