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  • October Breakfast Meeting

October Breakfast Meeting

  • 09 Oct 2015
  • 8:30 AM (PDT)
  • Three Flames Restaurant, Banquet Room 1547 Meridian Ave, San Jose, CA 95125 (408) 269-3133

Registration

Monthly Breakfast Meeting

LET’S GET TO THE POINT. . .
 
NOW IS THE TIME TO LEARN HOW TO USE CALYX POINT CORRECTLY FOR TRID CHANGES


The Loan Estimate and Closing Disclosure documents require us to report fees differently than ever before.  Emily Martinez of Calyx Software will present  the updates to Point that will help you generate the new disclosures for your borrowers, along with some helpful tips and time for questions and answers.
  • 9.2 SP3 release summary and Webcaster and INK-it updates
  • Enhancements and updates to the screens associated with the Loan Estimate and Closing Disclosure
  • Data flow from the Fees Worksheets to the new  disclosures
  • Working with the Service Providers List
  • Updates to the Intent to Proceed with Application form
  • Helpful hints for generating the Loan Estimate and Closing Disclosure




Emily Martinez, Senior Professional Services Consultant

Emily is responsible for developing and implementing training initiatives used both internally and externally.  Customer education programs include webinars, e-classes and live training emphasizing utilization of Calyx Software for maximum workflow efficiencies. Emily has extensive experience in the residential mortgage arena in the fields of Real Estate Investment, Secondary Markets, Employee Training and Mortgage Lending encompassing all areas of Wholesale and Retail channels.

Our monthly breakfast meetings are a great way to network with your peers, learn new things, find ways to succeed in an informal setting. Whether you are a Broker, Owner, Loan Officer, Retail Bank Loan Agent, you'll benefit from attending these meetings.

 

This is the place to get involved and  informed! Members and Prospective Members are welcome!   Come join us!


Breakfast will be served!    

    

Members $10 & Prospective Members $15

Pay at the door. Members $15 Prospective Members $20
 Registration is required. 

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