News and Announcements

1. Log into Pulse 2. Click on Setting 3. Click on Workflow 4. Click on the workflow you wish to update    5. Select the Stage you want to either add, modify or delete the task from and click on the number under the Tasks column    6. Click on Create, Update or Delete a […]

The steps are as follows: a. Click on the icon at the top of your menu bar that looks like this or click on “Utilities” and “Cardex Database” b. You should get a screen that looks like this one below c. From this screen click on “File” and “Export” and the screen below should appear […]

The steps are as follows: 1. Pulse Admin needs to log into Pulse 2. Click on “Settings” 3. Click on “Users”  4. Click on “Create” 5. In the top half of the page fill in your basic information to include their Email Address for their User Name, their First and Last Name, and Phone numbers.  […]

On March 16th, 2017, Calyx released PointCentral version 9.5. Last week our Customer Service Team posted to our website, sent notifications via our text service (FocusIT to 33222), and sent out an email to all Authorized Requestors letting them know about the update, and explain why customers do not need to worry about the time […]

The Mortgage Industry has seen countless changings over the past couple of years designed to protect both borrowers and lenders. The most noticeable and impactful being the 2015 TILA-RESPA guidelines. There are a number of changes that happened when TILA-RESPA was put in place including: how the new loan estimate, and closing disclosures need to […]

It is crucial to assess the full efficacy of mortgage software before adopting it in the office. When doing this, assessment of work flow is crucial. Right now it is clear that technology will play a prominent role in the future of loan originations. There are a couple of ways that the mortgage sector is […]

One of the most competitive aspects of the mortgage sector is the customer experience. Many tech startups have noticed this and begun to capitalize on solidifying that client relationship. These CRMs and mortgage marketing softwares help build a more solid borrower experience. In turn we will stir up some great word of mouth business keeping […]

As a new section to our blogs and monthly webinars, focusIT wanted to start having monthly interviews with different departments to update our customer on where we are at with our products, and where we hope to go in the upcoming months! Our second interview this month was with the head of our Pulse team, […]

As a new section to our blogs and monthly webinars focusIT wanted to start having monthly interviews with different departments to update our customer on where we are at with our products, and where we hope to go in the upcoming months. Our first interview this month was with the head of our Customer Service […]

1. Log into Pulse 2. Click on “My Pipeline” on top menu bar 3. Click on either Leads or Loans to find your file 4. Click on your Borrower’s name to open your file 5. To see what Rules Ran look under the “Rules Alerts” tab display on opening 6. Or click on the Emails […]