Calyx Point

Calyx Point

Calyx Software
Finmo

Finmo

Lendesk
+
+

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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.

About

Finmo is a digital mortgage platform for the modern mortgage broker. Enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission. An optimized mortgage experience that enables a mortgage in minutes for Canadian mortgage professionals; from application intake to product qualification to direct to lender submission. Upon signing up to Finmo, there is a mobile-friendly, intuitive application link ready to start sending to borrowers. Finmo was built borrower first, meaning everything from document collection to communications is easy and intuitive. When a broker sends the link to the borrower, Finmo analyzes the borrower’s application and automatically requests the right documents from the borrower, and follows up when needed. No action or chasing is needed from the broker. With Finmo’s Equifax integration, quickly pull credit and get liabilities automatically added to the application.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Brokers and general agents searching for an insurance CPQ solution to sell faster by eliminating data entry

Audience

Brokers and professionals searching for a digital platform to manage their mortgage services

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5

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

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.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Calyx Software
Founded: 1998
United States
www.calyxsoftware.com

Company Information

Lendesk
Founded: 2017
Canada
www.lendesk.com/finmo

Alternatives

Alternatives

MDE Pro

MDE Pro

OurNetHelps
QuickQual

QuickQual

LenderLogix

Categories

Categories

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

Axis LMS
BNTouch Mortgage CRM
Calyx PointCentral
Cimmaron Mortgage Manager
CompenSafe
FirstClose
Jungo Mortgage CRM
Kinective Bridge
Lendesk
Loansifter
MORTGAGESIMPLIFY
Pre-Approve Me
QuickQual
Shape Software
Stackreaction
Surefire CRM
Unify CRM

Integrations

Axis LMS
BNTouch Mortgage CRM
Calyx PointCentral
Cimmaron Mortgage Manager
CompenSafe
FirstClose
Jungo Mortgage CRM
Kinective Bridge
Lendesk
Loansifter
MORTGAGESIMPLIFY
Pre-Approve Me
QuickQual
Shape Software
Stackreaction
Surefire CRM
Unify CRM
Claim Calyx Point and update features and information
Claim Calyx Point and update features and information
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Claim Finmo and update features and information