Using the file export from Calyx, applications in the 3.2 format can be exported directly to the CU*BASE loan queue.
Schedule of Tasks
After signing up a member will reach out to discuss setting up the delivery channel based on the products you offer. Once the delivery channel is configured a Zoom meeting will be scheduled to go through a test import to train any staff on the import process.
How it Works
The applications are imported and attached to a corresponding CU*BASE product based on the term and if the application is for a 1st or 2nd mortgage. The import allows for all of the figures from the application to come over exactly how they were entered on the application.