Point – Getting Started Videos

Calyx has posted many support videos online and it is suggested that each new Loan Originator take half of a day to review the videos to better understand Point and the “process” a loan takes from beginning to end.

Getting Started with Calyx Point Central

• Customer Success Center (3 min):  https://vimeo.com/336894446
• Getting Started with POINT: https://customers.calyxsoftware.com/articles/videos/Getting-Started-16-5-2019
• Originating Loans in POINT: https://customers.calyxsoftware.com/articles/videos/Originating-Loans-in-Point-16-5-2019
• Setting up Company Defaults: https://customers.calyxsoftware.com/articles/videos/Setting-up-Company-Defaults-in-Point-17-5-2019

ZIP, Ink-IT + Document Management

Documenting what’s possible in moving to the “digital” loan process. Request Loan Docs and files, securely for FREE using Zip and then add them to a stacking order.

• Overall (Digital) Process: https://customers.calyxsoftware.com/articles/videos/Point-Tips-Preparing-Your-Lender-12-3-2020?lId=00p00000000001D00bz&lname=Training

• ZIP for Home: https://customers.calyxsoftware.com/articles/category/videos/00n00000000002h00bz
• Ink-IT: https://customers.calyxsoftware.com/articles/videos/eSignatures-in-Point-for-Zip-Users-10-7-2019
• Document Management: https://customers.calyxsoftware.com/articles/videos/Document-Management-Greater-14-5-2019

• How to Setup Zip for Home