Marg Calyx Point

Marg ERP 9+

Calyx Point is an efficient loan origination software that allows mortgage brokers and agents to get their loans processed in real-time, from application to closing. The software makes users aware of the fees they need to pay without any hidden charges, enabling them to keep the overall costs in check. With the in-built templates, the platform also ensures consistency in standardizing loan programs, borrower files, closing costs, etc. It helps users save their valuable effort and time besides closing more deals, by allowing them to create, capture and save pre-application data for existing prospective borrowers. Mortgage brokers also get to build strong relationships with their borrowers, through different marketing tools, including loan comparisons, open house flyers, and pre-approval letters. organisations using Calyx Point also get access to a host of services like asset verification, credit reporting, product pricing, eligibility checking, compliance services, etc. Moreover, users can receive advice from mortgage specialists through the platform and increase their efficiency levels as

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Calyx Point

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WHAT YOU WILL GET
  • Compliance Made Easy
  • Anytime
  • Anywhere Access
  • Improved Accuracy
  • Server Hosting Options
  • Compliance Made Easy
  • Anytime
  • Anywhere Access
  • Improved Accuracy
  • Server Hosting Options

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Business Hours,Online (Ticket)
Customization: No
Languages Support: English

Who uses Calyx Point

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Calyx Point
  • Headquarter: Dallas , Texas United States

Calyx Point Description

Key Features & Specifications

  • Audit Trail
  • Compliance Management
  • Workflow Management
  • Chat (Messaging)
  • e-Signature
  • Client Management (Customer)
  • Document Management
  • Custom Workflows
  • Mobile Access
  • Collaboration

Calyx Point Video

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User Reviews

WRITE A REVIEW
quotes

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Once you get the hang of this clunky, outdated interface, it can be used to originate loans.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

- Steve M

quotes

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

Helps determine debt to income ratio and pull credit

- Agency in Insurance

quotes

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

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

- User in Real Estate

quotes

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

Soliciting new buisiness from archives

- Seth R

quotes

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

Able to generate new business by searching existing clients

- User in Financial Services

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Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Calyx Point has 1 plans,

  • Calyx Point USD 0.00

Calyx Point is the AI Loan Origination Software used for the below functionalities.

Top 5 Calyx Point features

  • Audit Trail
  • Compliance Management
  • Workflow Management
  • Chat (Messaging)
  • e-Signature

Calyx Point provides Business Hours,Online (Ticket) support.

Calyx Point is not allowing Free Trial.

Calyx Point provides Help Guides,Blogs,Video Guides for the software training.

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