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Calyx Software
Marketing tools
Printing custom forms
To print custom forms for individual loan files:
1
Open a prospect or borrower file.
2
Select
File > Print
.
3
In the
Borrower Forms
dialog box, click the
Custom Forms
tab.
4
Select the forms you want to print and click
.
Customizing marketing documents
You can customize the following marketing documents to include your company-specific
information when you print them:
•
Prequalification
•
Amortization Schedule
•
Loan Comparison
•
Rent vs. Own
•
Cash-to-Close
•
Open House Flyer
In addition to adding your company logo, you can also include the following information on
a form:
•
Your name
•
Your business name
•
Your address, phone, and fax numbers
•
Prospect’s name
•
Property address
•
Name, address, phone and fax numbers of the agent for whom the printout is
prepared
Related information
To add the Custom forms to a Print group, see
Creating print groups
, on
page 88.
Requirement
To include your company information on a printed form, the
Company
Info
dialog box must be completed with your company information.
Related information
•
For information about completing the
Company Info
dialog box,
refer to
Entering default company and processing center
information
, on page 35.
•
For information about printing forms, refer to
Print and e-mail
options
, on page 84.
•
For information about adding your company logo to a form, refer to
Adding a company logo to marketing letters
, on page 406.
