340
Calyx Software
Integrated products and services
Completing and submitting the Fannie Mae Loan Application
The Point
Loan Application
is the same as the Fannie Mae Loan Application (1003).
Information that was already entered in Point is automatically populated into the Fannie
Mae forms.
To complete and submit the Fannie Mae Loan Application:
1
Open a prospect or borrower file.
2
Select
Interfaces > Fannie Mae > Loan App (Page #)
.
The screens are similar to the
Loan Application
in Point and information that was
completed in other screens is automatically populated. White fields indicate required
information, gray fields are optional.
3
Populate any other fields as necessary.
4
Click the
Desktop Originator
tab to connect to the Fannie Mae web site.
The
Fannie Mae Login
dialog box is displayed.
5
Enter your user ID and password.
After you have logged in for the first time, Point retains your user ID and password for
future access.
Fannie Mae Addendum
The
Fannie Mae Addendum
contains fields for information that Fannie Mae requires but
are not on the
Loan Application
.
You must complete the
Fannie Mae Addendum
before you submit the loan file for
underwriting.
To complete the
Fannie Mae Addendum
:
1
Open a borrower or prospect file.
2
Select
Interfaces > Fannie Mae > Addendum
.
Related information
See Chapter 5,
Loan Application
, for specific information about
completing the
Loan Application
.
Caution
A submission error can occur if you do not complete all fields.