News and Announcements
Below you will find our latest product announcements, industry news and tips on running a successful mortgage business.
Mortgage Industry Compliant Communication
Is Your Mortgage Communication Secure and Compliant? SecureShare has been developed specifically for the Mortgage Industry. SecureShare provides instant compliance, encrypted communication and easy setup. Why It’s More Important Than Ever With the increasing risk of transacting business communications online, it is critical that your systems are secure and compliant. Building an internal system […]
3 Ways to Prepare For Mortgage Approval
Preparing for a mortgage approval can give nail-biting, stomach-churning feelings, but the good news is: It doesn’t have to! If you’re wondering, “How do I get approved for a mortgage?” following these 3 steps will not only help make it a ton easier, but will also help you get your financial health in order for […]
Pulse v5 is Live!
The focusIT family is thrilled to announce that our latest and greatest project, Pulse v5 is live! Our beloved Pulse system has gotten a makeover and is now completely redesigned, and more functional than ever. Because easy-to-use softwares? They’re effective softwares. Wondering what that may look like for you and your team? Alerts! The […]
Pulse Version 5 is Less than 30 Days Away!
Doing HDMA Right the First Time
Calyx + QuestSoft = Your HDMA Solution Or view this on Calyx’s website here!
Uniform Closing Data Requirements
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 […]
Assigning Rights to a Data Folder
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 Edit Data […]
Creating a Loan Program Template in Point
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 […]
How to Modify an Email Template within Pulse
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 template you want to make changes to and click […]
How to Create a List for Just One Loan Office or Processor in Pulse Marketing
• 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 “Users” tab • Click the […]
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