Fax Initials Dropdown with airSlate SignNow

Fax initials dropdown

you this tutorial is a walkthrough of the initial setup of calyx point first we want to set up seven items within the company defaults first we will start with the company information here you'll enter your company name address and telephone numbers to include your fax number I personally use my own office phone number and my own office fax number this way if my clients are looking to contact me and they cannot find my business card they can find my number and fax number on page 4 of the 1003 otherwise you can just put your main office number and your office fax number here next we want to set up the processing center here you also want to enter your company information on who processes if you do your own in-house processing within your company this information will simply be your company's name address phone number and fax you can either put your processors direct number if you have one processor and their fax number here otherwise just default these two as the main phone number for your company and main fax for your company as well next we want to set up the akoha address for your disclosures that will be entered here next we want to set up the California fair lending notice address those addresses will be entered here now we want to set up the denial letter address this how dress gets printed out on the denial of credit letter they get sent when a loan is turned down for either credit or whatever reasons look usually this is the Federal Trade Commission their address and their contact phone number next we want to set up our servicing disclosure statement information here this is where you will enter the data in regards to the servicing of loans last on the company default dropdowns will be your marketing letterhead this is optional if you want to include your company's logo on the pre-formatted marketing letters within point you'll simply browse the logo that's located somewhere on your computer whether that's your my documents or your desktop simply choose it it will enter its path here and it will save it and upload it to the marketing letters within point next we want to set up our three items within our drop-down list these are drop-down lists within the point file when you create a new borrower first we want to set the representative which is you if you're a loan officer you want your name in here you'll simply add it here and go ahead okay if you're a team or husband-and-wife team and this is an individual installation on a single computer you may want to add your partner or your wife's name here so that when you create a new borrower in the drop-down you can designate who the loan officer is whether that's yourself or the other person next we want to set up our drop-down list for our processors when we create a new borrower the new borrower drop-down for a processor will give you a list of this will give you a list of all the processors that you use to process your loans here you will add all the names of all your processors including yourself if you process your own loan files and last on our drop-down list is manner manner in which they hold tile now most of these will all be defaulted in here pre-populated with your calyx point I have added my own which you can do here by simply clicking add and if you use a particular manner in which you or your clients normally hold title you can add that here otherwise the default should be sufficient next we want to set up your auto file naming so that when kelex point creates a new file it will auto file name them so you don't have to worry about naming files first we'll start with the prospect we want to make sure the enable auto file naming box is checked you also want to make sure these boxes are all checked for the prefix I prefer to use as an example here a prefix of PR OS for prospect and a dash as you can see in the example the dash separates the year month and day digits nicely you want to use a two-digit year a two-digit month and a two-digit day as I've done here this is all your own preference I prefer to use the two-digit day on the two-digit and for the counter this will increase the number of unique file names you can generate in one day I set mine at two which is way more than I need next we want to set up our borrower again we want to make sure all our check boxes are checked this prefix here I use the company name in abbreviation this way if I am working with one company doing my loans and then I move to another company doing loans I'll go in here and change the abbreviation of the new company that I'm working for so that if I'm looking for a particular loan file within point I can more easily distinguish the loan file because I can see here which company I did that loan under so simply as my example here I put the abbreviations for the current mortgage company I'm with for the - that way it looks nice here and again I use two-digit year month and day and again two digits here on my unique file name counter the auto file naming function is designed so that if you have multiple borrowers or prospects with the last name for example you enter a new prospect today or borrower with a last name of Smith if you are saving your file names manually you may save that file name as Smith if tomorrow you have another prospect or borrower with the same last name of Smith and you create a new prospect or borrower file for that client you may by nature want to save that new flat file you just created as Smith which may overwrite the file that you created for your client the previous day with the last name of Smith so instead of having to mess with keeping track of all the Smith's the auto file naming feature gets rid of this for you and takes a step out of the process of creating a prospect or borrower file this is the end of this tutorial