How-To Guides

Sign In to Calyx Path

Go to: privatemortgagegroup.calyxpath.com

• • Username: First Initial + Last Name (e.g., JDoe)
• • Temp Password: Pmg123!#
• ⚠ On first login, set a new password and recovery questions.

Import the Loan File

• • Import either an FNM 3.2 or ULAD 3.4 file
• • Select the correct file type so it loads properly

Production → Borrower

• • If married, both spouses must be entered — even if spouse is not on the loan
• • Complete all fields: SSN/ITIN (use 111-11-1111 if no SSN), DOB, Phone, Email, Citizenship, Address, Housing Expenses, Income, Assets, Liabilities, Property Owned, Declarations & Demographics

Production → Property

• • Enter Subject Property information
• • Enter Contract details: Escrow Close Date, Contract Date, Seller (click dark blue + to add)

Production → Quote Screen — Pull Credit

• • Click Reissue The Credit Report
• • Check borrower box (upper left)
• • Select credit vendor, Credit Type, and Request Type (new order or reissue)
• • Select all 3 bureaus: Equifax, Experian, TransUnion
• • Click Order → verify info → click Submit
• • When report populates, click Import All

Pick Program & Run Pricing

• • Fill in all RED fields: Lock Period (30 days), Base Loan Amount, Loan Type (Conventional), Loan Purpose, Total Loan Amount, Desired Note Rate, Appraised Value
• • Property Occupancy, Documentation Program Type (P&L = GenericDocType11)
• • Amortization Type, Credit Score
• • Citizenship: MUST select NPRA (ITIN)
• • State, Zip, Property Type
• • Click Search — eligible products at top, ineligible at bottom
• • Select Product, then select Price

Production → Send/Status

• • Our team will call to confirm LO compensation
• • Our team reviews entries and sends disclosures
• • Processor will request all documents on hand
• Required at submission: Income docs, Photo ID, ITIN or SSN, Credit Report, Purchase Agreement, Title contact info, borrower/co-borrower email + phone