Calyx Point
About Calyx Point
Calyx Point is a cloud-based loan servicing software designed to help businesses streamline the entire loan origination process, from managing mortgage underwriting to preparing documentation. It allows professionals to create templates for standardizing loan programs, borrower files, closing costs, and more.
Calyx Point offers a variety of features including automated decisioning, audit trail, pipeline management, customer tracking, analytics, and more. The application allows employees to capture customers’ electronic signatures, share documents with internal and external stakeholders, and handle email marketing activities via a unified portal.
Calyx Point offers an API, which lets businesses integrate the system with several third-party platforms, enabling businesses to push and pull data across systems.
Images
Not sure about Calyx Point?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Encompass
awamo 360
The Mortgage Office
Mortgage Automator
Reviews
Already have Calyx Point?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
I shopped for better value (price and feature) systems, and didn't find any.
Reviewed on 2018/01/17
Pros
Point has been a mainstay of Loan Origination Systems for years. I've used several of the biggest name products (Encompass, Genesis, LendingQB) and Point offers some of the best feature/price balance available.
It does NOT try to be all things - it's an LOS. Other sytems attempt to include CRM, and advanced marketing, and rules and engines, but for a small mortgage brokerage, there are better 3rd party tools to do all of that, and Point does a good job at playing well with others. Combined with a hosted server, it's very secure, easy to navigate, and integrates with all the major players in the space.
It does have all of the necessary loan origination tools, it updated regularly to keep pace with changes in the industry, and it FEELS like you're entering data directly onto a paper loan application, so there is very little learning curve.
Cons
The interface hasn't been updated since 2004 - maybe longer, so it looks like software from the Windows XP era. It also doesn't know how to handle custom forms other than Word, or custom views or custom much of anything else. It's an installed application, with a lot of function, but if you're looking for something cloud-based, or infinitely flexible, this isn't it.
- Industry: Banking
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Industry Standard for Mortgage Brokers
Reviewed on 2024/12/19
The company I work for was already using Calyx Point so I was not exposed to implementation. It...
The company I work for was already using Calyx Point so I was not exposed to implementation. It was the first time I used this software and I found it intuitive and easy to acclimate to. I was impressed with the robust amount of features.
Pros
Ease of use, reporting function and customization make this software user friendly and flexible. Robust features make this an ideal solution for mortgage brokers.
Cons
We were unable to utilize this system as a mortgage banker, only as a mortgage broker. As a broker, we liked the system a lot.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Moving Away From Calyx Point Was One of Our Best Decisions
Reviewed on 2024/03/26
We only regret that we didn't leave sooner. We are sooooooo incredibly thrilled with LendingPad and...
We only regret that we didn't leave sooner. We are sooooooo incredibly thrilled with LendingPad and would recommend it to any and every mortgage broker, lender, and anyone in the industry. We put off the move for a long time since it's such a big undertaking - especially with a small team. It was easy, quick, and painless to make the move to LendingPad and we are ridiculously glad we did. We were so ready to be done with Calyx Point after how they handled the new URLA rollout. We were dead in the water, unable to run AUS, unable to preapprove clients, unable to PRINT an application!! They had MONTHS to prepare for the changes and it was a complete disaster. We tried to hold on for awhile and finally decided that it was beyond time for us to make a move to a faster and more adaptable web-based platform. LendingPad is agile, user friendly, simple, quick to deploy, and their customer service is spectacular!
Pros
For most of our team, we'd worked in the software before and it was familiar. It was easier to customize and personalize than Encompass (our prior software), because Encompass was more built for giant lenders. Calyx was more adaptable (and affordable!) for us as a small broker.
I really appreciated being able to create custom rules and be able to create a very personalized experience for our team.
We had pretty good experiences with the Zip online application process - clients seemed to have a positive experience.
Cons
They handled the new URLA rollout so poorly, it was unbelievable. They weren't prepared, the software changes weren't ready, and it was a disaster. Our company was dead in the water and we couldn't function for far too long. It was a technical nightmare and we lost faith in and respect for Calyx really quickly. It's a bit of a dinosaur of a software and isn't at all easy to update, adapt, or keep up with industry changes. There's some work-arounds, but that isn't always efficient. It's often band-aids on top of band-aids because the software is too clunky for them to actually fix and improve. We were really disappointed in customer service. I honestly still have technical support tickets I opened 7 years ago that I never got a response on. There were a lot of ongoing issues and we decided we weren't willing to stay any longer.
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Calyx is easy and has great customer service.
Reviewed on 2023/09/26
I have had the privilege of being a part using Calyx team for an impressive span of 21 years....
I have had the privilege of being a part using Calyx team for an impressive span of 21 years. Throughout this extensive tenure, I have consistently found the Calyx platform to be remarkably user-friendly, facilitating seamless navigation and operation. Furthermore, what truly sets Calyx apart is the genuine compassion and dedication exhibited by its staff, who consistently prioritize the needs and satisfaction of their customers.
Pros
I greatly appreciate the accessibility of customer service representatives, as it instills a sense of confidence and reassurance in my interactions with the company. Moreover, the prospect of being able to personally engage with the owner, especially in urgent circumstances requiring assistance, exemplifies a level of dedication and commitment that is truly commendable.Go [sensitive content hidden] !
Cons
There is nothing to complain about. You can even change the colors of the screens!
- Industry: Civil Engineering
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Mortgage Loan Management Made Easy
Reviewed on 2018/11/21
I am a user and administrator. I have integrated stand alone and hosted systems on many occasions....
I am a user and administrator. I have integrated stand alone and hosted systems on many occasions. I love the completeness of this application. I have not seen any other that has so much in one place. As a team manager Calyx Point makes my job easier.
Pros
Calyx Point has every single aspect of the mortgage loan process integrated into one application. I have used others in the past but none compare. They offer stand alone and hosted applications. This software can support a 2 person organization to 100s of loan processors with ease. Single point management makes managing the application seamless.
Cons
This is a large application and you have a lot of users you will need in house IT to support all of the integration. Although Calyx has great support you need someone to be there for day to day computing issues.
Calyx Point FAQs
Below are some frequently asked questions for Calyx Point.Q. What type of pricing plans does Calyx Point offer?
Calyx Point offers the following pricing plans:
- Free Trial: Not Available
Contact Calyx Software for pricing details.
Q. Who are the typical users of Calyx Point?
Calyx Point has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Calyx Point support?
Calyx Point supports the following languages:
English
Q. Does Calyx Point support mobile devices?
Calyx Point supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Calyx Point integrate with?
We do not have any information about what integrations Calyx Point has
Q. What level of support does Calyx Point offer?
Calyx Point offers the following support options:
Chat
Related categories
See all software categories found for Calyx Point.
Loan Servicing Software
