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

Note Dashboard is a cloud based mortgage note and loan management software for lenders and financial institutions of all types and sizes. Note Dashboard provides mortgage loan servicing software with a simple and consistent interface. Our dashboard provides a powerful feature set at a reasonable monthly fixed price. The software grows as your business grows. Our loan servicing software automates and streamlines the loan servicing process so your business can run more efficiently. Quickly complete your everyday operations such as directly calling borrowers and generate custom letters. Note Dashboard provides a powerful set of features to simplify your performing and non-performing loan and note management. If you have any questions, don't hesitate to reach out to our dedicated service specialists. Service an unlimited number of pools and companies with one low monthly service charge. There are no per user fees. Easily accept partner investments. Produce on-demand professional reports.

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

Loan officer recruiters and companies looking for a solution to search, filter and sort mortgage data

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

$34 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 Supported
In Person Not Supported

Company Information

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

Company Information

Note Dashboard
Founded: 2013
United States
notedashboard.com

Alternatives

Alternatives

LoanShark

LoanShark

Data Designs
LoanAssistant

LoanAssistant

Integrated Accounting Solutions

Categories

Loan Origination Supported
Mortgage and Loans Supported

Categories

Loan Management Supported
Loan Servicing 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

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Not Supported
Commercial Mortgages Not Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Not Supported
Government Loans Supported
Loan Origination Not Supported
Loan Servicing Supported
Pipeline Management Not Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Supported

Loan Servicing Features

Accounting Management Supported
Amortization Schedule Supported
Application Management Supported
Auto Loans Supported
Automatic Funds Distribution Not Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Not Supported
Construction Loans Supported
Customer Database Supported
Fee Management Supported
Investor Management Not Supported
Loan Processing Supported
Student Loans Supported

Integrations

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
Surefire CRM Supported
Unify CRM Supported

Integrations

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
Surefire CRM Not Supported
Unify CRM Not Supported
Claim Calyx Point and update features and information
Claim Calyx Point and update features and information
Claim Note Dashboard and update features and information
Claim Note Dashboard and update features and information