Calyx Software Knowledgebase

1502 Creating a loan program template

Templates/CC Scenarios/Pipeline

  1. Open the Templates tab from the left navigation panel.

  2. Select Loan Program.

  3. Click the New button.
  4. Enter a name for the loan program in the Loan Program Name field.
  5. Complete the remaining fields on the screen that apply to the type of loan for this template.
  6. Save the template.
  7. Tip: Create templates for the types of loans and programs that you use most often, for example, 30 year fixed FNMA.

Also In This Category

Did this article help answer your questions or resolve your problem?

Optionally provide private feedback to help us improve this article...

Thank you for your feedback!

Last Modified: 9 Months Ago
Last Modified By: cswms
Type: Point
Rated 4 stars based on 8 votes.
Article has been viewed 4.5K times.
Find Similar