October Breakfast Meeting

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.