Business Software for Calyx Point

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

With Kinective Bridge™ (formerly OmniConnect), easily connect your core with best-of-breed fintechs to scale digital transformation, modernize operations, and increase client delight. Transformation sounds great on paper, but hard to make a reality with legacy tech stacks and outdated infrastructures. The hassle of switching cores or burning through in-house dev hours to integrate systems can be a slow, time-consuming process. To thrive in today’s modern, digitally-focused world, you need one connection to scale your transformation efforts quickly and securely. Kinective has the connections you need. Our Kinective Bridge™ (formerly OmniConnect) solutions give you control by bridging the gap between legacy systems and modern digital services through 80+ turnkey fintech integrations across 99% of US-based cores.

BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. Features Include: - Email and SMS Marketing Automation - Lead Distribution and Management - 35+ Proprietary Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Content - Customized Video Marketing - Curated Social Media Content - Integrated with LOS, Outlook, Zapier, and Others - And Much More Call Us Today! +1 888 971 1117

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

Mortgage brokers win more business with the Loansifter PPE, your gateway to hundreds of investors and thousands of products. Loansifter is the only PPE that supports best execution searches across 120+ wholesale investors, allowing leading brokers to stay competitive and confidently execute profitable lending strategies. Gain access to rates in a matter of minutes via an immediate, self-service set up—no demo required. The Loansifter PPE calculates BESTX™ product eligibility and pricing for financing scenarios across more than one hundred investors and thousands of products—in just seconds. With a single click, you can view a complete price grid and guidelines for more than 120+ wholesale investors. Save even more time by establishing your own search criteria defaults or through a direct LOS integration with Calyx Point®. The features available in the Loansifter PPE significantly improve workflow efficiencies and give you the confidence to quote the best execution, every time.

We are a mortgage Point-Of-Sale system for the future. We help Loan Officers solve the most time-consuming activities they have. Loan officers use Pre-Approve Me can cut your time spent per file in half, eliminate weekend and evening phone calls for payment scenarios or Pre-Approval Letter requests, and attract new referral partners like nothing else in the market. Industry-leading smart 1003. Automatic, AI-powered, document request and management system. Loan Status updates and notifications. Automated Pre-Approval Letters. Custom branded mobile app. Co-Branded Realtor portals, apps, and notifications. We're not the only Mobile App provider out there, but we are the only ones to provide your borrowers with exactly what they need to complete in a single, sleek, modular interface. Your Borrowers & Realtors will be able to generate Pre-Approval Letters on the fly, Satisfy Conditions, Track their Loan, and much more.

All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients

QuickQual is a custom branded Mortgage Calculator that loan officers send via text message to their borrowers directly from the loan origination system. It only takes 30 seconds to create a QuickQual. Borrowers can run payment and closing cost scenarios and issue pre-qualification or pre-approval letters within parameters that the loan officer sets. Your Real Estate Agent partners will have access to their own portal where they can easily login and see all of the clients you've given them access to, in one spot. Realtors can quickly generate mortgage pre-qualification and pre-approval letters that are purchase price, down payment, and property specific - all within the limits that the loan officer has already set. Imagine the power this brings in a multiple offer scenario! Just one of the reasons agents and borrowers rave about QuickQual. Independent mortgage lenders, brokers, banks, and credit unions love QuickQual!

Pair the administrative control you want with the security you need. Offering a single, centralized database, PointCentral lets your staff work on individual components of a single file while maintaining data integrity. Pre-built and customizable compliance rules help you meet federal regulations. Give employees access to centralized files and templates, regardless of location. Maintain file integrity, even when multiple users have access to the same files. We offer two great options to host PointCentral. Craft flexible, granular rules that complement your business practices and processes. You can configure access rights for multiple locations, users, and user roles. Decrease the potential for errors with customized trigger warnings and compliance rules. Increase loan quality while preventing unauthorized changes across multiple locations. Automatic file synchronization ensures that files are locked on the server when downloaded and removed from users’ local workstations when uploaded.

FirstClose leverages property data intelligence, industry-leading partners, and ground-breaking technology, to enable lenders to compete for and close consumer loans unlike any other solution in the industry. FirstClose ONE offers everything from application, credit score, flood, valuation solutions, instant title, income verification, automated decisioning, closing, and recording as well as automated settlement services that result in faster closings and cost savings. Valuation, credit, title services, and more are custom-tailored in a single report. Reports are gathered instantly based on turn time and price within your lending footprint. A customizable, streamlined solution that mimics your product ordering matrix. Our automated underwriting process streamlines loan applications. The future of successful lending involves leveraging property and borrower data intelligence instantly and applying technology in innovative ways to create solutions that bring together data.

CompenSafe is an incentive compensation management platform that provides unparalleled control over your variable compensation plans and processes – something that spreadsheets simply can’t provide. By bridging the gap between your loan origination system and payroll system, CompenSafe enables your payroll department to eliminate manual data entry and human errors; arms your branch managers with a wealth of actionable insight into LO and operational staff performance and profitability; and updates your sales teams of the status of their compensation in near real-time.

CRM Software Built for Mortgage Professionals. Leverage an extensive set of original marketing content. Ready to use pre-built drip campaigns. Reach out to your clients and referral partners with two monthly newsletters. Use two-way texting to communicate with your contacts. From birthdays and milestones to all the major holidays, Cimmaron has you covered with ready-to-go eCards. Create and deliver videos in your e-mail marketing. Co-branded marketing made easy. Track and measure performance using open rates, click-throughs, conversions, etc. Centralized marketing - one user can easily handle marketing for the entire branch or organization. Integration with all major lead providers and predictive dialers. Create custom business rules to distribute leads. Automated lead distribution with notifications to your mobile app or desktop. Create shark tanks and automatically redistribute leads based on user response times.

Simplifies your loan process, from lead-loan-completion. Seamlessly integrate with your existing LOS systems (Encompass, CALYX, etc). Increase operational efficiency by saving time and giving access to key information quickly and real-time. Establish your brand in this competitive world providing tools that will help you differentiate. Staying ahead of the competition with simplified marketing tools. Daily / Weekly / Monthly view of all your KPIs at loan officer, branch, and company-level. Easy setup and configuration to sync lead, loan and partner data between Encompass or other systems. Simplified distribution of leads based on capacity or business rules. Manage partner data, communication, and campaigns. Start and manage campaigns with easy template and group creation. Manage leads effectively. Track lead activity and changes in one place. Automate Loan status updates to borrowers, realtors, and Loan officers at every stage of the loan process based on various triggers.

Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: Marketing: Let Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! Automations: Save time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. LOS Integrations: Jungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans.