366
Calyx Software
Reports
The following predefined reports are available in Point:
Report
Description
Banker reports
Business Analysis Summary
(Banker with Excel)
Provides important loan data and analysis tools that help
to manage your business and pipeline risk.
Funded and Not Shipped
(Banker with Excel)
Provides the shipping department with loans that have
funded but not shipped to the investor.
Loan Profit Summary (Banker
with Excel)
Provides management level profitability analysis.
Secondary Marketing Expiring
Commitments (Banker with
Excel)
Provides secondary marketing with detailed commitment
information for locks that expire within five calendar days.
Secondary Marketing Locked
Pipeline Report (Banker with
Excel)
Summarizes loan lock information and provides analysis
tools that are used to manage active locked pipelines.
Secondary Marketing New
Lock Requests (Banker with
Excel)
Provides secondary marketing with detailed rate lock
information for lock requests that have not been
confirmed by secondary marketing.
Warehouse Aging (Banker
with Excel)
Provides the shipping department and management with
detailed loan information and warehouse aging for loans
that have funded but not sold.
Warehouse Reconciliation &
Profit Summary (Banker with
Excel)
Provides execution gain/loss and warehouse expenses for
the loan. Used by management to assess the profitability
of the loan.
General reports
Address Labels
Report
Creates address information that can be used with
Microsoft Word to create mailing labels.
Appraiser Report (Vendor)
Tracks the amount of business by a particular Appraiser
for expense control and revenue generation.
ARM Loans for Refinance
Displays the first lien ARM loans opened on or before 08/
01/2005. Use additional filters to customize the search
options.
Builder Report (Vendor)
Displays the name and address of the builder that was
used for each loan.
Business Summary Report
(with Excel)
Displays a summary of sales per loan officer, showing the
monthly and yearly trend of sales. Use additional filters to
select a specific period.
Closed and Funded Report
Tracks loans that have been closed and funded within a
given time.
Contact Information
Report
Displays all borrowers and prospects in the current data
folder with a call or meeting scheduled for a particular
day.
Escrow Report (Vendor)
Tracks the amount of business by a particular Escrow
company for expense control and revenue generation.
GFE Fee Report
Tracks fees from the Good Faith Estimate that affect the
cost and revenue of the loan.
HMDA Report
Tracks data for the Home Mortgage Disclosure Act.
Interests Report
Generates a report based on selected interests that are
recorded in the
Personal Information
dialog box.
Last Contact Report
Tracks contact with borrowers for follow-up items,
changes, and comments.
Late Documents Report
Tracks documents that are overdue or missing. Refer to
Specifying late document criteria
, on page 42, for
information about how to establish late document
criteria.
