LoyaltyLoop - Calyx Point - Export Guide

Calyx Point - Export Guide

Follow these instructions to add the LoyaltyLoop "Closed Loans" report to your Point Reports List.   LoyaltyLoop worked closely with the Professional Services Team at Calyx to ensure that all the essential data elements have been included in this report. 

The Closed Loan report will include detailed contact information for each closed loan.  The report includes the following fields: e-mail addresses for each listing agent, borrower agent, borrower, loan officer, and several other fields used to personalize the email message and aid in customer follow-up and analysis.  

This one-time task should take no more than 5 minutes once you receive the customized LoyaltyLoop Report.  To request your report, send an email to support@loyaltyloop.com.  Once the report is added to your report list, you will be able to create and email your Closed Loan report to us in less than a minute.  The goal is 1 minute of your time a month to get meaningful customer feedback. 

  1. Save/copy the report provided by Support to your desktop.  File will be sent as an attachment from LoyaltyLoop (Report name: -LoyaltyLoop - Closed Loans.rpt) DO NOT TRY TO OPEN.
  2. Open Point
  3. Go to the Navigation Panel and select the Templates tab
  4. Select the first radio button – Reports
  5. Go to the upper left corner to the word: File
  6. Select Open File and navigate to the desktop selecting –LoyaltyLoop – Closed Loans
  7. Go to File, Save As: -LoyaltyLoop – Closed Loans   (Putting the dash in front of the name allows this report to be at the top of the list.)
  8. Close the file. (If the file asks to save changes, say yes)
  9. Go to reports and it will be on the dropdown.

Each time you run the report it should take less than a minute.   Please upload your report to your Launch Pad, or email it to your location's Launch File Email Address.

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