Calyx Point

Calyx Point

Calyx Software
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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

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.

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

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

Audience

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

Audience

Loan officers, mortgage brokers, and mortgage teams who need a CRM with AI lead follow-up, campaigns, and a power dialer.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

LoanOfficer.ai
Founded: 2020
United States
loanofficer.ai

Alternatives

Alternatives

QuickQual

QuickQual

LenderLogix
MDE Pro

MDE Pro

OurNetHelps

Categories

Loan Origination Supported
Mortgage and Loans Supported

Categories

CRM Supported
Mortgage and Loans 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

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

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
Zapier Not Supported

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
Zapier Supported
Claim Calyx Point and update features and information
Claim Calyx Point and update features and information
Claim LoanOfficer.ai and update features and information
Claim LoanOfficer.ai and update features and information