Marketing With Calyx Point
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Transcript of Marketing With Calyx Point
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Marketing With Calyx Point
Presented byStephen Breden
Calyx Certified Trainer and ConsultantColleyville, TXMay 12, 2005
The presentation will start at 10:36.
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Who Is Stephen Breden
Original Calyx Customer from Sacramento, CA, June 1992
One of four certified Calyx trainers Microsoft Certified (MCSE+I) Contributing Editor to Mortgage Originator
Magazine Licensed Broker since 1990 in CA; licensed
Broker since 2000 in TX Member of TAMB, former member of CAMB E-mail: [email protected]
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Point Is Very EasyTo Use But…
Most of us use it for completing a loan application It provides an all in one originating and processing
solution It interfaces with many other programs and systems,
including contact management and marketing The Prospect side of Point allows the Originator to
generate marketing oriented promotional items We will go through some of these different items and
show you how to market with them …
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The Amortization Schedule
Forms a part of the TIL May be generated on paper or as a PDF file Should be routinely provided to any client
either during processing or as a follow-up to a successful closing
Allows for the “additional payment” prepayment scenario
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Preparing the Amortization Schedule
Enter the extra payment information if desired.
Be sure and click on the “Prepared For” to add the name of your Realtor or Builder.
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Loan Comparison
•Allows you to compare up to three loan programs/closing cost scenarios
•Is an ideal example of templates applied for marketing purposes
•Provides a snapshot of the payment and cash flow differences between the different programs
•Forms the basis for the Open House Flyer, which compares three loan situations for a particular property
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Completing the Loan Comparison
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Open House Flyer
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Completed Flyer
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Rent vs. Own
Compare over a reasonable time frame Plug in a reasonable appreciation
number for your particular market Compare with an alternative way to
invest the down payment, at a conservative interest rate
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Completing the Rent vs. Own
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Completed Rent vs. Own
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Adding Your Company Logo
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Inserting the Logo or Image
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Adding a Picture from Realtor.com
Go to the appropriate website. Find the picture of the property
Right hand click your mouse over the picture. Left hand click to “save as” to the c:\pnttempl\images folder and save as a BMP file
Browse to this picture from the Loan Comparison Screen – Open House Flyer tab from the bottom of the screen
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Calyx Certified Training Additional web-based courses Private on-site classes and consulting Public classes held in many cities
throughout the year E-mail Karol Pierce at
Call Calyx Training at
877-836-7655 for more information