Calyx PointCalyx Software
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Related Products
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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.
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About
LoanOfficer.ai is a cloud-based mortgage CRM for individual loan officers, mortgage brokers, and lending teams. It combines borrower and referral-partner contact and pipeline management with AI-assisted lead response, appointment booking, and automated email and SMS campaigns. Teams can sync borrower records, loan statuses, and milestones with supported loan origination systems, connect calendars and lead sources, and organize follow-up around loan events. The platform includes calling and power-dialer workflows, mortgage calculators, and Property Pulse tools for property-value and equity reports and for identifying potential refinance or HELOC opportunities in a contact database. An iOS app provides mobile access to borrower and pipeline workflows. LoanOfficer.ai supports lead capture and nurturing, borrower updates, and referral-partner engagement.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Brokers and general agents searching for an insurance CPQ solution to sell faster by eliminating data entry
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Audience
Loan officers, mortgage brokers, and mortgage teams who need a CRM with AI lead follow-up, campaigns, and a power dialer.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$197/month
$197/month for 2 seats, $397/month for 5 seats, or $697/month for 10 seats. A one-time $299 onboarding fee applies. A 14-day trial is available for $1.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCalyx Software
Founded: 1998
United States
www.calyxsoftware.com
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Company InformationLoanOfficer.ai
Founded: 2020
United States
loanofficer.ai
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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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
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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
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