Exporting liabilities from the website to Calyx Point

 

In your Report List:

 

1.       Find the credit report you want to export to Calyx Point.  Click on the reference number that corresponds to that credit report.

 

 

 

2.       Click on the export button on the right.

 

3.       Enter account information.

 

 

 

 

You will be prompted with the following window, continue to Step 4 for further instructions.

 

4.       If you would like to create a new Point Borrower file, select the 1^st option Create a new Point Borrower file automatically. 

IMPORTANT:  If you have an existing file, go to Step 5.

 

 

 

 

Type in the name of the file in the Filename field and click the Save button.

 

 

 

 

5.       If you have an existing Point borrower file, select the 2^nd option Search for an existing Point Borrower File.

 

 

 

Highlight the existing file with your mouse and click the Open button.

 

6.  A new window should appear with the credit report.

 

 

 

 

 

7.  In your Calyx Point application, a notification window will appear confirming that the point borrower file has been updated. 

*Note:  You may not receive the notification window if you have the borrower file open during the export.  Close the borrower file and open it again and the notification window will appear.

 

 

8.  Double check the information exported by going to Page 2 in the loan application, scroll down to the section LIABILITIES, and clicking on the Show All button.