Calyx Point 7 Bedienungsanleitung

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Document Systems, Inc.
20501 South Avalon blvd., Suite B
Carson, CA 90746
(800) 649-1362
http://www.docmagic.com
September 28, 2007
CALYX Point to DocMagic Online
DocMagic Interface Guide
Version 2.0
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Inhaltsverzeichnis

Seite 1 - DocMagic Interface Guide

Document Systems, Inc. 20501 South Avalon blvd., Suite B Carson, CA 90746 (800) 649-1362 http://www.docmagic.com September 28, 2007 CALYX Point to Do

Seite 2

Figure 4-4 Borrower Details Clicking the icon in the Details column for a particular Borrower allows for additional detail to be provided, such as

Seite 3

Figure 4-6 4.1.4. Terms/ARM Information DocMagic Interface GuideDocMagic Interface Guide - CALYX Point to DocMagic Online Page 9

Seite 4 - Figure 2-1

Figure 4-7 Rate Type Specifies whether the loan is Fixed or Adjustable. When Adjustable is selected, the ARM area is enabled. When specific field

Seite 5 - Figure 2-3

4.1.5. Providers/Liens Information Figure 4-8 Pressing the down arrow displays the list of 28 Service Provider Types. Figure 4-9 When you

Seite 6 - Figure 3-1

After selecting the services associated with this loan, clicking the down arrow in the Company Name column will display the list of stored Service Pr

Seite 7

Charges Pressing the down arrow displays a list of current charges. Select the charge from the pop-up list. The charge enables defaulting of the cha

Seite 8 - 4.1.1. General Information

4.1.7. Payoffs/Premiums Information Figure 4-12 Premiums Enter any broker rebate or service release premiums, paid outside of closing, by enterin

Seite 9 - Figure 4-3

First Lien = $65,000 DocMagic Interface GuideDocMagic Interface Guide - CALYX Point to DocMagic Online Page 15

Seite 10 - 4.1.3. Property Information

4.1.8. Impounds Information Figure 4-13 Impound Payments Enter the number of disbursements in a year. For example, property taxes paid twice a ye

Seite 11 - Figure 4-6

Note: The aggregate adjustment is simply a direct adjustment to the starting balance of the impound account. Notice that when a figure is defaulted i

Seite 12 - Figure 4-7

Table of Contents 1. Background...

Seite 13 - Figure 4-9

Figure 4-14 Hud-1Worksheet code fields: By clicking on the "code" fields, this will enable you to input other HUD1 line items. Choose eit

Seite 14 - Figure 4-11

Figure 4-15 To generate a Closing Document Package, the Closing County must be populated. Closing Conditions Frequently utilized conditions can be

Seite 15

4.2. Audit Websheet Information DocMagic’s Goof-Proof Audit system instantly analyzes all loan-specific data for accuracy. With over 500 standard d

Seite 16 - Figure 4-12

Warning These errors indicate that the information entered in the reported field differs from the information DocMagic expects to see. This audit is

Seite 17 - First Lien = $65,000

4.3. Document Processing Once all of the necessary data has been entered into the WebSheet and the Audit process has been successful, it is time to p

Seite 18 - 4.1.8. Impounds Information

4.3.2. Document File Format Two formats are available for these package types: 1. DocMagic Blockument (BLK) – Recommended 2. Adobe Portable Docum

Seite 19 - 4.1.9. HUD-1

Flood Certification When your worksheet is processed, a flood determination request containing certain required information is automatically and simu

Seite 20 - 4.1.10. Closing Information

4.4. Download the Document Package Once the Document Process request has been completed, the following screen will be displayed. Upon proce

Seite 21 - Figure 4-16

4.5. DocMaster - Print/View/Transmit Documents DocMaster is a proprietary program that facilitates printing, viewing, re-transmission and imaging of

Seite 22 - 4.2.2. Audit Severity

5. Company Information Calyx Software 6475 Camden Avenue, Suite 207 San Jose, CA 95120 Phone: 408-997-5525 www.calyxsoftware.com 5.1. Product Inform

Seite 23 - Figure 4-17

This document provides information regarding clients using Calyx’s Point platform with DocMagic Online. 1. Background 1.1. Interface  Export from

Seite 24 - 4.3. Document Processing

2. Accessing DocMagic Services At the loan level in the Point program, select Closing Docs… from the Interfaces menu. Figure 2-1 DocMagic Inter

Seite 25 - 4.3.4. Additional Services

Select DocMagic Online by Document Systems, Inc. from the list of Closing Docs Interfaces. Figure 2-2 Click Send Data to transfer the loan informa

Seite 26

3. Importing into DocMagic Online After the export file has been created, the next step is to import the data into DocMagic Online. From the File m

Seite 27

4. DocMagic Online DocMagic Online makes it quick and simple to produce a perfect set of mortgage documents. Five simple steps is all it takes: 1.

Seite 28

4.1.1. General Information Figure 4-1 Loan Program On the General tab, select the Loan Program for this transaction. The Loan Program field, als

Seite 29 - 5.1. Product Information

When a Plan has been selected, the Loan Type and Rate Type (Terms Tab) fields are set accordingly. Alternate Lender The Alternate Lender field

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