Calyx Software Knowledgebase

2621 Completing the RegulatorConnect screen

Loan-related Tasks

The RegulatorConnect screen in Point is used for collecting state auditor required data on loan files.

To complete the RegulatorConnect screen:

  1. Open a file in Point.
  2. Use the top menu to select Track > RegulatorConnect.

  3. Note: If excluding a file from the RegulatorConnect report, use the Exclude from RegulatorConnect report checkbox at the top of the screen.

  4. The Lender section will automatically populate from other screens.
  5. Complete any applicable fields and sections pertaining to the loan.
  6. If file is not being excluded from the report, use the checkboxes in the NMLS Mortgage Call Report section to select either Prime or FAS 140 Sale Treatment as applicable.

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: Last Month
Last Modified By: cswms
Type: Point
Article not rated yet.
Article has been viewed 338 times.