Calyx Point 7, Руководство пользователя, Страница: 432 / 537

414 Calyx Software
Marketing tools
Customizing manually
When you select the
Customize Payment Schedule
check box, the grayed-out fields in the
Payment Schedule section of the Amortization Schedule screen enable for editing.
1
In the payment fields, adjust the number of payments, the interest rates, or the
monthly payment amounts.
2
Click the
Calculate
button to recalculate the amortization figures.
Printing an amortization schedule
To print an amortization schedule:
1
Open a prospect or borrower file.
2
Select File > Print .
3
In the Borrower Forms dialog box, select the Amortization Schedule.
4
Click
Print
.
5
In the Amortization Print Options dialog box, specify the number of years to print,
and the number of months to print.
6
For a running total of the amounts to print, click
Yes
next to Cumulative.
7
Click
OK
.
Cash-to-close statements
The Cash-to-Close screen produces a statement that follows the format of the Details of
Transaction section in the Loan Application and shows the prospect or borrower the
amount of cash needed to close a loan.
Tip
To manually enter values in the
Cash-to-Close
screen, click the lock box
next to the corresponding field to unlock the field.