 Rank: Administration
Posts: 331
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Export to Calyx®
Learn how to export loans to Calyx® from the Loan Scenario tab. The Calyx sync feature allows you to select a Loan Scenario and export it to Calyx on demand. Options include selecting an Calyx® template, folder, and loan officer.
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Watch this video tutorial to learn how to export a loan to Calyx from the Contact - Loan Scenario tab using the Calyx Export Wizard (Figure 1). |
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(Figure 1: Calyx Export Wizard)
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