focusIT News and Info

focusIT News and Info

Uniform Closing Data Requirements
Uniform Closing Data Requirements
focusIT Sales Team - Thursday, September 14, 2017

Are you interested in learning how to complete Uniform Closing Data (UCD) requirements using Point? Join Calyx’s webinar on September 20 at 10:30 a.m. CDT. It will include the following: Preparing a loan file for UCD Exporting data to UCD Resolving common error messages Q & A with Fannie Mae Click here to Register today on Calyx’s website!   Read More

Assigning Rights to a Data Folder
Assigning Rights to a Data Folder
focusIT Sales Team - Tuesday, August 29, 2017

Assigning user or user group Access rights to a data folder 1. Log into your PointCentral Administration site. 2. From the left Navigation Menu, go to Data Folders, then List Data Folders. 3. Click Edit next to the Data Folder to which you are assigning access rights. 4. Beneath the Ed  Read More

Creating a Loan Program Template in Point
Creating a Loan Program Template in Point
focusIT Sales Team - Wednesday, August 02, 2017

Save time and increase productivity by creating templates for the types of loans and programs you use most often, for example, 30-year fixed FNMA. Here’s how to do it in six easy steps: 1. Open the Templates tab from the left navigation menu. 2. Select Loan Program. 3. Click the New button to open the Loan Program template screen. 4. Enter a name for the l  Read More

How to Create a List for Just One Loan Office or Processor in Pulse Marketing
How to Create a List for Just One Loan Office or Processor in Pulse Marketing
focusIT Sales Team - Wednesday, August 02, 2017

• Log into Pulse Marketing • Click on “List” • Click on “Create List” • Give the List a Name • Choose the type of List, either Automatic or Dynamic • Select the Branch or Branches • Click on “Next” • Under the “Add to List Filter” page click the   Read More

How to Modify an Email Template within Pulse
How to Modify an Email Template within Pulse
focusIT Sales Team - Wednesday, August 02, 2017

The steps are as follows: 1. Log into Pulse 2. Click on the Setting button 3. Click on Email Templates 4. You will see two tabs, one labeled “Email Templates” and one labeled “Email Skins”. Click on “Email Templates” 5. Scroll down to locate the email templat  Read More

How to Copy a Marketing Template to Make a New One
How to Copy a Marketing Template to Make a New One
focusIT Sales Team - Monday, June 26, 2017

Steps are as follows 1. Find it at the top of your list 2. Go to the Actions button and click the down arrow 3. Select Copy from the list 4. Click on confirm 5. Click on OK 6. Now you will see a second copy of the Master with an _ and numbers at the end 7. Open this copy up, not the Master 8. Click Next under Step 1, it’s already setup 9. Under S  Read More

Pulse Marketing Features
Pulse Marketing Features
focusIT Sales Team - Monday, June 26, 2017

The Menu bar is made up of 5 Buttons that help the user navigate their way through the system. Button 1: Templates - This feature allow the user to create their own Marketing Templates or modify the ones delivered with the program. It also provides a wonderful tool set that allow the user to not only insert pictures and text within th  Read More

Introducing Pulse Pipeline!
Introducing Pulse Pipeline!
focusIT Sales Team - Tuesday, June 20, 2017

FocusIT is always working on making Pulse a bigger and better system for Mortgage Professionals. We released Pulse 4.0 earlier this year and are receiving rave reviews from both current users of Pulse and interested individuals who attend our weekly demo. We have decided to offer Pulse Pipeline to one PointCentral user on each account for additional cost! This single user   Read More

Pulse Marketing: How to Create a List Using Selected PointCentral Folders
Pulse Marketing: How to Create a List Using Selected PointCentral Folders
focusIT Sales Team - Thursday, June 08, 2017

1. Log into Pulse Marketing 2. Click on List 3. Click on Create List 4. Give the List a Name 5. Choose the type of List 6. Click on Next 7. Under the “Add to List Filter” page click the down arrow under Folder and select your folder. 8. Click on “Preview Filter” 9. Click on Save and you ha  Read More

How to Apply or Change a Template within PointCentral
How to Apply or Change a Template within PointCentral
focusIT Sales Team - Thursday, June 08, 2017

1. Log into Point 2. Select your file and open it 3. Click on File 4. Click on Import From 5. Click on Borrower Master File to get a list of all your templates 6. Select the Template to apply or the one you need to change your file to and click on Open. 7. You will get a popup window telling you the Data was imported   Read More