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

Get daily alerts when customers in your database are shopping for mortgages. Our periodic prescreen process notifies you when your client has improved their score and now meets your credit minimums. Our predictive algorithm identifies prospects that are likely in the market. Then our system produces and distributes a corporate, compliance-approved, highly responsive offer. Today's credit denials can be tomorrow's closings. With just a name and address you can monitor prospects with less-than-perfect credit for credit migration and be notified when they make the changes in their financial situation that bumps them up above your credit threshold. Our pre-mover algorithm tracks your customer's property address for events like real estate listings or for sales by owner postings. In many cases a pre-mover alert will trigger before an inquiry alert!

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 Not Supported
iPad Not 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

Mortgage lenders

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$150 per month
Free Version Not Supported
Free Trial 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 Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

MonitorBase
Founded: 2007
United States
www.monitorbase.com

Alternatives

Alternatives

Sales Boomerang

Sales Boomerang

TrustEngine

Categories

Loan Origination Supported
Mortgage and Loans Supported

Categories

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

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

Integrations

Surefire CRM Supported
BNTouch Mortgage CRM Not Supported
Calyx PointCentral Not Supported
Cimmaron Mortgage Manager Not Supported
CompenSafe Not Supported
FirstClose Not Supported
Jungo Mortgage CRM Not Supported
Kinective Bridge Not Supported
Loansifter Not Supported
MORTGAGESIMPLIFY Not Supported
Pre-Approve Me Not Supported
QuickQual Not Supported
Shape Software Not Supported
Unify CRM Not Supported
Claim Calyx Point and update features and information
Claim Calyx Point and update features and information
Claim MonitorBase and update features and information
Claim MonitorBase and update features and information