This Old Code - Calyx

Using Point’s SDK to export to MISMO Closing 2.5

Aaron Fischer — Thu, 09 Jul 2009 14:16:50 GMT

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

Aaron Fischer — Thu, 08 Nov 2007 20:04:01 GMT

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

Aaron Fischer — Wed, 26 Sep 2007 21:11:28 GMT

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.

Aaron Fischer — Mon, 05 Mar 2007 17:03:35 GMT

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

Aaron Fischer — Thu, 01 Mar 2007 15:01:51 GMT

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

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