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, o...


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Supported Operating System(s):

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

27 Reviews of Calyx Software

Average User Ratings

Overall

4.19 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(12)

12

4 stars

(10)

10

3 stars

(3)

3

2 stars

(2)

2

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 27 results

November 2018

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

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.

March 2018

Mark from St Pete Mortgage

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

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.

October 2018

Laura from Real estate

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

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 2019

Deborah from The McMillan Group

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

Calyx Point is a pioneer

Calyx Point is an outstanding program and I highly recommend it to the mortgage industry.

Pros

Calyx Point has been around forever and we've been using it for so many years. It has always been a flawless program to use. We couldn't imagine business without it. Calyx always keeps up with the changing times. A must have for the mortgage industry.

Cons

At first like with most software there is a learning curve. It's not super complicated but you will have to get used to it.