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Cimmaron  
#1 Posted : Sunday, October 5, 2014 6:54:44 PM(UTC)
Cimmaron
Rank: Administration

Posts: 331

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.

Export to Calyx

 
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).
Export to Calyx
 
  (Figure 1: Calyx Export Wizard)


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