Whether
you're a new user or already know the basics, Calyx® offers a training
class that's right for you.
No matter where you are, you can take
advantage of this excellent online learning opportunity from the
comfort of your own office.
Have questions about how to originate non-QM loans? Join us as we dispel the myths of the growing market niche.
This webinar is hosted by Deephaven Mortgage and LoanScorecard and covers:
What non-QM is and what it isn’t
Why now is the time to take part in the non-QM market
What type of clients are best suited for non-QM loans
System-to-System (S2S) access to LPA is now available! The seamless integration was designed to increase efficiency by reducing steps, providing more automated results and keeping your Freddie Mac data in sync with Point.
See resources below for more information:
Your goal is to match your borrower with the right loan program and products to get the loan closed. Our goal is to help you do it.
Calyx Wholesaler MarketPlace allows you to seamlessly connect with an exclusive list of industry-leading wholesale lenders.
Calyx Wholesaler MarketPlace offers:
Seamless access to multiple wholesalers through Point
Quick access to pricing and AUS for lenders – NO registration required
Ensured accuracy with seamless data exchange
Exceed your borrowers’ expectations with the superior lending experience they deserve while enjoying the efficiency you need.
Register for our Calyx Wholesaler MarketPlace webinar to see it in action.
Quicken Loans Mortgage Services (QLMS) is dedicated to elevating our partners’ business with powerful resources and support.
We provide leading products, technology, marketing and the retention of award-winning client servicing.
Aggressive Pricing and Strong Product Lineup
Advanced Technology to Close Loans Faster
Pinnacle, an Elite Club with Exclusive Benefits
We're one of the fastest-growing divisions within Quicken Loans, having doubled our market share in less than a year.
Partner with us and discover how we’re stronger together.
Did you know you can use Point to take advantage of Freedom Mortgage's best pricing guarantee for VA and FHA* loans? As a top ten national mortgage provider, Freedom Mortgage's wholesale division serves independent mortgage brokers and wholesale correspondents through it’s highly experienced, national network of in-market Account Executives and 3 Regional Operations Centers.
Learn how you can use Point to enjoy:
Access to a new, industry-exclusive product
Best pricing guarantee for VA & FHA*
Fast condo approvals
Condo questionnaire fees paid by Freedom Mortgage
*Freedom Mortgage guarantees the best VA & FHA Price for fixed-rate purchase / full doc refinance loans with a FICO greater than or equal to 640. If you find a better price, we’ll match it and reduce our Lender Fee by $150. Other exclusions and requirements apply.
Innovation is the key to retail mortgage lending success. Stearns Lending, one of the leading wholesale lenders in the country, announced a new loan program to help Power your Pipeline and get you ahead of the competition.
View the webinar to learn about:
New conforming interest-only loans, up to 95% LTV
New technology such as Calculate My Income and E-Sign Tracker
Is a customer relationship management (CRM) system at the top of your wish list? Every efficient mortgage business needs a CRM to manage the company’s relationships and interactions with customers and prospects while eliminating many of the most time-consuming tasks. In this webinar, our integrated partners, focusIT and Insellerate, will explain the purpose and benefits of having a CRM and provide brief demos of their respective CRM solutions. If you’re interested in growing your business while saving hundreds of hours per year you won’t want to miss this session.
Learn about:
Lead management tools
Marketing and communication automation
Loan status alerts
Creation of custom pipelines
Intelligent task management
Help all your originators match the productivity of your top performer with CRM integrations with PointCentral.
Ever have an appraisal come in out of sync with client expectations? Don’t let it happen to you! Listen in as PCV Murcor shares key information on how to set your borrowers and partners up for success.
Key areas covered:
Smart responses to common myths
Valuable guidance for your clients and referral partners
Preparing the property before the appraisal
Understanding the latest web of regulation
The Hot Season is Upon Us
This
summer, homebuyers are projected to face the most competitive market in
recorded history! These potential borrowers are not only shopping for
homes, they are also shopping for a loan officer. If you want to stand
out from the crowd with real estate professionals and eager homebuyers,
this webinar is for you! In this 30-minute webinar we’ll arm you with
market and industry trends while updating you on valuable borrower
programs such as:
Current economic and demographic trends and how they will impact our industry
Fannie Mae’s HomeReady® & Freddie Mac’s Home Possible® program
Renovation and energy programs that can help your borrowers in a tight supply market
MGIC tools, including a ready-made presentation for you to use with real estate professionals
System-to-System (S2S) access to LPA is now available! The seamless integration was designed to increase efficiency by reducing steps, providing more automated results and keeping your Freddie Mac data in sync with Point.
If you would like to prequalify difficult borrowers you may have turned away due to low FICO scores, bankruptcy,
foreclosure or short sale, join us for this webinar.
Topics covered include:
Gain instant, free access to agency and non-agency options to help you determine the right product to fit your borrower, right from your Point file
Access products and pricing from lenders without signup, cost, or loan submission
Work with self-employed borrowers and use alternative forms of documentation
Expand your product offerings with interest-only options, investment properties, non-warrantable condos, and section 184 loans
Gain Efficiency with The Work Number for Day 1 Certainty inside Point
The mortgage industry is focused on tighter lending standards, new regulations and creating compliant efficiencies to improve the borrower experience and loan quality. For lenders, this can mean changing processes to add protection for their organizations while remaining focused on providing excellent customer service to the borrower.
Learn more about how the Point integration with The Work Number® from Equifax® can enable Day 1 Certainty™ to help achieve your goals.
The webinar will cover:
What is Day 1 Certainty and how does it work?
Challenges and Benefits for Lenders and Consumers
Implementation Tips
New HMDA Requirements & How to Execute in Point
Industry wide, HMDA preparations are in full swing. Donald Lampe, Partner at Morrison & Foerster LLP, and Calyx Professional Services Group will present the New HMDA Requirements & How to Execute in Point webinar.
Topics covered included:
Recent Updates
Fair Lending Implications
Universal Loan Identifier (ULI) and Legal Entity Identifier (LEI)
Execution in Point
Uniform Closing Data in Point
Do you need more information on submitting Uniform Closing Dataset (UCD) to Fannie and Freddie?
Easily access our recorded webinar and resources containing information on the following:
Preparing a loan file for UCD
Exporting data to UCD
Resolving common error messages
Q & A with Fannie Mae
Calyx + QuestSoft = Your Partners in HMDA Compliance
Recently, we held two webinars covering HMDA data entry and using QuestSoft for reporting.
Topics covered included:
The new HMDA data fields you will be required to collect and report
Recommendations for improving data integrity within your company
The types of loans that have to be reported
A timeline of the changes and how to prepare in advance
Products that will help you test, train and prepare
Improve Borrower Experience with Freddie Mac Loans
If you would like to close loans with Freddie Mac 7-10 days faster while providing your borrowers considerable savings,
join us for a quick, 30-minute webinar (including Q&A).
What are Loan Product Advisor (LPA) and Automated Collateral Evaluation (ACE)?
Learn to quickly determine eligibility for ACE for short loan cycles and borrower savings
Despite the demand and growth of non-QM, many originators are missing this huge sales opportunity with underserved borrowers.
Studies show there are:
16+ million self-employed Americans (Bank Statement Loans),
83 million Millennials (Non-Warrantable Condos),
75 million Baby Boomers (Asset Depletion),
and 57 million Americans earned more in 2017 than 2016 (1 Year Alt Doc).
And these are just a few segments that have gone underserved but represent a significant opportunity for brokers to access lenders, such as Deephaven, to diversify and change the course of their 2018 production and beyond. Calyx is excited to host our first non-QM webinar with Deephaven. Learn how you can confidently originate non-QMs with a free tool and access to Deephaven in Point.
Learn how you can say "yes" to more borrowers and discover:
Current lending trends as they pertain to the non-agency market
Misconceptions about non-QM lending
Opportunities and loan programs offered through Deephaven
How to start capitalizing on the growth of non-agency opportunities in seconds
Attention Zip Administrators! We've updated the admin portal in Zip to enable you to bring all your company's originators under one master account.
This update enhances your control over branding, messaging, interview question configuration, account access and billing.
If 76% of your prospective borrowers starting your online application submit the app, would your business be stronger? Good news! You already have the technology for the highest submission rate in the industry at your fingertips, Zip. Let us help you get started with Zip in this upcoming webinar.
Together, we will:
Demonstrate how to use:
- INK-it for electronic signatures
- NEW Document Request
Note: You will need your Zip login information to set up your Zip URL during the webinar. If you do not have your login information, please email Help@GetMyZip.com.
If you are looking for an innovative solution to transform your borrower experience and reduce time spent on filling out applications and chasing documents, join us for this webinar. We will demonstrate the functionalities of our newest FinTech solution, Zip.
Zip is the most affordable, easy-to-use loan interview, conveniently accessible to borrowers via your personalized URL.
You will learn how to:
Showcase your brand via your personalized URL
Enable the Spanish language option for borrower questions
Promote your URL to borrowers
Receive borrower submissions and easily push through to Point
Be mobile and millennial-friendly! Your borrowers can now upload loan documents directly from their mobile devices!
Learn more about this amazing mobile and millennial-friendly feature.
You asked and we answered. Now You can E-Sign Custom Documents in Point using INK-it. Be
sure to attend this informative webinar, which focuses on electronic
signatures for custom documents and also includes the following
features:
Adding INK-it signature blocks to Custom Forms
Loan Originator Submission to the Client
Client Authentication, Execution and Submission
Loan Originator and Client Completion – Notification and Download
Updates to Point and PointCentral enables you to quickly identify risk exposure by collecting newly added HMDA data using the LAR 2018 report generation feature. Save time with the updated LEF data collection fields and enjoy the peace of mind of working with an LOS that’s ULDD Phase 3 Certified with Freddie Mac and Fannie Mae.
Updates made in this release elevate the borrower experience while giving you the tools to be compliant with new changes to the TILA-RESPA Integrated Disclosure (TRID) rule. Leverage the addition of automated asset verification to increase efficiencies and impress your borrowers. Provide the lending experience they crave, join us at this webinar to learn more.
Topics covered:
Updates made in Point/PointCentral in response to the mandated Consumer Financial Protection Bureau (CFPB) TRID 2.0 (will be mandatory October 1, 2018)
POC updates, Tolerance resets, Escrow MI updates, and more!
Verification of Assets (VOA) via Zip to Point/PointCentral
Updates made to INK-it login to remove WebCaster duplicate login credentials
TRID 2.0 – What You Need to Know
TRID 2.0 is in effect. Are you ready? Because we understand compliance updates can be difficult, we hosted TRID 2.0: What You Need to Know to help you understand what changed from TRID 1.0 to 2.0. The webinar was presented by Vince Wilson (bio), Compliance Officer and In-House Counsel at IDS Inc. Learn how your Loan Estimate (LE) and Closing Disclosure (CD) will change with TRID 2.0, including updates in regards to:
Shorten your origination time and better serve your borrowers
with our newest version of Point, 9.9!
In this instructional webinar,
we will showcase the updates and enhancements that make Point more
Streamlined. Efficient. Convenient.
We are excited to announce Point Version 9.7 will be released in December. Updates made in this release reduce data entry points on the HMDA screen and refine data collection required for Uniform Closing Dataset (UCD) and Home Mortgage Disclosure Act (HMDA) export to be in concert with the MISMO 2.6 standard.
The overview webinars will include focus on HMDA and include:
Default Input for LEI
Navigating the HMDA 2018 screen
Updates to Geocoding
Using the ULI and LEI in Point
Considerations for Business Rules
Addition of “Include in UCD” box to Automated Underwriting section
Printing Written List of Service Providers without Fees
Learn
the tips and tools for effectively setting up Point®. Designed for the Point beginner or for the Point Administrator who wants to learn to use the software. This class includes an introduction to the many features available in Point, as well as a lesson for configuring basic company defaults and dropdown menus.
Topics covered:
Navigate Point from the navigation panel to the workspace, menus, toolbar, information bar, and more
Learn to set up your company defaults from the Utilities menu
Learn to access key vendors through the Services and Interfaces menus
Originating
loans in Point has never been easier. If you’re an originator, you are
not alone in today’s multi-tasking world. Using Point will help you
become more efficient than ever. You will be able to keep everyone who
"touches" your loan informed and up-to-date with time savers you learn
in this class.
Topics covered:
Pre-qualifying your prospects
Overview of the Loan Application (including Good Faith Estimate and Truth-In-Lending disclosures)
You understand the basics of document storage within Point, now what? In this webinar, we will take document storage to the next level by exploring tagging capabilities and methods to increase efficiency.
You will learn how to:
Customize document categories and types
Turn on/off automatic document storage
View multiple documents while clearing conditions
Utilize stacking orders, active and inactive document flagging
Did you know you can order homeowners insurance (HOI) quotes in Point?
Save your borrowers’ time while helping them get the best rates with Point’s homeowners insurance interfaces.
In this webinar, we explore how you can:
Order HOI quotes through Point in a few simple steps
Provide more HOI options to your borrowers than your competitors
Gain control over the HOI process while increasing borrower satisfaction
This
class teaches you how to create Borrower Master Templates to help you
become more efficient by streamlining data entry in your loan files.
Lean how easy it is to default information into every new file that is created.
Topics covered:
Creating Borrower Master Templates for use with Conventional, FHA, VA and other loans.
Loan Checklists for efficient tracking of documents needed to see the loan through closing
Utilizing the Track Status screen effectively
How to import a template into a loan file not started from a Borrower Master Template
Entering dropdown lists in Point will increase your accuracy and processing speed. This article will teach you how to create dropdown lists for multiple data fields including Warehouse Lender, User Defined Fees, Branch, Region, Taxes, Originator, Closer/Funder and more.
Are you the master of you time or do you let it master you? Do you leverage the best time-saving strategies? Cardex is the answer.
Easily and consistently enter contact information into your loan files.
This class teaches you how to create custom forms that pull data from your loan files.
Learn how to build investor-specific or internal documents and add them to your print groups.
Topics covered:
Creating a custom document
Customizing documents with your company logo
Locating field IDs for insertion into your custom forms
Learn how to enter data for processing Construction-to-Permanent loans in Point.
This webinar will show you:
How to enter data for automated underwriting
Generating the Loan Estimate
Generating the Closing Disclosure
Scenarios will include transactions with a land purchase, a payoff of
an existing lien and land or property used as equity.
Using the Task Manager
How
do you manage your team so everyone knows when they’re up to bat?
Simply leverage your Task Management. Create and assign tasks, send
reminders, and get more done.
Learn
more about designing and viewing reports. Manage your department, your
pipeline and your business more efficiently with the robust reports you
can build in Point. After the report is built, you can view it in
different formats for easy analysis and quick reaction.
Topics covered:
Designing reports to manage your business
Using the Condition Builder to select and set advanced parameters
Generating the report
Viewing your report in Microsoft Excel® and Point Report Viewer
Add efficiency and reliability to your process with Loan Program and Closing Cost Scenario Templates!
In this webinar, we will show you how to create and apply the templates to:
Eliminate repetitive data entry
Minimize keying errors
Set default fees for multiple closing cost scenarios
LE and CD Execution Series
LE & CD Execution Series W1: Fees Worksheet
Navigate the Fees Worksheet
Loan Information section
Fee entry
Summary
LE & CD Execution Series W2: Prepping the LE
Loan Estimate data population
Payoff Adjustments tab
Change of Circumstances
Loan Estimate viewing options
LE & CD Execution Series W3: Closing Cost Worksheet
Introduction to the Closing Cost worksheet
Loan information and defaulting “Paid To” company name
Entering and updating closing cost fees
Closing cost summary
LE & CD Execution Series W4: Prepping the Closing Disclosure
Underwriting
in Point offers a broad overview of the basic forms in Point as well as
a more in-depth exploration of the Banker screens and recommended
reports for Underwriters.
A good foundation is essential for structural integrity. User groups are essential for consistent administration for each user of your software.
Let us show you how to:
Add a user to Point/Point Central
Create a group
Assign a user to group
Setting up Data Folders and Access Rights in PointCentral
Do you need to separate loan files into different folders? Would you like to determine who has access to each folder?
Let us show you how.
Don’t miss the next webinar, Creating Template Sets in Point and PointCentral, for even greater organizational structure.
Topics covered:
Explain workflow folder structure and the purpose of having multiple folders
Review folder settings, auto file naming, company defaults, and dropdown lists
Clarify selecting user groups
Cover Loan View, Operations, Utilities, and Screen Security
Template Set Access Rights
Cardex Access Rights
Using the Task Manager
How do you manage your team so everyone knows when they’re up to bat? Simply leverage your Task Management.
Create and assign tasks, send reminders, and get more done.
This
class teaches you how to create Borrower Master Templates to help you
become more efficient by streamlining data entry in your loan files.
Lean how easy it is to default information into every new file that is created.
Topics covered:
Creating Borrower Master Templates for use with Conventional, FHA, VA and other loans.
Loan Checklists for efficient tracking of documents needed to see the loan through closing
Utilizing the Track Status screen effectively
How to import a template into a loan file not started from a Borrower Master Template
Timesaving shortcuts
MyCalyx Administration for Point and PointCentral
Calling
all MyCalyx Administrators: Learn the ins and outs of Point and
PointCentral software deployment to enhance your expertise and increase
speed of execution.
Training Overview
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