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Get Nmls Call Report Functionality In Point - Calyx Software 2020-2025
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How to use or fill out the NMLS Call Report Functionality In Point - Calyx Software online
This guide provides clear and comprehensive steps to assist users in filling out the NMLS Call Report Functionality in Point - Calyx Software online. By following these instructions, users will ensure accurate completion of their call report.
Follow the steps to fill out the NMLS Call Report.
- Click the ‘Get Form’ button to access the call report form.
- Fill in the business channel field. This field is available in multiple locations, including the Registration and Rate Lock screen, Secondary Marketing screen, and Underwriting screen. Ensure that the correct channel is selected to accurately represent your operations.
- If you are a retailer or broker, select the Expanded – Filtered by Business Channel Report to ensure you capture all necessary data specific to your business model.
- Include any construction loans in your report. All applicable loans for the reporting period must be entered.
- Verify that you have the correct version of Excel (2007 or above) to generate the report successfully, as earlier versions may not display the required fields correctly.
- Use the Action Taken field in the HMDA reporting screen to ensure all relevant loan statuses, including loans denied or withdrawn, are included in your report.
- Check status drop down boxes appropriately; for the standard report, the default should reflect the report period.
- Before submitting, carefully review each section of the report, ensuring all fields are correctly populated, especially regarding closed loans and any pass-through fees.
- Once all fields are completed and verified, save your changes. You also have the option to download, print, or share the completed form as needed.
Complete your NMLS Call Report online today for accurate and efficient reporting.
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When communicating with a mortgage broker, avoid making vague statements about your financial situation or expressing unrealistic expectations. Clear and honest communication fosters trust and helps brokers assist you better. By understanding the NMLS Call Report Functionality In Point - Calyx Software, you can improve your discussions and the information you present.
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