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 document...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic), Windows 8

41 Reviews of Calyx Point

Average User Ratings

Overall

3.47 / 5 stars

Ease-of-use

3.5

Value for money

3.0

Customer support

3.0

Functionality

3.5

Ratings Snapshot

5 stars

(14)

14

4 stars

(11)

11

3 stars

(6)

6

2 stars

(5)

5

1 stars

(7)

7

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 41 results

November 2018

User Profile Picture

R. Curtis from Alliance Transportation Group, Inc.

Verified Reviewer

Company Size: 51-200 employees

Industry: Civil Engineering

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

January 2018

User Profile Picture

Gregory from Pinnacle Mortgage Corporation

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

January 2021

Stacey from ESB Mortgage Company

Company Size: 51-200 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

1.0

Functionality

5.0

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].

October 2021

Kurt from Kash Mortgage Group, Inc.

Company Size: 11-50 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source


Ease-of-use

1.0

Value for money

3.0

Customer support

1.0

Functionality

2.0

October 2021

Terribel Customer support, Actually the worst I have ever been involved with

I have a current critical issue with the software and its been almost a week and no one has even bothered to call about the ticket that was created. I've contacted them several times and they just don't seem to care. not the first issue, with the roll out of the new 1003 required, they did a horrible job and didn't even have it ready days after the dead line. If you ever run into issues with Calyx (and you will) you better have a back up because they are not dependable and you will likely need to call 10+ times to get anyone to respond. Simply put they don't care.

Pros

At one point they were the bets but they have fallen so far

Cons

They don't care at all about there customers.

September 2021

Tera from Hawaii Financial Services

Company Size: 2-10 employees

Industry: Real Estate

Time Used: More than 2 years

Review Source


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

September 2021

Buyer Beware-Calyx IS NOT Worth Your Time & Money!!

When you call customer service, you can't get a human and in the chance that you sat on hold for the 45 min wait, you get someone that tells you they have to give you a ticket number and pass it onto someone who will call me back. When I do get a call back it's days later.

Pros

The only reason why I continued to stay is that Point is not 100% web based. Because of the rural area's that I tend to be on our island, I need to be able to work off line at times because of internet latency. But I'm no longer going to deal with that as I have pulled the trigger to move elsewhere after 19 yrs with Calyx.!!

Cons

Unreliable, unable to interface well with most all vendors, i.e. Freddie/Fannie, LoanSifter. Too time consuming to enter a loan. Won't auto populate from it's database/cardex as it did before the 1003 change, it wipes out asset info completely making you have to re-input over and over again when you run AUS or import a credit report. Hands down just not worth it anymore!