Audience

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

About Calyx Point

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.

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Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews for Calyx Point Write a Review

Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android

Calyx Point Frequently Asked Questions

Q: What kinds of users and organization types does Calyx Point work with?
Calyx Point works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Calyx Point support in their product?
Calyx Point supports these languages: English.
Q: What other applications or services does Calyx Point integrate with?
Calyx Point integrates with: BNTouch Mortgage CRM, Calyx PointCentral, CompenSafe, FirstClose, Jungo Mortgage CRM, Cimmaron Mortgage Manager, Loansifter, MORTGAGESIMPLIFY, Kinective Bridge, Pre-Approve Me, QuickQual, Shape Software, Surefire CRM, and Unify CRM.
Q: Does Calyx Point have a mobile app?
Yes, Calyx Point has a mobile app for iPhone, iPad, and Android.

Calyx Point Product Features

Loan Origination

Amortization Schedule Supported
Audit Trail Supported
Customer Database Supported
Document Management Supported
Loan Processing Supported
Online Application Supported
Closing Documents Not Supported
Compliance Management Not Supported
Digital Signature Not Supported
Fee Management Not Supported

Mortgage and Loans

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

Calyx Point Verified User Reviews

Write a Review
  • Lisa Z.
    Loan Processor
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Great LOS!"

    5 out of 5 stars Posted 2022-07-01

    Pros: The ease of use for this software is what makes me prefer it from the other LOS software's that are out there.

    Cons: It can be difficult sometimes to figure out where to find certain fields.

    Overall: Great software. I love the user friendly way that this software works. I can't imagine using a different LOS.

    Read More...
  • Eva D.
    Loan Officer
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 4 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 8 out of 10

    "Point"

    5 out of 5 stars Posted 2020-06-09

    Pros: 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 would be nice if they had more marketing capabilities.

    Overall: I've used Calyx Point for more than 20 years and I think it's by far the most user friendly origination system!

    Read More...
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