CANDID vs. Calyx Point Comparison


CANDID CANDID APP	Calyx Point Calyx Software 5.0 out of 5 stars
Learn More about CANDID Update Features for CANDID	Learn More about Calyx Point Update Features for Calyx Point	Add To Compare	Add To Compare

CANDID	Calyx Point
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CANDID: About CANDID is a mortgage CRM and lending workflow platform for mortgage lenders and loan officers. The web-based system brings borrower and referral-partner relationship management together with loan pipelines, task and communication workflows, and reporting. Teams can track prospects and applications, coordinate follow-up, and manage the borrower journey from initial inquiry through closing. CANDID also provides automation and AI-assisted tools for lead engagement and operational work, with integrations to mortgage loan-origination systems including Encompass, LendingPad, ARIVE, and Nano. The platform is intended for independent mortgage banks, mortgage brokers, credit unions, and other lending teams seeking to manage sales and borrower relationships alongside their lending workflows.	Calyx Point: About Say “hello” to a faster, more efficient loan process. The industry’s leading LOS for mortgage brokers, Point covers the complete origination process from initial application to closing. Know what you’re going to pay with no hidden fees or contract required. Ensure consistency with templates to standardize borrower files, loan programs, closing costs, and more. Capture, create, and save pre-application data for prequalifying prospective borrowers. Strengthen your relationships with borrowers via marketing tools such as open house flyers, loan comparisons, and pre-approval letters. More than 200 vendor partners are integrated into Point, providing credit reporting, appraisal, and asset verification services, product pricing and eligibility, closing documents, compliance services, and more. Click a button and a connection is automatically made for you, so you can quickly exchange data with hundreds of service providers.
CANDID: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Calyx Point: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
CANDID: Audience Mortgage companies, banks, credit unions, mortgage brokers, and lending teams, including loan officers and mortgage sales, marketing, and operations teams.	Calyx Point: Audience Brokers and general agents searching for an insurance CPQ solution to sell faster by eliminating data entry
CANDID: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported	Calyx Point: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported
CANDID: API Offers API Not Supported	Calyx Point: API Offers API Not Supported
CANDID: Screenshots and Videos No images available	Calyx Point: Screenshots and Videos View more images or videos
CANDID: Pricing No information available. Free Version Not Supported Free Trial Not Supported	Calyx Point: Pricing No information available. Free Version Not Supported Free Trial Not Supported
CANDID: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Calyx Point: Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.5 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
	Calyx Point: Pros & Cons from Real Users Pros The ease of use for this software is what makes me prefer it from the other LOS software's that are out there. Easy to navigate. I like that the application info is reflected in the same order as the 1003. This makes it easy to use. Cons It can be difficult sometimes to figure out where to find certain fields. It would be nice if they had more marketing capabilities.
CANDID: Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Calyx Point: Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
CANDID: Company Information CANDID APP Founded: 2020 United States candid.inc/	Calyx Point: Company Information Calyx Software Founded: 1998 United States www.calyxsoftware.com
CANDID: Alternatives LendingPad 4.6 out of 5 stars	Calyx Point: Alternatives LendingPad 4.6 out of 5 stars
CANDID: Fiserv Mortgage Director Fiserv	Calyx Point: PerfectLO
CANDID: ReverseVision LOS ReverseVision	Calyx Point: DocMagic
CANDID: Tavant Touchless Tavant	Calyx Point: MeridianLink Mortgage MeridianLink
CANDID: SettlementOne View All	Calyx Point: ABLE Platform 5.0 out of 5 stars View All
CANDID: Categories CRM Supported	Calyx Point: Categories Loan Origination Supported Mortgage and Loans Supported
	Calyx Point: Show More Features Loan Origination Features Amortization Schedule Supported Audit Trail Supported Closing Documents Not Supported Compliance Management Not Supported Customer Database Supported Digital Signature Not Supported Document Management Supported Fee Management Not Supported Loan Processing Supported Online Application Supported Mortgage and Loans Features Amortization Schedule Supported Client Database Not Supported Closing Documents Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Supported Customer Statements Not Supported Document Management Supported Electronic Applications Supported Government Loans Supported Loan Origination Supported Loan Servicing Not Supported Pipeline Management Not Supported Pre-Qualification Supported Refinance Management Not Supported Residential Mortgages Supported
CANDID: Integrations ARIVE Supported BNTouch Mortgage CRM Not Supported Calyx PointCentral Not Supported Cimmaron Mortgage Manager Not Supported CompenSafe Not Supported Encompass Supported FirstClose Not Supported Jungo Mortgage CRM Not Supported Kinective Bridge Not Supported LendingPad Supported Loansifter Not Supported MORTGAGESIMPLIFY Not Supported Pre-Approve Me Not Supported QuickQual Not Supported Shape Software Not Supported Surefire CRM Not Supported Unify CRM Not Supported Show More Integrations View All 3 Integrations	Calyx Point: Integrations ARIVE Not Supported BNTouch Mortgage CRM Supported Calyx PointCentral Supported Cimmaron Mortgage Manager Supported CompenSafe Supported Encompass Not Supported FirstClose Supported Jungo Mortgage CRM Supported Kinective Bridge Supported LendingPad Not Supported Loansifter Supported MORTGAGESIMPLIFY Supported Pre-Approve Me Supported QuickQual Supported Shape Software Supported Surefire CRM Supported Unify CRM Supported Show More Integrations View All 14 Integrations
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