Wer nutzt diese Software?

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.

Durchschnittliche Bewertung

25 Bewertungen
  • Gesamt 4 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 3.5 / 5

Produktdetails

  • Preisinformationen Contact Calyx Software for pricing details.
  • Kostenlose Version Nein
  • Kostenlose Testversion Nein
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native

Angaben zum Hersteller

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

Über 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 Funktionen

  • Darlehen-Entstehung
  • Dokumentenmanagement
  • Elektronische Applikationen
  • Gewerbliche Hypotheken
  • Kontaktmanagement
  • Kredit-Berichterstattung
  • Kredit-Serviceabwicklung
  • Kundenaussagen
  • Kundendatenbank
  • Pipeline-Management
  • Schließen von Dokumenten
  • Staatliche Kredite
  • Tilgungsplan
  • Umfinanzierungs-Management
  • Vorab-Qualifizierung
  • Wohn-Hypotheken
  • Audit Trail
  • Bearbeitung von Krediten
  • Compliance Management
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kundenmanagement
  • Onlinebewerbung

Die hilfreichsten Reviews für Calyx Point

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

Bewertet am 17.1.2018
Gregory F.
Vice President
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Vorteile: 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.

Nachteile: 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

Bewertet am 21.11.2018
R. curtis M.
System Analyst
Tiefbau, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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!

Bewertet am 15.10.2018
Laura K.
Admin
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

Nachteile: 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

Bewertet am 27.10.2018
Nitish B.
Associate Financial Analyst
Finanzdienstleistungen, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Vorteile: 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.

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

Calyx Point Software

Bewertet am 29.8.2019
Patti H.
Mortgage Specialist
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
Quelle: SoftwareAdvice
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I used this daily and loved the format and all the functions for mortgage origination.

Vorteile: I loved this software for originating mortgage loans! It's ease of use and step by step through the application process was the best for origination software in my opinion.

Nachteile: I liked everything about this software.

Lies weitere Bewertungen