February 22, 2012
Jessica Thompson
Home ownership, for some it is the investment of a lifetime, however without proper knowledge of the industry it can be a confusing, frustrating and down right scary time. Many customers need mortgage experts and financial professionals that leave them feeling confident about mortgage options – eager and unafraid to begin their dream of home ownership.
Taking your mortgage business online allows for both customers and your business to have smoother application process. However, while online applications and technology are the wave of the future, it’s also important to make sure your customers are receiving the best customer service and relationship experience possible. Calyx® WebCaster® allows for a great customer service experience for those customers weary about filling out their first applications alone and for customers who want a loan center 24/7.
WebCaster secure online loan center provides a seamless integration with Point® and PointCentral® so you can make sure your customers are receiving the best customer service and relationship experience possible. WebCaster also includes real-time loan status reports, pre-qualification for visitors to your site with a single form, loan calculators that calculate optimal down payment and interest rate all while offering you a flexible and expandable website that is easily customizable and user friendly.
Don’t leave your customers trapped in technology in one of the most important purchase of their life. Instead, help them with great customer service online, with WebCaster, and offline. Request a demonstration and see what WebCaster can do for you by clicking here.
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Product Info & Tips, Uncategorized | Tagged: mortgage software, loan processing, point, mortgage solution, affordable, PointCentral, Calyx Software, marketing, WebCaster, website, online | 
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Posted by Jessica Thompson
February 21, 2012
BJ Bounds
Yesterday was a national bank holiday but today is MARDI GRAS! So who extended their holiday to have some fun and get some beads?
I’ve “worked” Mardi Gras in Galveston but I’ve never experience the total Mardi Gras atmosphere of New Orleans.
I also have not seen New Orleans since Katrina but I can still picture the old buildings with the balconies overlooking Bourbon St. That’s where I’d like to be—in the middle of things, and yet away from some of the craziness.
New Orleans itself has such an interesting history and culture that almost anything done there is going to be an extravaganza. A couple of years ago I wrote about the history of Mardi Gras and the Krewes. One of the Krewes picks a celebrity each year to serve as king in the parade; last year it was Andy Garcia. In 2010 it was the Saint’s quarterback.
Not to leave you in the dark this year, here’s the celebrity monarch for this year’s Bacchus Krewe….
Will Ferrell
That’s bound to be entertaining. We want to hear from you if you are there!
Leave a Comment » | General | Tagged: calyx point, Calyx Software, loan origination, point | Permalink
Posted by BJ Bounds
February 17, 2012
BJ Bounds
This is just a reminder that our PointCentral and WebCaster servers will be going down tonight for scheduled maintenance. The outage is expected to begin at 10pm PST (12am CST) and continue through Saturday morning.
We anticipate that everything will be up and running with no issues on Saturday and through the remainder of the holiday weekend.
If you have any questions, you may call our Support Team at 800-342-2599 today (Friday) until 6pm.
We have scheduled staff to take your call on Saturday morning if you encounter issues related to the server maintenance. From 7am to 9am PST (9-11 CST), you can call 214-252-5690 with server related issues. After this time, you may leave a voice mail and your call will be returned during the weekend/holiday if the problem is server related.
We will be closed for President’s Day on Monday but will resume normal business hours again on Tuesday, February 21st.
Happy President’s Day!
Leave a Comment » | Product Updates, General | Tagged: calyx point, Calyx Software, point, PointCentral | Permalink
Posted by BJ Bounds
February 16, 2012
BJ Bounds
This coming Monday, February 20th, is President’s Day—and we’re going to be closed! Yes, we actually have a bank holiday off that many other companies do not.
It’s definitely a nice break to have in between New Year’s and Easter. And observing this “non-traditional” holiday means we can leisurely visit our favorite restaurants at lunchtime and empathize with those that are there rushing through their meals to get back to work.
If you must work on Monday, you can look forward to an easier commute with fewer cars on the road. If you are off like we are, enjoy your day!
We’ll talk again on Tuesday!
Leave a Comment » | General | Tagged: calyx point, Calyx Software, point, PointCentral | Permalink
Posted by BJ Bounds
February 15, 2012
BJ Bounds
Today’s GFE topic deals with the month field. If your “First Change Can Occur In” field is not populating, there are a couple of things you might be missing in your forms.
- Make sure the “Can the interest rate rise?” checkbox checked on the GFE
- Make sure the “First Change” field is filled out under the Adjustable Rate Mortgage section of the TIL
- You must click the “Calculate” button at the bottom of the GFE window.
That’s the simple fix for today’s topic. If you’d like help with this or other GFE topics, visit our Knowledge Base.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, federal compliance, GFE 2010, LOS, mortgage software, point, Point 7.5 | Permalink
Posted by BJ Bounds
February 14, 2012
BJ Bounds
Today is Valentine’s Day—a day most of either love or hate with equal passion. When I was in elementary school, I really liked the emphasis on and availability of chocolate and candy, but didn’t like the competition for the most or the best exchanged Valentines. Decorating my “box” wasn’t my strong suit, either. Ah, the memories!
Now that I’m grown, I like everything about this holiday, except the changing days. I wish it was one of those holidays that was celebrated on a particular day of the month instead of an actual date; having it fall on Tuesday makes it harder to make romantic dinner plans.
Although I celebrated the holiday over the past weekend with dinner and a movie, I have an inkling that something will be delivered to the office today. Not to be outdone, I am also having something delivered to my husband’s office— he has no idea—but I’m sure he’ll appreciate it— it includes meat.
Over the years we’ve given each other strange Valentine’s Day gifts. When we were dating, he gave me a toaster and received a lot of ribbing about it from his friends—but it’s what I wanted at the time. And they’ve continued to be either strange or non-traditional. But it keeps things interesting, so we persist.
I’ll be anxiously watching for the delivery guys today!
What about you? Do you have any Valentine’s traditions?
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Posted by BJ Bounds
February 2, 2012
Jessica Thompson
The February Interface Update took place yesterday, February 1. As a result, you’ll see changes to services within your Point® software.
ComplianceEase® 4506xpress™ verification service is now available in Point version 7.2. 4506xpress is a state-of-the-art and the fastest verification platform in the industry. The 4506xpress user-friendly web application allows users to track real-time order statuses 24/7, and the automated direct connection to the IRS allows your orders to be delivered on average within 24 hours or less.
In addition, 4506xpress provides an income comparison functionality which allows users to compare borrowers’ incomes with IRS’s records, helping you to detect fraud and make smarter underwriting decisions. ComplianceEase’s dedicated support team provides 11 hours of support service on every business day, making ComplianceEase one of the best in support service.
ComplianceEase is located under Verifications in the Services menu. Visit www.complianceease.com for more information.
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!
Leave a Comment » | Calyx Network, Mortgage Technology | Tagged: Calyx Network, calyx point, Calyx Software, point | Permalink
Posted by Jessica Thompson
January 19, 2012
BJ Bounds
Have you ever been working in the Secondary Marketing screen and realized that both the Lock Confirmed and the Lock Requested checkboxes are grayed out, thus preventing you from selecting either of them?
You’re not alone. This will happen if the Point file has been copied from an older file created in an earlier version of Point.
You can fix it by creating and importing a template into the affected loan file. Knowledge Base article #751 has complete step-by-step instructions that will get you where you need to be with your file without starting over.
You can always visit our Knowledge Base 24 hours a day for instructions and helpful hints for many of your questions and concerns about your Calyx software.
If you’d like to speak to one of our support team members during our normal business hours, please call 800-342-2599. As a reminder, your account must be on the latest version of Point take advantage of free personal phone/email/chat support.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, LOS, mortgage software, mortgage solution, point, Point 7.5, Support | Permalink
Posted by BJ Bounds
January 18, 2012
Jessica Thompson
It has been said that it takes months to find a customer and only seconds to lose one. In a time where the market is shrinking, the relationship with your customers can be the key to retention and success of your business growth. You need a technology solution that makes it easy to take mortgage applications without sacrificing customer service and quality.
Calyx® WebCaster® will not only allow your customers access to 24/7 online mortgage applications, but with a secure online loan center it provides a seamless integration with Point® and PointCentral®, so you can make sure your customers are receiving the best customer service and relationship experience possible. WebCaster also includes real-time loan status reports, pre-qualification for visitors to your site with a single form, loan calculators that calculate optimal down payment and interest rate all while offering you a flexible and expandable website that is easily customizable and user friendly.
Online applications and technology are the wave of the future, but it’s important to make sure your customers are receiving the best customer service and relationship experience possible without trapping them to technology. With WebCaster you can give your customers the best experience offline and online during one of the most important purchases of their lives.
Click here to request a free demo of WebCaster today!
Leave a Comment » | Product Info & Tips | Tagged: affordable, Calyx Software, loan processing, marketing, mortgage software, mortgage solution, online, point, technology, WebCaster, website | Permalink
Posted by Jessica Thompson
January 17, 2012
BJ Bounds
PDF may be the greatest invention since sliced bread. It’s so universal and it certainly comes in handy when sending documents that you do not want edited and that everyone else can easily open.
Most of the time…Every once in awhile, you may receive a PDF file that contains a “portfolio” feature that does not conform to standard PDF specifications or it includes graphics that are not support by Point’s viewer.
If that happens, there is an easy fix that allows you to still store the document in your document management system and view it outside of Point.
Here is what you do:
- Open the document management system
- Highlight the PDF file that Point cannot display
- Click the View button to view the file using Adobe
- OR click the Save As button to save the file on your desktop before opening it with Adobe
For additional details or screen shots on this or other questions, visit the Knowledge Base or Support site at any time of the day or night.
If you’d like to speak to one of our support team members during our normal business hours, please call 800-342-2599. As a reminder, your account must be on the latest version of Point take advantage of free personal phone/email/chat support.
Leave a Comment » | Product Info & Tips | Tagged: Calyx Software, mortgage software, point, Point 7.5, PointCentral, Support | Permalink
Posted by BJ Bounds
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