Closing Process

Following these steps so that we can issue you your commission check in the quickest time possible

List of Steps

step 1

Ensure Fees Match In Point

Upon recording request a copy of the FINAL HUD/CD from escrow and begin matching the fees into your Point file Fee Worksheet. This would also be a good time to make sure your point file data is accurate. 

Tip: If you're using a contract processor, you can first request a copy of your processor's Point (Fannie Mae 3.4) file and replace the one you have

step 2

Import your file into Point

It's time to upload your documentation to your Calyx Point file. It's a good idea to upload your income documentation, insurance policy, identification, and any other documentation you think will be needed in the future if you were to work with that client again.


💡To do so, locate eloanfile from the menu bar and select Document Manager from the dropdown list. Click on Add to begin uploading your documents. Naming your documents accurately and categorizing them correctly will help to locate documents quickly in the future. 


The 3 Required Documents every file must have:

  • Copy of the Final HUD from escrow
  • A Borrower's Authorization form with our company's name signed by each applicant
  • A signed application (1003) with our company's name on it - You can usually extract this from the initial disclosure packet
step 3

Submit your Closing to Operations

Now that you have completed the previous two steps it's time to let your operations team know you're ready to be paid. Fill out the form below to have your closing get processed.

First Name*
Last Name*
Loan officer
Email Address*
Type of Loan*
Please Select One
  • Government (FHA, VA, USDA)
  • Conventional
  • Hard Money or Non-QM
  • Gov. or Conventional w/ DPA
Additional Info
0 of 350
Are the following documents in Point?
 Submit Application


Extras

Good Practice

Update your CRM accordingly. Ensure that the closing date is entered along with the terms of the loan (Interest rate, term, type of program, etc...). This will allow you to look for refinance opportunities in the future


Marketing

Adding them to a Post-Close Campaign is very effective in keeping top of mind with your client and building a long term relationship with them

>