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Frequently Asked Questions (FAQ)

What are the advantages of applying online?

Must I have a web site to use PointExpress?

How easy is it to set up an online loan application page?

Can I trust that the online system is secure?

Will loan applicants get unsolicited emails?

Why is "wet signature" required for online applications?

What about loan applicants who don't have a printer?

What levels of Point integration do you offer?

Answers

What are the advantages of applying online?
Applying online is faster, more convenient, more reliable and more accurate than using paper forms. It is fast because the completed application is in the hands of the loan rep seconds after the prospect has entered the information online. It is convenient because the information is transferred automatically and directly to the loan rep (or even to your loan processing software), without the need to fax, mail or carry the paper form to your office. It is more reliable and accurate because the informaiton is entered into the computer exactly as the prospect entered it, eliminating potential data entry errors when the information from a paper form is transcribed by a third person.

Must I have a web site to use PointExpress?
No. Having your own website will probably be good for your business, but is not required for using our online loan application forms. All your prospects need in order to access your online loan application page is the URL of the page. You can let them know this URL by email, fax, phone or a letter, or they can get it from a brochure, advertisment, business card, or any other written communication.

How easy is it to set up an online loan application page?
It's very easy for you, because we do all the work. If our default forms don't exactly match your needs, just tell us what fields you need to add or remove, and we'll customize the forms for you. We'll also need a list of the loan officers with their email addresses, so we can create the appropriate accounts.

Can I trust that the online system is secure?
We use Secure Server for confinential, reliable data collection. This insures that nobody else can "listen-in" or access the prospects' or your own data. For more details please see our Privacy Policy.

Will loan applicants get unsolicited emails?
No! We use prospects' email addresses only for communications regarding their loan application. We do not disclose applicats' email addresses to anyone else but you (the loan broker), and we do not send unsolicited emails. For more details please see our Privacy Policy.

Why is "wet signature" required for online applications?
Many lenders still require applicants' "wet" signature on paper.

What about loan applicants who don't have a printer?
Prospects who don't have a printer, or are unable to print the application forms on their computer, can request the loan broker to fax or mail them the forms, or pick them up at your office.

What levels of Point integration do you offer?
We offer three levels of integration with Calyx's Point loan origination software:

1. Manual import: When a loan application is submitted, your loan officer receives an email which contain a link. Upon clicking this link, you can download the application data from our website, then import tha application to point using a template file that we supply.

2. Automatic import: Each online loan application is automatically imported into Point. This requires that your Point computer is accessible from the Internet via a fixed (static) IP address.

3. Automatic import and manual export: In addition to automatic import, you will be able to export closed loan data from Point to PointExpress, so you can market services (such as refinancing) to your existing client base.





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