NMLS Call Report functionality now in Point 7.4 SP3

BJ Bounds

Point 7.4 Service Pack (SP) 3 is now available for immediate download via MyCalyx.  If you are on PointCentral, PointCentral 7.4 is also available now.

This release is extremely timely and significant for the latest NMLS reporting requirements.

SP3 includes several fields that you will need to complete the quarterly NMLS report required for the first time on May 15th.   PointCentral 7.4 has been updated to support the new fields in Point.

If you haven’t begun preparing your loan files for this report, you only have 2 weeks to do so.

In order to prepare for the call report, you will need to make sure all files have the appropriate data fields completed.  You will also need to make sure you have Excel 2007 as the Point reporting template for the Call Report will not work on earlier versions of Excel.

For more information on the NMLS Call Report, check out our NMLS page.  For information on how to use Point to meet this requirement, visit our latest blog or attend tomorrow’s webinar if there is space available. The registration link can be found on the NMLS page.

If you unable to attend the May 3 webinar, don’t worry.  The recorded version will be posted on our website soon.  Until then, you can view brief informational videos on our YouTube channel.

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