Calyx Point

Calyx Point

Calyx Software
MeridianLink Insight

MeridianLink Insight

MeridianLink
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+

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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

MeridianLink® Insight is a turnkey data intelligence tool that simplifies real-time analysis for financial institutions, eliminating costly R&D, complex master data management, and high-risk IT processes. With hundreds of pre-built dashboards, customizable reports, and automated delivery, institutions save time, reduce manual effort, and make faster, more informed strategic decisions. Dashboards and reports can be tailored to track KPIs, align with departmental goals, and support executive-level decision making. By providing scalable, secure access to critical data, Insight helps institutions boost revenue, optimize operations, and enhance the consumer experience.

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

Banks and credit unions looking to elevate their business through data intelligence.

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:

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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

MeridianLink
Founded: 1998
United States
www.meridianlink.com/products/insight/

Alternatives

Alternatives

MeridianLink Access

MeridianLink Access

MeridianLink
MeridianLink Engage

MeridianLink Engage

MeridianLink
MeridianLink One

MeridianLink One

MeridianLink
QuickQual

QuickQual

LenderLogix
MeridianLink Collect

MeridianLink Collect

MeridianLink

Categories

Categories

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

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Integrations

BNTouch Mortgage CRM
Calyx PointCentral
Cimmaron Mortgage Manager
CompenSafe
FirstClose
Jungo Mortgage CRM
Kinective Bridge
Loansifter
MORTGAGESIMPLIFY
MeridianLink Collect
MeridianLink Consumer
MeridianLink Engage
MeridianLink One
MeridianLink Opening
Pre-Approve Me
QuickQual
Shape Software
Surefire CRM
Unify CRM

Integrations

BNTouch Mortgage CRM
Calyx PointCentral
Cimmaron Mortgage Manager
CompenSafe
FirstClose
Jungo Mortgage CRM
Kinective Bridge
Loansifter
MORTGAGESIMPLIFY
MeridianLink Collect
MeridianLink Consumer
MeridianLink Engage
MeridianLink One
MeridianLink Opening
Pre-Approve Me
QuickQual
Shape Software
Surefire CRM
Unify CRM
Claim Calyx Point and update features and information
Claim Calyx Point and update features and information