Calyx Point

RATING:

3.5

(50)

About Calyx Point

Calyx Software is a cloud-based loan servicing platform that helps users with loan and marketing processes. Calyx Software comes with a variety of tools such as Point,Portfolio Producer, Calyx Network, INK-it, WebCaster tools and many more. Features of Point include monthly SaaS pricing, template creation, prospect database and pipeline management,sales and loan checklists. The platform’s WebCaster tool allows users to integrate with Point and PointCentral tracking Google analytics. INK is an electronic signature tool that allows users to prepare borrower forms in Point and PointCentral. Calyx is used by industry leaders in finance due to the various features the site has to offer. The platform comes with product documentation, loan marketing, origination, and...

Calyx Point Pricing

Contact Calyx Software for pricing details.

Free trial: 

Not Available

Free version: 

Not Available

Creating loan application

Calyx Point Reviews

Overall Rating

3.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

3.5

Customer Support

3

Value for money

3

Functionality

3.5

Most Helpful Reviews for Calyx Point

1 - 5 of 50 Reviews

Raymundo

Real Estate, 11 - 50 employees

Used unspecified

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed December 2023

Calyx Point Review: Calyx is the Industry Standard that Does the Work!

User Profile

R. Curtis

Verified reviewer

Civil Engineering, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2018

Mortgage Loan Management Made Easy

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.

User Profile

Gregory

Verified reviewer

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2018

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

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.

Jason

Real Estate, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed March 2024

Don’t love Point

PROS

Easy system to navigate even if it’s an old look

CONS

Having to install on each computer is horrible. Makes zero sense

Stacey

Financial Services, 51-200 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

1

FUNCTIONALITY

5

Reviewed January 2021

Works great....until it doesn't

We've used Calyx Point as our loan origination software for eight years. I wish it were cloud-based. The customer service/tech support is horrible. Occasionally I'll luck-out and get someone on the phone who actually understands what it means to be in customer service. That's great, but then they usually don't know enough about the software to help. They absolutely do not EVER reach out to let you know when they are experiencing an issue that directly affects your daily functions in the app. You must call in, and if you're lucky, they'll tell you there is a "known issue" they are working on. Again, there is NO communication that the issue has been corrected. Almost every update they send out introduces a new problem that then requires another update. I really wish there was a forum somewhere for Point users and admin to share notes and help each other, or at the very least share the misery.

PROS

Relatively easy set-up, lots of customizable options and interfaces with other vendors

CONS

Calyx Point us still not cloud-based. Customer service is absolutely terrible. Weird glitchy issues at times.

Reasons for switching to Calyx Point

The switch was made just before I was hired. Ironically, the switch was due to poor customer service with [SENSITIVE CONTENT HIDDEN].