Using Point’s SDK to export to MISMO Closing 2.5

In hindsight I should have started with the MISMO enumeration decorated by the Closing version.  Never the less it’s pretty straight forward to export a Point file into MISMO Closing 2.5 format. 

 

var myLoan = Calyx.Point.Data.DataFolderServices.LoanInfo.CreateFrom(@"c:\test.brw");
myLoan.ToMismo( Calyx.Point.Data.MismoFormat.Closing,@"c:\mismoTest.xml");
myLoan.Close();

 LoanFile.ToMismo(MismoFormat, String)  will write an xml  however you can call  LoanFile.ToMismo(MismoFormat)  an XmlDocument.

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Point Macro Definitions and Name's

I always seem to lose track of this information.

current location http://kb.calyxsupport.com/kb/article.php?id=308

 

Field Id Name Description
ADDRESS Company Address Pulls from Utilities > Company Defaults > Company Information.
APR Apr Displays the APR for all files on the report
ATYPE Amortization Type Pulls from Page 1 of the Loan Application. The Amortization Types are Fixed, ARM, or GPM
CITY Company City Pulls from Utilities > Company Defaults > Company Information.
CN Conditions Pulls lines of text that appear in Track > Conditions.
CNDFS Condition - Status Pulls from the right column of the Track > Conditions screen.
COMPANY Company Name Pulls from Utilities > Company Defaults > Company Information.
EQUITY Equity Pulls from Marketing > Prequalification.
FAX Company Fax Pulls from Utilities > Company Defaults > Company Information.
FOLDER Folder Name Data folder name.
FS First or Second First or Second Lien Position from the Prospect or Borrower Information screen.
HBETH Borrower Ethnicity Pulls from the Government Monitoring Section on Page 4 of the Loan Application.
HBRACE HMDA Borrower's race.
HBSEX HMDA Borrower's sex.
HCBETH Co-borrower Ethnicity Pulls from the Government Monitoring Section on Page 4 of the Loan Application.
HCBRACES HMDA Co-borrower's race.
HCSEX2004 HMDA Co-borrower's sex.
HHOEPA Home Ownership and Equity Protection Act Status Pulls from Track > HMDA Reporting.
HINC HMDA Income Based on amount shows on Page 2 of the Loan Application.
HLNA HMDA Loan Amount Loan Amount.
HOCC HMDA Occupancy Refers to the type of property from the Prospect or Borrower Information screen: Primary, Secondary, or Investment.
HPURCH HMDA Purchase Refers to the type of purchaser from Track > HMDA Reporting.
HPURP HMDA Purpose Purpose of loan: Purchase or Refinance
HREASON HMDA Reason Refers to the Reason for Denial from Track > HMDA Reporting.
HREASON2 HMDA Reason 2 Refers to the Reason for Denial from Track > HMDA Reporting.
HREASON3 HMDA Reason 3 Refers to the Reason for Denial from Track > HMDA Reporting
HSTAT HMDA Status Pulls from Track > HMDA Reporting.
HSTATE HMDA State State of property from Prospect or Borrower Information screen.
HTYPE HMDA Type Type (Conventional, FHA, VA)
LATEBAS Late Basic Docs Basic Documents from Track > General.
LATEMISC Late Miscellaneous Late entries from Track > Miscellaneous.
LATEVOD Late VODs Late Verifications of Deposit..
LATEVOE Late VOEs Late Verificiations of Employment.
LATEVOL Late VOLs Late Verifications of Loans
LATEVOM Late VOMs Late Verifications of Mortgage or Rent
NAME Full Name Borrowers first and last name: Last Name, First Name.
PDAY Days Processed The number of days the loan has been opened since the Opened date in Track > General.
PHONE Company Phone Pulls from Utilities > Company Defaults > Company Information.
PTYPE Property Type Pulls from the Transmittal Summary.
PURP Purpose of loan Pulls from Page 1 of the Loan Application: Purchase, Refinance, or Construction.
RES Residency Indicates Primary, Secondary, or Investment from the Prospect or Borrower Information screen.
SDATE Status Date Dates in the Status section of Track > General.
STAT Status of loan Reflects the current status of the loan from Track > General.
TRAMPT Trust Report Amount Paid Amount Paid from Track >Trust Account.
TRAMTR Trust Report Amount Received Amount received from Track > Trust Account.
TRBAL Trust Report Balance Report Balance
TRCHKP Trust Report Check Number - Paid Check number for paid item from Track > Trust Account.
TRCHKR Trust Report Check Number - Received Check number for received item from Track > Trust Account.
TRDATE Trust Report Date Date of item from Track > Trust Account.
TRDESC Trust Report Description Description of item from Track > Trust Account.
TRREM Trust Report Remarks Remarks for each item from Track > Trust Account.
TYPE Loan Type Pulls from Prospect or Borrower Information screen: Conventional, FHA, VA, or Other.
ZIP Company Zip Code Pulls from Utilities > Company Information > Company Defaults.
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OPML for Calyx Support's Message Board

I finally got tired of visiting the Calyx Support Message board today.  So a took a couple minutes to craft a little Regex to parses out all the RSS feeds ( there is not master feed). http://messageboard.calyxsupport.com/RssFeed+[\d]?[\d]-0-0-1\.aspx+

Then created an OPML file

>

<opml version="1.0">
	<head>
		<title></title>
	</head>
	<body>
		<outline title="Calyx Message Board" text="Calyx Message Board">
			<outline text="Calyx Software Message Board / Calyx Point / Cardex" title="Calyx Software Message Board / Calyx Point / Cardex" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed34-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Citrix / Terminal Server" title="Calyx Software Message Board / Calyx Point / Citrix / Terminal Server" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed7-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Communications / E-Mail" title="Calyx Software Message Board / Calyx Point / Communications / E-Mail" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed13-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Custom Forms" title="Calyx Software Message Board / Calyx Point / Custom Forms" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed9-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Fannie Mae" title="Calyx Software Message Board / Calyx Point / Fannie Mae" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed16-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / File Management" title="Calyx Software Message Board / Calyx Point / File Management" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed10-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Forms / Regulations" title="Calyx Software Message Board / Calyx Point / Forms / Regulations" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed11-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Installation / Network Setup" title="Calyx Software Message Board / Calyx Point / Installation / Network Setup" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed5-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Lenders in Point" title="Calyx Software Message Board / Calyx Point / Lenders in Point" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed15-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Miscellaneous" title="Calyx Software Message Board / Calyx Point / Miscellaneous" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed18-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Printing" title="Calyx Software Message Board / Calyx Point / Printing" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed8-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Calyx Point / Reports" title="Calyx Software Message Board / Calyx Point / Reports" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed12-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / General Discussion / General Chat" title="Calyx Software Message Board / General Discussion / General Chat" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed22-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / General Discussion / Industry Chat" title="Calyx Software Message Board / General Discussion / Industry Chat" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed23-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / General Discussion / Message Board" title="Calyx Software Message Board / General Discussion / Message Board" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed30-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / Point Data Server (PDS) / Point Data Server (PDS)" title="Calyx Software Message Board / Point Data Server (PDS) / Point Data Server (PDS)" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed19-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / WebCaster / Suggestions &amp; Requests" title="Calyx Software Message Board / WebCaster / Suggestions &amp; Requests" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed32-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
			<outline text="Calyx Software Message Board / WebCaster / WebCaster" title="Calyx Software Message Board / WebCaster / WebCaster" type="rss" xmlUrl="http://messageboard.calyxsupport.com/RssFeed20-0-0-1.aspx" htmlUrl="http://messageboard.calyxsupport.com/"/>
		</outline>
	</body>
</opml>

copy the above to notepad and save as a .xml file.  You can then import it into your rss reader of choice.

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Its official Point 5.4 and Vista.

March 07 newsletter from Calyx Software:


It’s Calyx Software’s goal to keep up with the needs of our customers.  In keeping with this goal, we’ve made sure that our latest 5.4 version of Point  is 100% compatible with Microsoft Vista.

Note: Windows Vista and the Windows logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries.

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Calyx Point 5.4

    After my last entry I thought I would point out that Point 5.4 runs just fine with Vista.

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