Whether you’re a new user or you already know the basics, Calyx offers a training class that’s right for you.
Karol Pierce, Director
P: 877-836-7655 (toll free)
P: 714-544-8040
F: 714-544-8060
E:
Mailing Address
Calyx Training Center
17842 Irvine Blvd. #232
Tustin, CA 92780
As a supplement to its comprehensive classes, Calyx Training also offers Online seminars. These one- to two-hour seminars provide step-by-step instruction on a specific feature or function in Point. Each seminar is conducted by a Calyx Certified Trainer using the WebEx Interactive Network™. This format combines the benefits of live, interactive instruction with the convenience of learning from your desktop.
Easy 1003
Learn how to complete a loan application using the basic tools in Point.
Designed specifically for Point users who want to learn the most efficient way to complete a loan application in Point, this class provides step-by-step instructions for correct data entry flow. You’ll also learn how to take advantage of handy shortcuts and tools that will save you time.
HANDS ON Pipeline Management with Reports (NEW)
Learn Hands On the skill set to develop and customize any Report you want in Point.
This Hands On class provides step-by-step instructions for creating tracking Reports based on the data in your Prospect and Borrower files. Eliminate missing documents, missed orders for appraisals or title. Run an accurate status report. Learn how reports for all staff or just one person is easily programmed.
What better way to learn Reports in Point than by doing the work yourself! This interactive hand's on class allows you to do just that!
PICTURE THESE STEPS..…
1. You are on a conference call with a Calyx Certified Trainer, as well as being logged on to a web meeting site, on your desktop. 2. Observe each process of customizing Reports, while listening to our trainer's explanation 3. Minimize our demonstration screen on your computer, so you see your own desktop. 4. Open your own version of Point. 5. Now it’s your turn to customize Reports on your own computer while listening to verbal instructions from our trainer.
Building Templates
Learn how to customize the master template files in Point.
Reduce data entry time and increase efficiency by learning how the Loan Program, Closing Cost Scenario, and Prospect and Borrower Master File templates work together. This class will show you how to create and use templates to produce accurate loan files and ensure that common data elements can be applied to multiple files—quickly and easily. You’ll also learn how to invoke new lender fees and programs from within a loan file.
Managing FHA Loans in Point
Learn how to process FHA loans correctly, with emphasis on the MCAW.<
Invaluable for loan originators and processors who have a basic understanding of Point and FHA transactions, this class will demystify the overall process of how to complete an FHA transaction successfully, and emphasize how to achieve a correctly calculated MCAW (Mortgage Credit Analysis Worksheet).
Marketing with Point
Learn how to use Point marketing tools to enhance your company’s image.
Designed for loan originators and processors who want to get the most out of the marketing tools in Point, this class teaches you how to create customized flyers that promote loan programs and properties. You’ll also learn how to put your Point customer database to work by generating mail labels and producing personalized documents using mail merge and Custom Forms.
Using Point Administrator
Learn how to set up data folders and manage user security.
Whether you’re an office manager or a system administrator who wants greater control over who accesses the Point files on your network, or you’re a loan professional who needs an efficient folder structure for your office, this class will help you get the most out of Point Administrator.
Configuring Point & Point Data Server for the IT Pro
Learn how to install and configure Point, and administer Point Data Server for your enterprise.
Designed specifically for the IT professional, this seminar takes you through the setup and configuration steps required to install Point on a network in large offices. You’ll learn how to use the advanced features of Point Administrator and Point Data Server Administrator to set up data folders, manage users, assign access privileges, and ensure loan data is secure. Class will also cover suggested ways to migrate from a conventional Point installation to Point Data Server.