News and Announcements
Below you will find our latest product announcements, industry news and tips on running a successful mortgage business.
Updating your Form of Payment
How to Update your Form of Payment for Automatic Billing With credit card fraud at an all time high, it has become the norm to replace our cards every few months. In order to keep your account at focusIT current, please follow the steps listed below for updating your Form of Payment. Via our Website: […]
How to Move Your Loans From One Folder to Another
How to Move Your Loans From One Folder to Another Open Calyx Go under your Primary Data Folder and locate your 2012 loan Click on it to highlight the loan and then click on the MOVE button at the top of your right-hand screen Click the down arrow under the Data Folder box on the […]
How to Create a Point File
How to Create a Point File Under “My Pipeline” select the Leads tab Select your loan that does not have a .BRW file From the lead screen choose the “Setup” tab and “Point Info” under the setup Click on “Create Point File” After the file is created you will see an extension within the Path […]
Point 9.4 Now Avaliable
Point 9.4 Now Available Calyx announces Point version 9.4 is now available. They encourage you to log in to MyCalyx to download Point 9.4 and deploy the latest update to your users. This is a client side upgrade and can be deployed at any time from MyCalyx. The focus of this release is to: Update Point […]
Presenting: Pulse Marketing
How do you stay one step ahead of the competition in the “information age?” Nurture leads! FocusIT is happy to announce Pulse Marketing, a lead nurturing workflow solution for the digital age! What is Pulse Marketing? Pulse Marketing is the digital age workflow solution the mortgage industry has been waiting for. It allows users to […]
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How To Clone an Email Template in Pulse
We’ve created a detailed, step-by-step PDF guide on how to Clone an Email Template in Pulse. Click here to view the full guide!
How to create a new Data Folder in Point Central
How to create a new Data Folder in Point Central The steps are as follows: 1. Log into Point Central 2. Click on Data Folders under the menu on the left-hand side of the screen 3. Click on Add Data Folder 1.Type the name of the new folder and click on Add Data Folder 2. […]
Calyx PointCentral upgrade to 9.3 Schedule
Starting Monday, June 13th we will begin our automated upgrade of all PointCentral servers with the goal of having all servers completely upgraded to Calyx PointCentral version 9.3 by June 24th. Be on the lookout for several automated emails that will be sent to the Authorized Requester(s) on the account with the date and time […]
How to apply a Workflow
Follow the steps below to apply a workflow Log into your Pulse website Click on My Pipeline Click on the Loan’s tab Locate your file and double click on the Borrower name to open From the center menu bar click on Workflow Setup Click the down arrow under the Workflow Template box and […]
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