The Mortgage Quest Interface Kit allows you to read data directly from Calyx Point for Windows and create Mortgage Quest borrower and contact records. You can also create Calyx Point borrower and prospect files from Mortgage Quest borrower information. The following are exceptions to the common import features:
Other Program Locations - Mortgage Quest reads a file called winpoint.ini to determine which Calyx folders you can access. This file is located in the Windows folder. If the correct Calyx folders don't appear in the Read Data From list, use the Calyx Point Data Folder Manager to create or gain access to the folders you want to read.
If Point is not installed on your computer, you’ll need to create folders for your Point files.
To import files when Calyx Point is not installed
1. Create a folder to contain your Point borrower files: C:/PNTDATA/BORROWER.
2. Move all files that have the file extension “.BRW” into this folder.
3. Create a folder to contain your Point prospect files: C:/PNTDATA/PROSPECT.
4. Move all files that have the file extension “.PRS” into this folder.
5. If you want to have other Point data folders to import, you’ll need to edit the winpoint.ini file located in the Mortgage Quest program folder, C:/PROGRAM FILES/MARKET FOCUS/MORTGAGE QUEST. For example, you might want to create a folder for closed loans, “C:/PNTDATA/CLOSED/BORROWER. Edit the winpoint.ini as follows. Whatever folder you create, you must have subfolders named Borrower and Prospect.
[Directories]
Folder0=C:/PNTDATA
Folder1=C:/PNTDATA/CLOSED
Folder2=SENTINEL
To create Calyx Point files from Mortgage Quest records:
1. Start Mortgage Quest.
2. Go to the borrower record.
3. Select Record / Send to / Point Prospect or Point Borrower.
4. If you created multiple data folders in Calyx, a list of folders is displayed. Select the data folder for the new file.
5. Enter the name of the Point file and click Save. Mortgage Quest creates the file in the directory with information from the borrower record.
Calyx Point Tracking Items
The following Calyx Point tracking items are read into Mortgage Quest status fields when updating borrower information. The information comes from the Calyx Point General Tracking screen. The information contained in the Mortgage Quest status fields are merged automatically into status letters printed for the borrower and all assigned contacts.
Basic Documents Mortgage Quest Status Field
Credit Report Credit Report
Appraisal Report Appraisal
Preliminary Title Report Preliminary Title Report
Line 1 Credit Explanation Letter
Line 2 Tax Return & W2's
Line 3 Sales Escrow Instructions
Line 4 Rental Agreement
Line 5 Homeowners Assoc. Info
To transfer Calyx Point comments to Mortgage Quest:
You can enter 3 lines of comments into Calyx and these will be entered into the borrower status screen.
1. Go to the Loan Status area of the General Tracking screen in Calyx.
2. Enter a date into the Date field just below the Est Close field. Then enter comment number 1 in the adjacent Comments area.
3. Enter comment number 2 into the Comments area just below comment number 1.
4. Enter comment number 3 into the Comments area just below comment number 2.
Other Tracking Items
VOE Employment Verification
VOD Verification of Deposit
VOM Mortgage Verification
POINT Fields Imported into Mortgage Quest
The following fields are imported from POINT and used to create records in Mortgage Quest:
|
Borrower name |
Co-borrower name |
|
Home address |
Property address |
|
Priority of borrower |
Borrower birth date |
|
Borrower’s age |
Co-borrower’s age |
|
Co-borrower birthdate |
Borrower marital status |
|
Borrower’s dependents |
Co-borrower’s dependents |
|
Co-borrower marital status |
Call back date |
|
Home phone number |
Work phone number |
|
Borrower’s fax number |
Co-Borrower’s fax number |
|
Borrower’s email address |
Co-borrower’s email address |
|
Borrower’s FICO score |
Co-borrower’s FICO score |
|
Loan amount |
Loan to value |
|
Loan id |
Interest rate |
|
Type of loan |
Sales price |
|
Base loan amount |
Loan status |
|
Down payment |
Lock date |
|
Close date |
Estimated close date |
|
Application date |
Contingency date |
|
Purpose of loan |
Approval date |
|
ARM adjustment date |
Balloon adjustment date |
|
Commission |
Appraiser |
|
Appraised value |
Margin |
|
Points |
Lender |
|
Borrower social security |
Co-borrower social security |
|
Borrower’s self-employment status |
Co- borrower’s self-employment status |
|
Borrower’s employer and address |
Co-borrower’s employer and address |
|
Borrower’s occupation |
Co-borrower’s occupation |
|
Borrower’s ethnicity |
Co-borrower’s ethnicity |
|
Borrower’s salary |
Co-borrower’s salary |
|
Total income |
Co-borrower work phone number |
|
Debt ratio |
Lifetime Cap |
|
Annual Cap |
Monthly payment |
|
Borrower’s gender |
Co-borrower’s gender |
|
Borrower’s years on job |
Co-borrower’s years on job |
|
Total debts |
Loan processor |
|
Selling agent information * |
Escrow agent information * |
|
Listing agent information * |
Builder information * |
|
Attorney information * |
Seller information * |
* Separate database records are created in Mortgage Quest and automatically assigned to related parties of the loan.
Mortgage Quest Fields Exported to POINT
The following fields are used to create a POINT borrower or prospect file from Mortgage Quest data:
|
Borrower name |
Co-borrower name |
|
Home address |
Property address |
|
Borrower’s age |
Co-borrower’s age |
|
Borrower marital status |
Borrower’s dependents |
|
Work phone number |
Home phone number |
|
Borrower’s fax number |
Co-borrower’s fax number |
|
Borrower’s email address |
Co-borrower’s email address |
|
Loan amount |
Interest rate |
|
Type of loan |
Sales price |
|
Down payment |
Lender |
|
Close date |
Estimated close date |
|
Appraiser |
Appraised value |
|
Borrower social security |
Co-borrower social security |
|
Borrower’s self-employment status |
Co- borrower’s self-employment status |
|
Borrower’s employer and address |
Co-borrower’s employer and address |
|
Borrower’s occupation |
Co-borrower’s occupation |
|
Borrower’s ethnicity |
Co-borrower’s ethnicity |
|
Borrower’s salary |
Co-borrower’s salary |
|
Call back date |
Co-borrower work phone number |
|
Borrower’s gender |
Co-borrower’s gender |
|
Borrower’s years on job |
Co-borrower’s years on job |