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Calyx Software
Loan file overview
The
Loan Search Results
screen is displayed.
3
Select the file that you want to delete.
4
Click the
Delete
button and click
Yes
to confirm the deletion.
Linking first and second mortgage files
If you have a first or second loan in process for the same borrower, you can link the two
files to synchronize the data. You can link to an existing second loan or you can create one
during the linking process.
Linking from an existing first loan file
To link a second loan file to a first loan file, you can either create a new second file at the
time you are linking the files together, or you can link to an existing second file.
To create and link a new second loan file from a first loan file:
1
Open a prospect or borrower file.
2
Select
File > Subordinate Financing > Create New Second Mortgage File
.
The
Create and Link to New Second Mortgage
dialog box is displayed.
Warning
When you delete a file from Point, it is permanently removed. Point does
not have a recycle bin.
