Calyx Point 7 Bedienungsanleitung Seite 8

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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, also
known as Plan, contains a list of all Investor plans that have been associated with the client
account. It is important to understand the hierarchy involved with respect to how Plan Codes are
setup. Each investor has provided DSI with a list of their loan products and the required
documents for each. DSI creates a unique plan code so when a plan is chosen the investor
involved is automatically associated, and the required documents are identified. The Loan
Program element is used for Auditing and Document Selection.
Figure 4-2
DocMagic Interface GuideDocMagic Interface Guide - CALYX Point to DocMagic Online Page 6
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