How do I import a 3.4 file into point?

You can import 3.2 and 3.4 files in the same area that you would do your record imports. Navigate to Settings Import. Once there, choose the record to import to (Leads, Prospects, Borrowers, Referral Partners, Associates) and then drop that file into the Drop Files to Upload area.

What is Calyx in mortgage?

Calyx is a cloud-based mortgage loan origination system (LOS) designed to provide service to any lender level. Calyx provides three different solutions depending on the type of lending professional: Calyx Point is designed for mortgage brokers.

How do I pull a 3.4 file from encompass?

Page 1 Export a loan in DU MISMO 3.4 Format. ENCOMPASS. Go to your Pipeline. Click the loan you want to export. ... CALYX POINT. Open the loan file you wish to export. From the top left corner of your screen, navigate to and select File Export To Fannie Mae 3.4 MISMO.

How do I import a 3.2 file into encompass?

Importing the Downloaded File into Encompass: Open Encompass. Go to your Pipeline. Select Import from the Pipeline Dropdown. Select Fannie Mae 3. x. Browse to and Select the downloaded Fannie Mae File. The file is then imported. Return to your Pipeline and find the borrower. Verify that the import occurred successfully.

Calyx Point is a cloud-based loan servicing software designed to help businesses streamline the entire loan origination process, from managing mortgage underwriting to preparing documentation. It allows professionals to create templates for standardizing loan programs, borrower files, closing costs, and more.

How do I import files into Calyx point?

Go to the Data Import menu group and click on Import Point Files to open this screen. The Import Point Files screen allows you to: Select an individual file. Select and entire folder (and sub folders)

How do I upload documents to Calyx point?

To import the Received document into Calyx Point, highlight the document you wish to import and click Import to Calyx Point button.

How do I export a Fannie Mae 3.4 file?

Page 1 Tutorial. Exporting Your. FNMA 3.4 File. Select ACCESS LENDERS. Select EXPORT FILE TO OTHER. ... Located on the Services Tab. Exporting Your. FNMA 3.4 File. 2021 All Credit Considered Mortgage, Inc. ... Located under REQUEST TYPE. ... 2021 All Credit Considered Mortgage, Inc.

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