240
Calyx Software
Banker functions
The
Lock
Confirmed
Date
field is automatically populated with the current date.
b
Click the
Create Lock Confirmation
button.
The Lock Confirmation document is generated and is automatically added to the
document repository
.
The
Email Document
dialog box is displayed. The
File
Name
field is
prepopulated with the document name.
c
To e-mail the document, keep the default file name or enter a new name and click
OK
.
To cancel the e-mail request, click
Cancel
.
d
Click the
Loan Program Details
button to access the
Program & Rate Lock
Details
dialog box.
Select the tab that corresponds to the information you want to view or edit and
make the necessary changes.
5
Complete the
Gain/Loss Information
section.
Prerequisite
A default set of adjustment type values for the dropdown lists in the
Gain/Loss Information
section is included with Point. These values do
not display in the lists the first time this screen is accessed. To populate
the lists, exit the screen, open the
Dropdown List: Adjustment Type
dialog box (
Utilities > Dropdown Lists > Adjustment Type
), and click
OK
to close it. Return to the
Secondary Marketing
screen. The lists are
now populated.