About Calyx Software


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 processing guides. In addition, Calyx Software offers support via phone and email.



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Supported Operating System(s):

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

22 Reviews of Calyx Software

Average User Ratings

Overall

4.00 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(7)

4 stars

(10)

3 stars

(3)

2 stars

(2)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 22 reviews

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January 2018

Gregory from Pinnacle Mortgage Corporation

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.

March 2018

Mark from St Pete Mortgage

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

1.0

Customer support

1.0

Functionality

3.0

March 2018

WARNING: Potential for expensive software failure ... unresolved.

I use it in my daily business as a Mortgage Broker.

Pros

Old, ancient, familiar software. Interfaces well with Fannie Mae DO ... and credit reporting vendors. INKit e-signing is convenient yet potentially dangerous to Mortgage Broker's income.

Cons

Unstable ... data entered correctly does not always flow through to the critically important Loan Estimate (LE) ... yet their INKit system will then send out an incorrect Loan Estimate (LE) that could cost the Mortgage Broker $1,000's of dollars ... and worst of all ... they take zero responsibility for the accuracy of their software ... and choose to define the problem as "unkown" ... before telling the Mortgage Broker "too bad you lost money" using our product ... their corporate culture is as old & ancient as their software ... search for an alternative.

November 2018

R. Curtis from Alliance Transportation Group, Inc.

Company Size: 51-200 employees

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.

March 2019

Sara from Title Mortgage

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Customer support

4.0

Functionality

4.0

March 2019

Calyx Point Review

Pros

It was easy to input information and run reports. The reports could be slow at times, but it depends on the data you are searching as well. All of the federal and state documents are included in Calyx and you can also custom make your own documents to print and have the specific file information you need automatically inserted.

Cons

I have not used Point Central, but feel that should be their basic platform used instead. It allows you to implement rules so things are not forgotten and missed. With Calyx Point base program you do not have these options.

October 2018

Laura from Real estate

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

October 2018

Calyx Point is great!

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.

Pros

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.

Cons

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.

October 2018

nitish from XL dynamics

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

October 2018

Morgage User friendly

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

Pros

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.

Cons

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

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

December 2018

Calyx is the industry standard. I love it!

Pros

The majority of my mortgage origination and loan officer jobs have required familiarity with Calyx Point software. I have found it to be the industry standard.

Cons

The upgrades don't change the GUI or functionality much. However, even the slightest change takes a little getting used to.

June 2018

Apple from philadelphiahouse.com

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

June 2018

My experience with calyx point is very good. Im using it almost everyday at work.

some of the benefits I get from this software are having my file organized and being able to have one file organizer and share it with the team.

Pros

what I like the most with this software is that it keeps records from my clients and help me organize my files. it is awesome that i can separate their profile to different folders i wish to have as long as it is connected with my computer's jungle disc.

Cons

what I like the least with this software is that it cannot filter if the clients name is already there by just saving it. i have to go to advance search tab and type the client's name in order to know if they are already there.

March 2018

Ana Maria from PhiladelphiaHouse.com

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2018

I still have to learn much about navigating to this program though it is helpful in keeping info.

The best thing that we get here is the ratio of the client whether they are qualified for a mortgage loan and how much they can be qualified for. It is automatic once you enter all the details given by the buyer.

Pros

Since we are in a real estate business, getting the ratio of a client based on their income which are automatically computed in this program makes it easier for us to know how much will their closing cost be and so help the client prepare ahead of time.

Cons

It is a bit difficult to navigate on this software if you are not very much familiar. It took me weeks to familiarize myself.

April 2018

Jason from Caliber Home Loans, Inc.

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

5.0

April 2018

Calyx Point is a great simple loan origination software.

Pros

I like the ease of use and the ability to customize fields to customize the loan origination system to your business.

Cons

I do not like the non-cloud based system. The system also does not have a good indexing system for file names.

June 2016

Michael from Alliance Mortgage Funding

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

1.0

Functionality

2.0

June 2016

Calyx is getting worse

I've been using this software in my mortgage company for over 10-years. We used to be satisfied with it, but not any longer.

Pros

NONE

Cons

Tech support used to be great. I've waited two-weeks to get a reply from tech support. When they do respond, it is often nonsensical , or they outright lie about the issue at hand.

The program itself is full pf problems: printing issues, mis-calculations, data that should transfer to other forms does not. Support and management do not listen to user suggestions. They only seem to be interested in serving larger companies.

June 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

June 2018

It got the job done.

Pros

I found it very easy to navigate and to know exactly where to input your information. I do like the ability to separate borrower profiles in different folders.

Cons

This software has been a staple in the mortgage industry throughout the years. I'm disappointed that the interface ability is still very poor in my opinion.

January 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

5.0

January 2019

Great software for mortgage loan processing and underwriting.

I liked the detail of information that could be entered into the system.

Pros

I like the ease of use and understanding. The layout makes complete sense and follows the mortgage loan documents.

Cons

Nothing really. Again, this software was very easy to use.

December 2018

BRYCE from EASY AZ MORTGAGE, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

December 2018

Better than most, but still needs improvement

Pros

The customer support is great, but for smaller companies like mine, it would be nice to have a more turnkey program -- this software requires a lot of initial set up and customization. Some may find that good, but in a heavily regulated industry, it's nicer to be able to just plug and go.

Cons

Needs to be more turnkey. There are a lot of things that require customization and template-setting at the beginning. This is extremely time-consuming and costly.

January 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality