Pour qui ?

Primarily catering to lenders, brokers, mortgage bankers, community banks, credit unions, and nonprofits, it is a mortgage solution provider that helps with electronic document management.

Notes moyennes

23 avis
  • Note globale 4 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 3.5 / 5

Informations sur le produit

  • Prix Contact Calyx Software for pricing details.
  • Version gratuite Non
  • Version d'essai gratuite Non
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)

Informations sur l'éditeur

  • Calyx Software
  • http://www.calyxsoftware.com

En savoir plus sur Calyx Point

Calyx Software, the #1 provider of mortgage solutions for banks, credit unions, mortgage bankers and brokers, is dedicated to offering reliable and affordable software that streamlines, integrates and optimizes all phases of the loan process. All Calyx products are designed to maximize profitability by enabling more loans to close quickly.

Calyx Point - Fonctionnalités

  • Candidature en ligne
  • Gestion de la conformité
  • Gestion des clients
  • Gestion des documents
  • Piste d'audit
  • Signature électronique
  • Traitement des prêts
  • Applications électroniques
  • Base de données de clients
  • Calendrier d'amortissement
  • Création de prêt
  • Documents de clôture
  • Gestion des contacts
  • Gestion des documents
  • Gestion des pipelines
  • Gestion des refinancements
  • Hypothèques commerciales
  • Hypothèques résidentielles
  • Préqualification
  • Prêts gouvernementaux
  • Relevés clients
  • Services de prêts
  • Évaluation de crédit

Avis les plus utiles sur Calyx Point

I shopped for better value (price and feature) systems, and didn't find any.

Publié le 17/01/2018
Gregory F.
Vice President
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix

Avantages: 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.

Inconvénients: 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.

Mortgage Loan Management Made Easy

Publié le 21/11/2018
R. curtis M.
System Analyst
Génie civil, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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 is great!

Publié le 15/10/2018
Laura K.
Admin
Services financiers, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
3 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Calyx Point is a great software for mortgage brokers/bankers, originator & processors to use. Great for reports with tons of different customizable options. Very user friendly.

Avantages: The software is pretty self explanatory and easy to use. Features "Read Only" mode if multiple users are in a file at the same time so you don't have to worry about multiple save versions.

Inconvénients: They update the software too often. Sometimes there will be 2 mandatory updates within a 2 week period, instead of just lumping both updates into one.

Morgage User friendly

Publié le 27/10/2018
Nitish B.
Associate Financial Analyst
Services financiers, 1 001-5 000 employés
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It is very user friendly and it great software for mortgage originator and processors to use.

Avantages: I liked that the screen and user interface are similar to the loan originator form. This also helps in keeping my client information in an organised manner. I like the ease of use once familiar and the ability to customize the loan originator system to your system.

Inconvénients: Although easy to use once familiar but it has a steep learning curve that may cause some difficulties to new users.

Calyx is the industry standard. I love it!

Publié le 30/12/2018
Utilisateur vérifié
Ghostwriter, Editor, and Self-Publishing Consultant
Services financiers, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: The majority of my mortgage origination and loan officer jobs have required familiarity with Calyx Point software. I have found it to be the industry standard.

Inconvénients: The upgrades don't change the GUI or functionality much. However, even the slightest change takes a little getting used to.

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