Import Calyx Point Data

You can import loan programs, closing costs, escrow and title tables, custom loan fields, and a RESPA template from Calyx Point.

To Import a Loan Program or Closing Costs Template:

  1. On the menu bar, click Encompass, and then click Settings.

  2. Click the Import menu, and then click Calyx Point Loan Programs or Calyx Point Closing Costs.

  3. In the Source section, locate and open the folder containing the templates (if not already open).

  4. Click one or more templates (or click Select All).

  5. In the Destination section, change the destination folder if desired.

  6. Click Import.

To Import Settings, Custom Loan Fields, and a RESPA Template:

  1. On the menu bar, click Encompass, and then click Settings.

  2. Click the Import menu, and then click Calyx Point Settings.

  3. Click Browse to locate and open the folders containing the templates and/or data.

  4. Select the checkboxes for the settings you want to import.

    Select the Custom Screen Settings checkbox to import custom loan fields. Select the Servicing Disclosure checkbox to import the RESPA template.

  5. Click Import.