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.

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

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?
Q: What languages does Calyx Point support in their product?
Q: What other applications or services does Calyx Point integrate with?
Q: Does Calyx Point have a mobile app?

Calyx Point Product Features

Loan Origination

Amortization Schedule
Audit Trail
Customer Database
Document Management
Loan Processing
Online Application
Closing Documents
Compliance Management
Digital Signature
Fee Management

Mortgage and Loans

Amortization Schedule
Closing Documents
Contact Management
Credit Reporting
Document Management
Electronic Applications
Government Loans
Loan Origination
Pre-Qualification
Residential Mortgages
Client Database
Commercial Mortgages
Customer Statements
Loan Servicing
Pipeline Management
Refinance Management

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
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great LOS!"

    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
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Point"

    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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