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Calyx Software
Integrated products and services
The user interface to enable and disable providers is very similar for lenders, services,
and interface vendors. To illustrate the basic process of enabling and disabling providers,
the Lenders option is used in the following example:
1
Select
Utilities > Enable/Disable Lenders
.
The
Lenders in Point
dialog box is displayed.
The check mark in the box preceding the lender name indicates that the lender is
enabled.
2
Select the vendors to include or exclude from the
Lenders
menu by selecting or
deselecting the corresponding check box.
Use the
Select All
or
Deselect All
button to select or deselect the entire vendor list.
3
To enable the entire lenders interface, select the
Enable lender interfaces
check box.
4
Click
OK
.
Lenders
Lenders that are partnered with Calyx provide access to their services from Point. You can
complete your transactions with a prospective lender through the Point user interface.
When you submit a request to a participating lender, the interface processes the
transaction and communicates with the necessary back-end services to complete it.
Attention
When enabling or disabling services, you need to select a service type
from the submenu to open the service provider dialog box.
When enabling or disabling interface vendors, use the dropdown list in
the provider dialog box to select the interface type.
Prerequisites
Before you can use a participating lender:
•
You must become a registered broker with the lender
•
You must enable the lender in the Point utility