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Marketing With Calyx Point

Presented by Stephen Breden Calyx Certified Trainer and Consultant Colleyville, TX May 12, 2005. Marketing With Calyx Point. 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

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Marketing With Calyx Point

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  1. Presented by Stephen Breden Calyx Certified Trainer and Consultant Colleyville, TX May 12, 2005 Marketing With Calyx Point The presentation will start at 10:36.

  2. 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

  3. 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 …

  4. 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

  5. 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.

  6. 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

  7. Completing the Loan Comparison

  8. Open House Flyer

  9. Completed Flyer

  10. 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

  11. Completing the Rent vs. Own

  12. Completed Rent vs. Own

  13. Adding Your Company Logo

  14. Inserting the Logo or Image

  15. 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

  16. 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

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