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

36 Reviews of Calyx Point

Average User Ratings

Overall

4.07 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(13)

13

4 stars

(10)

10

3 stars

(4)

4

2 stars

(2)

2

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 36 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.

March 2021

Cory from Citizens State Bank

Company Size: 51-200 employees

Industry: Banking

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

1.0

Functionality

4.0

March 2021

Concerned

Product is typically adequate. Not sure that this is a good time to answer this question with the new URLA and all of the challenges that we are encountering and no ability to get it resolved due to poor service.

Pros

I have used Calyx software for 20+ years and find it easy to use

Cons

Customer Service is impossible to reach with the rollout of the New URLA. You wait on hold for extensive time and get put in a voice mailbox that it is full. You send an email and they direct you to call. Very frustrated with the service.

Reasons for Choosing Calyx Point

I used it in a mortgage brokerage office years ago when I was just starting.

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].

April 2021

Perry from Power Mortgage, Inc.

Company Size: 11-50 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

April 2021

Calyx Best Operating System for a LO

It was an easy fast and accurate way to take an application for a Loan Officer.

Pros

The easy to understand screens and the ease of tabbing to the next field.

Cons

There really was not anything that I did not like about this software.