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Calyx Point

3.8
(19)

Calyx Point has features, forms, and reporst that you need to manage your business with state ang fedral government forms, integration with lenders, vendors, Fannie Mae, and Freddie Mac, marketing tools, and more.

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Calyx Point Reviews

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Calyx Point review by Bryan B.
Bryan B.
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"It is very streamilined to the 1003 and transfers well to DU/LP and the processing side is good."

What do you like best?

It is easy to navigate and complete the 1003 in a logical order with very few glitches is any. It is also universal and uploads to wholesale lenders with ease.

What do you dislike?

Sometimes the REO and Liability sections do not transfer over correctly to the wholesale lender. This may be due to the fact they were not associated correctly in Point or it may be a glitch that may even be worked out by now. In other words, when a point file is uploaded to a wholesale lender, sometimes the originator says that they associated all the liabilities and REOs correctly and that it didn't transfer to our system.

Recommendations to others considering the product

I think it is great for current smaller lenders with non-proprietary software. I actually believe it is the best. I used it as a broker for years and then on the backside as a wholesale lender to brokers.

What business problems are you solving with the product? What benefits have you realized?

It is easy for broker and lenders to upload the file to the wholesale lender and transfers well into the system we use.

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Calyx Point review by Alfredo C.
Alfredo C.
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Verified Current User
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"Calyx Point User for Loan Estimates"

What do you like best?

I really like how detail you can be with the software and customizable.

What do you dislike?

It's not an easy program to use and very daunting at first. Sadly free training is not included only paid training is.

Recommendations to others considering the product

Works really well for Loan Estimates which is what I used it for. The initial setting up of the entire program is what sucks but once you've set it all up, added your custom sheets, and templates. Things begin to work smoothly.

What business problems are you solving with the product? What benefits have you realized?

Home Purchase, Refinances, and Investment Homes

What Loan solution do you use?

Thanks for letting us know!
Calyx Point review by Dennis P.
Dennis P.
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"Pretty Mortgage User Friendly"

What do you like best?

I like that the screens and interface are similar to how a mortgage originator takes a loan application. That way it is so much easier to flow through the screens and get them completed.

What do you dislike?

Some of the fields that are the same info, do not carry through to other screens. For example, the real estate tax monthly payment does not carry through to the fee worksheet screen and must be re-entered. If you make a mistake, enter the wrong number, you will get an error message and must fix it to clear the error message.

I have a better idea. Why not have the field link to all the other fields for monthly real estate taxes, so we only have to input it 1 time! There are several other fields with the same issues.

Recommendations to others considering the product

Great product that works the way you do business

What business problems are you solving with the product? What benefits have you realized?

Helping getting the loan origination process moving along with a minimum of hassle.

Calyx Point review by User in Real Estate
User in Real Estate
Validated Reviewer
Verified Current User
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"Cumbersome, but Necessary Software"

What do you like best?

Point allows me to originate loans, but the system is clunky. It hasn't changed much in the 10-years I've used it. There are hundreds of forms that different lenders require. It would be nice if they were searchable. They are not. Setting up templates is time consuming. Much of the information could be pre-populated, but isn't. There are only a few options for loan origination software, so I am relegated to this or to Byte Pro or Encompass.

What do you dislike?

Clunky. Hard to navigate. No innovation. It is basically the same product it was 10 years ago. No training.

Recommendations to others considering the product

Try others as well. At $10/seat, this might be the cheapest option.

What business problems are you solving with the product? What benefits have you realized?

It is one of the few loan origination software platforms out there.

Calyx Point review by User in Marketing and Advertising
User in Marketing and Advertising
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Verified Current User
Review Source
content

"A little old school..."

What do you like best?

I like the webcaster aspect the best- the ability to brand ourselves. Easy sign docs.

What do you dislike?

I find the system a bit clunky and old school. I think the log-ins and portals are a bit out of date - and although I like having the ability to use webcaster - I feel a bit limited.

Recommendations to others considering the product

This is neither better nor worse than other we have used - with the exception of the web integration and ease of use for clients (which needs improvement - but still usable)..

What business problems are you solving with the product? What benefits have you realized?

Having the ability to have LO's not only utilize this system - but making it interactive with their clients is key. This is a work in progress - and I feel as though Calyx offers similar offerings in software as others - being able to utilize WebCaster was the draw. We are seeing our LO's sending their clients to our website more to log-in to their accounts, upload documents and see the status of their loans.

Calyx Point review by Steve M.
Steve M.
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"Hello 2004"

What do you like best?

Once you get the hang of this clunky, outdated interface, it can be used to originate loans.

What do you dislike?

It’s Windows-only, so hope you don’t prefer Mac. It’s clunky, and the interface looks like it hasn’t been updated since 2004. It’s also not that intuitive; there’s a steep learning curve.

What business problems are you solving with the product? What benefits have you realized?

The software can be used to originate loans. Newer add-on features like Zip can make some of the process more online-friendly.

Calyx Point review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source
content

"User Friendly Mortgage Lending Software"

What do you like best?

Point is easy to use and makes it simple to pull customer data for future use. The menus are clean and intuitive.

What do you dislike?

If you ever need support, it's difficult to get in touch with someone at Point to help.

Recommendations to others considering the product

Point is easy to use and fairly universal in the mortgage industry. We rarely have service issues and training new staff is simple.

What business problems are you solving with the product? What benefits have you realized?

Point is used to manage mortgage loan files from application to closing. Point makes the data and processing pipeline easy to manage.

Calyx Point review by User
User
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content

"Excellent LOS solution"

What do you like best?

Point is very easy to use. It loads quickly, and the screens are laid out in a way that is efficient to complete the application and generate forms. I have used it exclusively for over 17 years.

What do you dislike?

The software sometimes crashes when I am generating documents as a PDF attachment within an email - all through the print option. This doesn't happen if I just print to PDF and then manually attach that file to an email. There is something about the option that creates the PDF and email message at the same time that causes these crashes.

What business problems are you solving with the product? What benefits have you realized?

I use Calyx Point as my loan origination software and as my basic CRM.

Calyx Point review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source
content

"Calyx Point "

What do you like best?

Calyx is able to handle all of your needs for loan origination and servicing. I have used this software for over three years. Now that I am familiar with it I can easily handle my everyday pipeline needs. It can be used to generate loan applications, loan numbers, and re-disclosures.

What do you dislike?

Sometimes I find the software to be tricky, no as user friendly as other options. I haven't had to use tech support, so I don't know about the customer service.

Recommendations to others considering the product

Calyx is a good product, I would not say it is as user friendly as some software. Once you learn your way around it works well, and will handle all of your loan origination and servicing needs.

What business problems are you solving with the product? What benefits have you realized?

You have to really "learn" how to use the software, it's not easy to open as a new user and understand exactly how to use it.

Calyx Point review by Agency in Financial Services
Agency in Financial Services
Validated Reviewer
Review Source
content

"Used Calyxx Point for approximately 4 years at a mortgage origination company"

What do you like best?

What I best liked about Calyxx Point was that it was not a Web based program like Empower and was not subject to system delays with other LOS's i've worked with. The Calyxx point LOS made entering 1003 loan application information easy and seamless

What do you dislike?

From my experience all pages of the 1003 loan application could not be entered on one main page. You needed to manually click through all 5 pages of the loan application to enter the required info

What business problems are you solving with the product? What benefits have you realized?

Calyxx in my experience made the process of taking loan application simpler than most other LOS.

Calyx Point review by Seth R.
Seth R.
Validated Reviewer
Review Source
content

"LOS review"

What do you like best?

Data retention and report generation. The ability to input submit track and review loans from any device

What do you dislike?

Not the strongest one I ever used. Although I have worked aroud any glitches, there clearly are some problems

What business problems are you solving with the product? What benefits have you realized?

Soliciting new buisiness from archives

Calyx Point review by Susie T.
Susie T.
Validated Reviewer
Review Source
content

"Calyx Point "

What do you like best?

It has continual updates to keep up with industry standards.

What do you dislike?

The updates are sometimes faulty and our company has had some issues converting to the new updates.

What business problems are you solving with the product? What benefits have you realized?

We use Calyx Point to store all our customer information and to print our all necessary forms to gaining a mortgage. It has shortened the time needed to get our loan documents out to our borrowers.

Calyx Point review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source
content

"Calyx - a good loan origination product"

What do you like best?

This system allows for the perfect collection of loan application. It also allows for the perfect processing and underwriting of that loan application. This system is great for mortgages

What do you dislike?

The system can be user friendly, but takes a great deal of training to fully be able to use the program.

Recommendations to others considering the product

I would recommend this product. This program is great for loan origination.

What business problems are you solving with the product? What benefits have you realized?

The benefits are a smooth and easy loan application, processing, and underwriting of a loan

Calyx Point review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source
content

"Functional for 16 years"

What do you like best?

Importing and Exporting files is easy and beneficial

What do you dislike?

Sometimes navigation can be complex but mostly due to the robust platform

Recommendations to others considering the product

I have been using Point for over 16 years now and find it useful and the provider has good customer service.

What business problems are you solving with the product? What benefits have you realized?

Integrating applications from other applications

Calyx Point review by Sam R.
Sam R.
Validated Reviewer
Review Source
content

"Great LO software "

What do you like best?

Great ability to interface with lender portals and obtain quick loan decisions

What do you dislike?

Server based platform can sometimes run slow at peak times

Recommendations to others considering the product

You'll see good benefits from this.

What business problems are you solving with the product? What benefits have you realized?

Centralizing loan production and having data available to identify opportunities and trends

Calyx Point review by User
User
Validated Reviewer
Review Source
content

"Point"

What do you like best?

Calyx is whats known as an LOS. Loan operating system. By creative use of report tools, the data mining features can be utilized.

What do you dislike?

Its a little quirky and occasionally mis-populates fields of interfaced software.

Recommendations to others considering the product

Do a true cost benefit analysis before purchase

What business problems are you solving with the product? What benefits have you realized?

Able to generate new business by searching existing clients

Calyx Point review by Agency in Insurance
Agency in Insurance
Validated Reviewer
Verified Current User
Review Source
content

"Can take a while to get used to "

What do you like best?

Does what I need it to do to process mortgages and loans

What do you dislike?

Con be complicated and takes time to learn, do not use many of the tabs on the screen

Recommendations to others considering the product

Good system just takes time to understand

What business problems are you solving with the product? What benefits have you realized?

Helps determine debt to income ratio and pull credit

Calyx Point review by User in Banking
User in Banking
Validated Reviewer
Review Source
content

"basic underwriting at the branch level."

What do you like best?

Calyx allows us to enter loans quickly with the customer in front of us. We eliminated having them fill out paper forms and print one page for them to sign. This streamlines the process and immediately gets the information to the department that needs the information.

What do you dislike?

I believe our department has too many form available, a "next" and "previous" button for pages would be convenient.

What business problems are you solving with the product? What benefits have you realized?

Underwriting new loans and decreased turnaround time.

Calyx Point review by Administrator in Financial Services
Administrator in Financial Services
Validated Reviewer
Review Source
content

"Mortgage Company Vp"

What do you like best?

Merging credit report from credit agency

What do you dislike?

Can not used same account from mobile and pc

What business problems are you solving with the product? What benefits have you realized?

Fast and easy input

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