Marketing With Calyx Point

Presented byStephen Breden

Calyx Certified Trainer and ConsultantColleyville, TXMay 12, 2005

The presentation will start at 10:36.

Who Is Stephen Breden

Original Calyx Customer from Sacramento, CA, June 1992

One of four certified Calyx trainers Microsoft Certified (MCSE+I) Contributing Editor to Mortgage Originator

Magazine Licensed Broker since 1990 in CA; licensed

Broker since 2000 in TX Member of TAMB, former member of CAMB E-mail: steve3030@msn.com

Point Is Very EasyTo Use But…

Most of us use it for completing a loan application It provides an all in one originating and processing

solution It interfaces with many other programs and systems,

including contact management and marketing The Prospect side of Point allows the Originator to

generate marketing oriented promotional items We will go through some of these different items and

show you how to market with them …

The Amortization Schedule

Forms a part of the TIL May be generated on paper or as a PDF file Should be routinely provided to any client

either during processing or as a follow-up to a successful closing

Allows for the “additional payment” prepayment scenario

Preparing the Amortization Schedule

Enter the extra payment information if desired.

Be sure and click on the “Prepared For” to add the name of your Realtor or Builder.

Loan Comparison

•Allows you to compare up to three loan programs/closing cost scenarios

•Is an ideal example of templates applied for marketing purposes

•Provides a snapshot of the payment and cash flow differences between the different programs

•Forms the basis for the Open House Flyer, which compares three loan situations for a particular property

Completing the Loan Comparison

Open House Flyer

Completed Flyer

Rent vs. Own

Compare over a reasonable time frame Plug in a reasonable appreciation

number for your particular market Compare with an alternative way to

invest the down payment, at a conservative interest rate

Completing the Rent vs. Own

Completed Rent vs. Own

Adding Your Company Logo

Inserting the Logo or Image

Adding a Picture from Realtor.com

Go to the appropriate website. Find the picture of the property

Right hand click your mouse over the picture. Left hand click to “save as” to the c:\pnttempl\images folder and save as a BMP file

Browse to this picture from the Loan Comparison Screen – Open House Flyer tab from the bottom of the screen

Calyx Certified Training Additional web-based courses Private on-site classes and consulting Public classes held in many cities

throughout the year E-mail Karol Pierce at

training@calyxsoftware.com

Call Calyx Training at

877-836-7655 for more information