PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps...

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PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point 9.2 Overview

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Page 1: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

PPD NAME

Emily MartinezTraining and Professional Services Manager

2015

CALYX POINT

Point® helps you get the job done faster and more efficiently

Point 9.2 Overview

Page 2: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Presenter

Emily Martinez Training and Professional Services Manager

Page 3: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

POINT 9.2 3

TILA-RESPA Integrated Disclosures in Point 9.2

Getting the most Out of Your Webinar

o All 1,000 attendees are muted

o Ask questions via the GTW questions box

o The webinar is being recorded and will be available on our website

o The Power Point presentation will be available on our website

o FAQ’s will be available on our website

Legal Disclaimer: The information presented is confidential and proprietary to Calyx Software (“Calyx”) and may not be disclosed without the permission of Calyx. The purpose of this PowerPoint presentation is to provide information, rather than advice or opinion. It is accurate to the best of the speaker’s knowledge as of the date of the presentation. To the extent that this presentation contains any examples, please note that they are for illustrative purposes only and any similarity to actual individuals, entities, places or situations is unintentional and purely coincidental. In addition, any examples are not intended to serve as legal advice. No part of this presentation may be modified, printed, or presented without the permission of Calyx. Calyx and Calyx Software are registered trademarks of Calyx Technologies, Inc. Copyright © 2015 Calyx Software. All rights reserved

Page 4: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Featuring The Loan Estimate and the Closing Disclosure

9.2 release: To provide the new Loan Estimate and Closing Disclosure functionality and we’ve included some additional enhancements to help you generate accurate and compliant disclosures.

Page 5: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Point 9.2 Release Summary:

  Loan Estimate: designed to populate from the existing Fees Worksheet.  Closing Cost Worksheet: modeled after the Fees Worksheet.  Closing Disclosure: designed to populate from the New Closing Cost Worksheet.

Truth-in-Lending screen: includes new, required, fields  Real Estate Broker: license number fields to disclose on the CD.   Time Zone dropdown menu: to disclose on the LE. 

Page 6: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Time Zone

Time Zone dropdown list is available in GFE Screen > Important Dates

Page 7: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Truth-in-Lending (TIL) Screen

APR located above Payment Schedule Section

Populates the LE and CD

TIPlocated below Payment Schedule Section

Populates the LE and CD

Page 8: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Truth-in-Lending Screen (continued)

Added Index Type dropdown field in the ARM Rate Adjustments section

Page 9: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Truth-in-Lending Screen (continued)

Optional Payment section

Optional Payment section

Prepayment Section

Page 10: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Liabilities after ForeclosureSection

Servicing Statement

Escrow Account Information moved from GFE to TIL

Truth-in-Lending (continued)

Page 11: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Point 9.2 Creating the Loan Estimate and the Closing Disclosure

The Loan Estimate and the Closing Disclosure are dynamic

GFE and TIL must continue to be used for applications started prior to the effective date, and for excluded loans .

Calyx customers will need access to all of the disclosures

Calyx will continue to support both sets of disclosures

Page 12: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Loan Estimate and Closing Disclosure

Good News for Calyx Point Users

Steps for creating the LE and CD in a Point file remain virtually the same as the steps for creating the GFE and TIL

Fees Worksheet and TIL screen remain the initial data entry points for data that will populate the new disclosures

Data entered to the Fees Worksheets and TIL screens is routed to the required fields in the LE and the CD

Fees and charges are automatically, alphabetized, rounded and truncated

Page 13: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

POINT 9.2 13

TILA-RESPA Integrated Disclosures in Point 9.2

• Fees Worksheet

• Loan Estimate

• Closing Cost Worksheet

• Closing Disclosures

Page 14: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2Loan Estimate

Your Lender Name, will automatically populate onto the Loan Estimate from your Company default settings in the Utilities Menu Utilities > Company Defaults > Company Information

Page 15: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Loan Estimate

APR and TIP

Automatically calculated in the Truth-In-Lending screen and auto populate the Loan Estimate

Page 16: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Loan Estimate

Adjustable Interest Rate (AIR) Table: populates onto page 2 of the Loan Estimate when the loan is an ARM

Page 17: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Loan Estimate

Adjustable Payment (AP) Table: populates onto page 2 of the Loan Estimate when the loan is an adjustable payment loan

Page 18: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

POINT 9.2 18

TILA-RESPA Integrated Disclosures in Point 9.2Loan Estimate (continued)

Page 19: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

POINT 9.2 19

TILA-RESPA Integrated Disclosures in Point 9.2Loan Estimate (continued)

The Loan Estimate is populated with the fees and charges from the Fees Worksheet and TIL Screen

Page 20: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

Closing Disclosure

The Closing Cost Worksheet is modeled after the Fees Work Sheet and the new Closing disclosure.

Designed to populate from the new Closing Cost Worksheet

Located in the Forms Menu and designed to dynamically generate according to loan type and proper fee and cost groupings.

Closing Cost Worksheet includes Copy from Fees Worksheet functionality

Closing Disclosure has more detail than the Loan Estimate because of tolerances and and settlement charges

Page 21: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

POINT 9.2 21

TILA-RESPA Integrated Disclosures in Point 9.2

Closing Disclosure

Fees from the Closing Cost Worksheet will populate into the correct sections and will be automatically alphabetized

Page 22: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

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TILA-RESPA Integrated Disclosures in Point 9.2

CFPB Resources

A summary of the rule and the rule itself and Dedicated Regulatory Implementation Website:

Small Entity Compliance Guide Guide to Forms Disclosure Timeline Illustration Sample and Annotated Forms Question Index for Webinars Links to Webinars Additional Guidance Materials

www.cfpb.gov

http://www.cfpb.gov/
Page 23: PPD NAME Emily Martinez Training and Professional Services Manager 2015 CALYX POINT Point® helps you get the job done faster and more efficiently Point.

PPD NAME

Emily MartinezTraining and Professional Services Manager

2015

CALYX POINT

The Help You Need

Point User Guide – embedded in your software

F-1 Help from any screen

www.calyxsoftware.com Knowledge Base Articles

Calyx Customer Support 1-800-342-2599

Your Account Manager 1-800-362-2599

[email protected]

TILA-RESPA Integrated Disclosures in Point 9.2

http://www.calyxsoftware.com/
mailto:[email protected]

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