Loan originators who are using Shape to automate their mortgage processes and to manage their lead & customer database, can create new loans into their Calyx Point LOS system via a 3.2 export Shape, maintaining all important borrower information and correspondence in a single location.
Export FNM 3.2 or MISMO 3.4 files from within record details. Click on the “LOS” dropdown and click on “Download to Fannie Mae File” for a 3.2 file download and click on “Download to MISMO 3.4 File” to download a 3.4 file.
You can import 3.2 and 3.4 files in the same area that you would do your record imports. Navigate to Settings > Import. Once there, choose the record to import to (Leads, Prospects, Borrowers, Referral Partners, Associates) and then drop that file into the “Drop Files to Upload” area. The system will automatically map the file for you.
Note: Please note that when importing 3.2 and 3.4 files, the files will automatically assign to the user importing the files. Additionally, 3.2 and 3.4 files do not contain the “Status” of the file, so it is important to status the newly imported record after you’ve completed the import.
Calyx Point does not offer an API integration with Shape at this time.
Keywords: calyx, point, point central, LOS, integration, 3.2, 3.4, MISMO, FNM
