Delivery and Tracking of TRID Disclosures

Transcription

TRAINING MANUAL
Delivery and Tracking of
TRID Disclosures through
WebCaster and INK-it
800.362.2599 | calyxsoftware.com | training@calyxsoftware.com
Delivery and Tracking of TRID Disclosures through Webcaster & INK-it
NOTICE AND DISCLAIMER
Calyx Software® makes no representations or warranties express or implied with respect to this manual and
will not guarantee the accuracy and completeness of any information. Users of this manual do so with the
understanding that Calyx Software is not engaged in the practice of law and does not render legal, accounting,
or other professional services.
In determining which federal or state forms supplied by Calyx Software should be used in a particular situation,
users of this manual should consult with their own legal counsel for advice. Calyx Software makes no
representation that it supplies forms for every state. Calyx Software reserves the right to change this manual
without notice.
The events, characters and businesses depicted in this training are fictitious. Any similarity to actual
businesses or persons, living or dead, is purely coincidental.
NOTES:
By using these materials you agree to the above terms & conditions.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Calyx Help: http://www.calyxsoftware.com
© Calyx Software - All rights reserved
Page 1
Count on Calyx
Getting Started
We’re excited to help you improve your disclosure delivery and tracking skills through Webcaster and INK-it®.
This course is designed to help you increase your hands-on knowledge while providing you with expert help
from our Professional Services Group.
Your manual includes repeatable learning features, an area for your notes and a visual guide to help you
understand the content of this class. Keep it handy as you continue to learn about Point.
General Class Procedures
Please understand this is a Point Software program class and not a how-to originate or process loans class.
Your instructor will not answer specific loan questions — except as related to the software. It would be helpful if
your questions are related to the topic at hand. If not, your instructor likely will defer the answer until that topic
is covered.
This is not a hands-on class: You are welcome to use your personal computer to follow the instructions but
your instructor cannot take the time to support any technical problems with your equipment or software.
Please turn off cell phones and other devices during the instruction time: This is simple courtesy to the
other students.
NOTES:
The training room will be locked or otherwise secure during the breaks. You may leave your class material if
you wish, however, please take your valuables with you. Neither Calyx Software nor your instructor is
responsible for any loss or damage to your personal items.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 2
Contacting Us
For any questions or feedback pertaining to today’s training, contact our training group at
training@calyxsoftware.com.
Private classes are offered by Calyx Software and include similar content and procedure as the public
classes in an office or institutional setting. To arrange additional private training or customization
assistance for your office, contact your account manager at 800.362.2599.
Objectives:
Generating disclosures for delivery to your borrower(s)

Exchanging Documents with Clients Online (Webcaster)

Utilizing the Document Management repository in Point

eSigning through INK-it
NOTES:

_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 3
Webcaster and INK-it
Need a Website?
WebCaster allows you to promote your business through a professional website that takes only minutes to set
up. Designed to specifically work with Point and PointCentral, WebCaster lets you be anywhere, at anytime
and still provide outstanding service to your clients 24/7.
Already have a website?
Utilizing WebCaster as a plug-in solution will create a seamless integration with Point and PointCentral.
Functions are embedded directly into your existing website without causing any interruption.
NOTES:
Webcaster and INK-it features

Receive applications from clients online

Document Exchange

eDisclosure

Document Storage

eSign
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 4
 Send any document from Document Management
 Ask for signatures
 Allow for download
 Secure web site receiving room
 Easy, anytime access
 Secure delivery and receipt channel
NOTES:
 Instant communication with borrower
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 5
NOTES:
Set up Webcaster Preferences in Point
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 6
Found under Content > Loan
Center > Loan Applications >
Security
NOTES:
Found under Content > Loan
Center > Loan Applications >
Primary Emails
Found under Content >
Loan Center > Loan
Applications >
Delivery
(This section only
completed for Direct
Download into Point)
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 7
Customer Submits Online Application
Customers can:
NOTES:



Create an account
Consent to eDisclosure
Submit their application
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 8
Customer Registration Screen
Optional – adding Credit Check Authorization to online application

This information will be stored in the loan file along with the date of authorization once the application
has been imported into Point (Borrower Information Screen > Contact Info)
NOTES:

_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 9
NOTES:
Receive Online Application from Customer
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 10
Download Application into Point
Loan
Application
Password
NOTES:
Select which
Data Folder
to place the
loan in. As a:
Borrower,
and how to
assign a
Filename
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 11
NOTES:
Locate/Open the new loan in Point
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 12
Import Master Template / Overlay Master Template
NOTES:
Select the appropriate Master
Template from the list.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 13
NOTES:
Requesting Documents from a Customer
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 14
Requesting Documents from Customer
NOTES:
Select
line items
that do
not apply
to this
borrower
and
Delete
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 15
Document Requests
NOTES:
Check the Requested box for all
remaining items to fill in the date
that each document was requested
from the borrower.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 16
Requesting Documents
Use the Shift key to select documents and then Send/Retrieve
NOTES:
Add in any
notes to the
Borrower.
They will see
this note
when they
log into the
website to
view the
document
requests.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 17
Document Requests through Webcaster
 If the borrower has already agreed to eDisclosure on the website, your Document Request will be completed.
NOTES:
 An email will be automatically generated to your borrowers, informing them of the requested documents
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 18
Borrower consent to eDisclosure
If the Borrower has not registered on the website, this message will appear informing you the Borrower has not
accessed the eDisclosure consent statement.
NOTES:
In this case, an account is automatically created on the borrower’s behalf and an email notification is sent. The
default password is the borrower’s social security number.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 19
NOTES:
 Default password is Borrower’s SSN
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 20
NOTES:

Once the Borrower consents to eDisclosure, the Document Request may
be re-sent from Point

An email will be automatically generated informing your borrower of the
requested documents
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 21
NOTES:
Borrower can
attach each
document that was
requested.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 22
NOTES:
Documents sent by Borrower will be found in the Document Management repository in Point

Simply select Send/Retrieve and all documents uploaded by the borrower will be
imported into the loan file in Point

Each document will open in a preview window, allowing you to select from several
options for saving and naming the document.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 23
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 24
NOTES:
The Document Management window will display all items received and saved.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 25
Requesting Disclosures from a Customer


Complete the same steps as if you were printing disclosures.
Change the Output Option to Store. The click Store as one file.
NOTES:
Name the
disclosure
packet
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 26
NOTES:
Complete Category & Type fields then click Add
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 27
Highlight your disclosure packet in the Document Management window, and click Send/Retrieve
Indicate if
signatures are
required on
this set of
documents.
NOTES:
Add any
notes to the
borrower.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 28
NOTES:

An automatically generated email is sent to the borrower
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 29
Documents are opened and the borrower is able to Print, Sign, Upload and Return
NOTES:

_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 30
For more detailed information, or step by step instructions for exchanging documents online with
customers, please visit www.calyxsoftware.com, Knowledge Base, and refer to the following articles:
NOTES:




0245 Webcaster Online Help System
0783 Sending/Receiving Documents to and from your Borrower via Webcaster
0808 How to Download Online Loan Applications
0809 How to Use the Loan Status Update
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 31
Other Features of Document Management
Documents can be stored and managed in the Document Management repository located in the
eLoanFile Menu
There are a few ways to store documents
Add a file from your computer
NOTES:
Select a document from your computer and add it to your Point file
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 32
Drag and Drop
NOTES:
Click on an attachment from an email and “drag and drop” it anywhere onto an open Point file.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 33
Editing/Extracting Documents
NOTES:
Some documents are received and need to be edited before they can be stored
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 34
Sorting Documents with Stacking Orders

NOTES:

Inside of the Document Management repository, you have the ability to select from different
stacking orders.
Stacking orders are used to specify the sequence of forms in the document repository.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 35
NOTES:

Stacking orders are highly customizable.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 36

Select a Document Type from the left, and click Add to move it to the newly created Stacking
Order
We’ve covered:
Webcaster

Document Exchange

Document Management
NOTES:

_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 37
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 38
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 39
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 40
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 41
Using INK-it in Point
 Access the Borrower Forms Window from the Print command
 In the Borrower file, select File > Print as you normally would, to print documents
 Select the documents
NOTES:
 Select INK-it from the Output Option dropdown list
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 42
 Complete the Document Package Name field
 Specify a due date
 Enter Sender’s name and email address
NOTES:
 Send
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 43
NOTES:
Success! Documents uploaded for eSignature.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 44
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 45
Tools to help you document compliance with timing and delivery
1. The disclosures are automatically stored in Document Management
NOTES:
2. The date the disclosures were sent for e-signing is automatically documented in the INK-it
Document Request section of the Tracking Screen
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 46
NOTES:
3. The transaction is automatically logged in your Audit Trail
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 47
NOTES:
Borrower receives an email notification to review and sign documents
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 48
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 49
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 50
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 51
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 52
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 53
Contact Information for INK-it
 Account Managers 1-800-362-2599 to enable INK-it
 www.calyxsoftware.com
 Knowledge Base Article: 0902 Electronic signature INK-it
NOTES:
 Customer Support 1-800-342-2599
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 54
Recap of the Objectives:

Generating disclosures for delivery to your borrower(s)

Exchanging Documents with Clients Online (Webcaster)

Utilizing the Document Management repository in Point

eSigning through INK-it
Using What You Learned
Everything we have shared in class today is just information. You are not required to make any
changes to the way you do business, but you may wish to evaluate these ideas and decide what is
valuable.
Our Professional Services Group works with organizations, like yours, to assist with your needs for
implementing and training to ensure you get the most out of your Calyx Investment. PSG Consulting
is available for on-site consulting as well as on-line consulting. Call 800-362-2599 for additional
details.
We hope that you have found the information beneficial.
NOTES:
Thank you for your attendance!
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 55
Trainer Information
For any additional questions or feedback contact our Training Coordinator, at training@calyxsoftware.com.
NOTES:
Private classes are offered by Calyx Software, and include similar content and procedure as the public classes,
in an office or institutional setting. To arrange additional private training or customization assistance for your
office, contact your account manager at 800.362.2599.
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 56
NOTES:
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Page 57

Delivery and Tracking of TRID Disclosures

Transcription

Similar documents

Pace - Calyx Software

- Singapore Botanic Gardens

attention: scada workers compensation fund participants

bac florida bank / wholesale rates

Eight New Species of Mandevilla Lindley (Apocynaceae

AUTO LOAN INDIVIDUAL_front

RE - Mortgage Loan Home Equity Cover Sheet

PFC_Qualify_Brochure_English Website - Revised - NEW

July 2005 Acanthaceae of La Selva Biological Station Lucinda A

agree - Hatboro Federal Savings

review - Cary Chamber of Commerce