Five Keys to your Success

June 21, 2011

Jessica Thompson

WebCaster® is your key to:

1.  Point Compatible Web Solution – WebCaster is the only online solution designed specifically to work with Point® and PointCentral®, reducing data entry time and enabling you to respond quickly to each prospective borrower.

2.  Real-time Loan Status Reports – Get notification of a loan supplication submission in real time while enabling you to transfer loan status information to each prospective borrower.

3.  Open 24/7 – Give great customer service 24 hours a day! WebCaster promotes your business 24/7.

4.  Affordable website – These are tough economic times get WebCaster for only $24.99 per month with no setup fee or contract.

5.  Customizable and user friendly solution – WebCaster has numerous design templates for you to choose from, allowing you to represent you company’s brand effectively, while taking just minutes to set-up.

Click here or contact us at 800.362.2599 to get your key to success.


WebCaster Updates are here!

June 17, 2011

Jessica Thompson

Calyx® is proud to announce that WebCaster®, its online website solution, has been updated. New enhancements give you updated resource forms, let you display NMLS license, updated loan applications and an easier plug-in mode features. For more information on the updates click here.

Not currently using WebCaster? You could be missing the key to a successful website that will increase your business, by allowing you to start accepting online applications, thus increasing the number of closed loans by building your loan pipeline.

Already have a website? Utilizing WebCaster holds the key to a plug-in solution that will create a seamless integration with Point® and PointCentral®. This unique plug-in solution allows you to start accepting online applications immediately without interruption to your existing site.

Click here or contact us at 800.362.2599 to get your key to more closed loans.


Online Training

May 17, 2011

BJ Bounds

This year Calyx Software began offering all online training classes at NO-CHARGE!  That’s right—our classes are completely free.  And you can take as many classes as many times as you want to (space permitting).

We recently added a “Using Business Rules in PointCentral” that has become very popular.  For those of you on PointCentral, using the business rules, whether you choose the pre-built options or create your own, go a long way in maintaining order and visibility in your pipeline.  This class is tremendously helpful!

But don’t forget about our standard offerings.  If you need a crash course in Point or are just looking for tips and shortcuts, make sure you check out our schedule for the month.  We offer courses in topics like Getting Started in Point, Building Templates, Forms, Fees Worksheets, Originating and Processing, Optimizing Pipeline Reports in Point, Underwriting Loans in Point, and administrator courses for PointCentral.

If you’d like a course outline for any of the courses we offer, visit our Training page where you can click on each class to get additional information.


Be Smarter Than Your Competitors

April 18, 2011

Jessica Thompson

In a new regulatory environment, the ability to create instant Good Faith Estimates (GFEs) with live rates is increasingly critical. SmartGFE is an easy, reliable solution for Blocks 4 through 8 delivered directly into Point®.

SmartGFE streamlines the process of sending GFE’s by providing up-to-date settlement charges from a single neutral source, saving time and eliminating guesswork. SmartGFE helps close more loans by offering competitive quotes that comply with tolerance limits. SmartGFE is the industry’s most complete data solution, including:

  • Reliable cost estimates in 11 service categories, such as title insurance, settlement services, home warranty and pest inspection.
  • Property characteristics, such as the number of bedrooms, number of bathrooms and square footage, to calculate more accurate quotes for services like home inspection.
  • Property taxes, transfer taxes and reporting fees by location.

SmartGFE ensures pricing for local vendors is accurate, while giving you a variety of choices.

Using SmartGFE is easy. With just a few clicks, you set line-item preferences for fees you want displayed in the GFE. You then choose your preferred vendor or shop to add to the GFE. After selecting the items that you want to add to your loan file, all the information is automatically transferred to Point.

SmartGFE makes creating a GFE is as easy as pulling a credit report. Start utilizing SmartGFE’s services today. Find them in Point by going to Interfaces > Compliance > SmartGFE.


April Calyx Network Update

April 5, 2011

Jody Collup

The April Interface Update took place yesterday, April 4.  As a result, you’ll see a couple changes to interfaces within your Point® software.

Veri-Tax, Inc. has been added to the Services menu under Verifications in Point.  Veri-Tax offers a full-array of tax verification services designed to help organizations in the mortgage, banking, legal and credit card industries more quickly and securely process borrower income and tax documentation.

Western Technologies Group, Inc. has been added to the Services menu under Flood Certification in Point.  WTG is proud to provide timely Tideland and Flood Searches for New Jersey with honesty and integrity.

Remember, every month we add new service providers to our software. This enables you to have the tools you need to success right at your fingertips. Be on the lookout of our monthly blog about new Interfaces in Point!


On-line convenience is waiting for you

August 19, 2010

BJ Bounds

If you haven’t converted your account to an on-line MyCalyx™ account, you are missing out on the convenience of being able to manage your own Calyx account—whenever you need to.

Re-assign seats, modify user access, and instantly download software and compliance updates—24/7 from the Internet.

Converting is free and you won’t be able to update your software without it.  Point® 7.3, scheduled for October, is being released electronically via MyCalyx only.

Point 7.3 has several really great compliance and convenience tools that you will love, such as a Document Organization screen that allows you to stack documents and GFE/HUD-1 fees synchronization!

Call 800-362-2599 and ask for your account specialist to convert today!


Seamless Servicing through PointCentral™

July 15, 2010

BJ Bounds

Are you feeling the pain of servicing your own loans?  Or have you often wished you could tap into the additional revenue you can earn by keeping your customers over the life of their loans?

Servicing Solution, LLC now offers Calyx customers complete compliance and efficiency in loan servicing with a simple web-based software application.  Servicing Solution (S2) takes all of the risk and expense out of loan servicing with an experienced, professional staff that handles all aspects of loan servicing for you, including compliance, escrow, and reporting.

Servicing Solution’s offers flexible, affordable programs that adjust with you to market and business conditions.

  • With the full service option, S2 takes care of everything for you ─ including customer service, processing, payments, reports, and all compliance requirements.
  • If you have your own staff in place, the self-service option gives you all of the benefits of the web-based system and data security along with the assurance that if your staffing level changes, S2 can quickly and easily modify your service level for as long as necessary.

Visit our Servicing page or call your Calyx sales rep at 800-362-2599 for more information.


Free Webinars!

July 6, 2010

BJ Bounds

Yes.  I said free!  “Free” is becoming our new favorite word here at Calyx!  Starting this month, we will offer free regular webinars!  Be the first to see what’s coming in future products and releases!

These 1-hour “customer experience” sessions will cover Calyx products with in-depth tips and greater exploration into software features and functionality.  If you want to know what your software can really do for you, this is the series for you.

July’s webinar will focus on how MyCalyx™—purpose and benefits; account creation and functionality; and FAQs.   Since we’re going to 100% electronic deployment starting with Point® 7.3 in October, this is one webinar you don’t want to miss.

Upcoming subjects for the summer include managing compliance with rules and the new Point 7.3 release.

To register for July’s “MyCalyx Unveiled,” click here.

Make sure to check back here tomorrow for another “Free” offering!


Want your “Banker’s Hours” back?

June 9, 2010

BJ Bounds

If you’re spending too much time getting your mortgage loans to closing, you must not be using PointCentral.  PointCentral has the banking functionality that mortgage bankers need to get back valuable time lost with complicated software with extraneous whistles and bells that sound good, but provide little utilitarian purpose.

PointCentral is designed with the mortgage banker in mind.  With exceptional auditing and tracking capabilities, along with advanced security capabilities and reporting, PointCentral offers a complete solution.  Functional banking screens such as fees & impounds, warehouse/funding, shipping, & more, electronic document storage and interfaces with best-in-class services vendors top off the package.  A powerful rules engine that allows for field-level or action-based rules keeps all of your users following the company rules for consistency and compliance.

Get your hours back.  Click here for a live demo or call 800-362-2599 for more information.


Spring Cleaning

March 31, 2010

BJ Bounds

Have you ever wondered how you have accumulated so many things over the course of your life?  And have you wished you had the energy to rid your house of all the clutter, all of the old papers you no longer need or want?  I’ve always envied those who spend weeks planning garage sales, then take several days off from work to sit in their yard and sell everything that takes up space.  I just don’t have it in me—so the clutter remains—more often than not relegated to the room in the house nobody is allowed to see.

If you have a room like that in your house, I can certainly sympathize.  If that room is in your business, then you’ve definitely got to de-clutter.  To streamline your workflow and eliminate the stacks of papers in your office, you will want to do a little research into going electronic.

There are plenty of software technology companies that specialize in mortgage technology.  However, we are preferred by more brokers and bankers than any other platform.  Why?  We offer all of the tools needed to originate and process mortgage loans—and at the most affordable price.   All of the forms and reports you need to manage your business are included—and you can store all of your documentation electronically.

If you have multiple offices, or have employees that work remotely, you’ll appreciate PointCentral, Calyx’s hosted offering that allows access to all loan data in your pipeline from any secured Internet connection.  It also provides a central repository of all information and images as well as the ability to apply field-level rules and conditions.

With remarkable technology, support and training, we’ll keep you from swimming in unnecessary paperwork.  So you can do your spring cleaning at home, not in your office.


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