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: affordable, Calyx Software, loan processing, marketing, mortgage software, mortgage solution, online, point, PointCentral, WebCaster, website | 
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Posted by Jessica Thompson
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 5, 2012
Jessica Thompson
The January Interface Update took place yesterday, January 4. As a result, you’ll see changes to services within your Point® software.
BuildFax® gives you the ability to confidently say “yes” to more loans more often. Sign up before January 13th to receive a free 2-week trial and special introductory pricing to begin lowering your transactional risk! BuildFax’s building permit history reports offer that additional layer of documentation needed to increase loan quality and say “yes” to more loans, critical in this era of greater loan scrutiny and tighter standards. As the only automated source for national improvement data, BuildFax provides Calyx Point users with insight into property changes – permits for major additions and remodels not found in tax assessor data – that validate the valuation of a property and comps, or conversely, raise concerns if no major improvement permits exist for the property. More than 400 lenders already utilize BuildFax data in their loan approval process. GSEs acknowledge permitting data as a trusted source for independent, third party verification of property improvements and condition (see Freddie Mac’s Bulletin 2009-24). Find BuildFax under AVM Reports in the Services menu. Visit www.buildfax.com/calyx/gettingstarted 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 | Tagged: Calyx Network, calyx point, Calyx Software, cost-effective, loan processing, mortgage software, mortgage solution, point | Permalink
Posted by Jessica Thompson
December 21, 2011
BJ Bounds
I’m sure everybody loves the simplicity of doing fixed rate 15 or 30 year mortgages. But that’s not always the best solution for your customers. So you’ve got to give them the option of the dreaded adjustable rate mortgage and figure out their payments.
Too hard, you say? Not with Point, I say.
Point will accurately calculate the payment schedule for an ARM just as it will with fixed rate loans. You just have to know how to enter the data and we can help you with that.
Our technical gurus have put together simple guide for you that will walk you through the process.
If your eyes cross figuring out the printout, they’ve also created a helpful video that can uncross those baby blues in just a few minutes.
Process ARMs quickly and squeeze-free with technical support via the web or phone at 800-342-2599.
Leave a Comment » | Product Info & Tips | Tagged: calyx point, Calyx Software, loan origination, loan processing, mortgage software, point, Point 7.5 | Permalink
Posted by BJ Bounds
October 25, 2011
BJ Bounds
Taking control of your mortgage business is easier than you think. If you’re already using Point, you know how extremely beneficial having an efficient software process is for getting your loans to the closing table quickly and accurately.
But if you have more than one user, more than one office, or you travel a lot, getting a handle on your business is as simple as upgrading to PointCentral. PointCentral’s end-to-end server platform gives you 24 hour Internet access to everything in your pipeline. Complete oversight and management is possible from anywhere that offers a secure Internet connection.
Additionally, PointCentral offers strong security measures and keeps your sensitive loan data in a secure centralized location, ensuring you don’t lose information even if you lose your hard drive or laptop. Offline files are automatically updated to the server location the next time a user log into Point so that there is always only one file in one place. Complete audit trail functionality details every change that has been made in each file.
And not only does PointCentral put access to files, screens and fields at your disposal, but processes that you implement for your business can easily be integrated into your software workflow with simple-to-configure Rules and Templates. As your needs change, you can add, modify, and remove them through an easy-to-use administrative dashboard.
If you want to find out more about how PointCentral can give you the control you need over your business, visit our website or call 800-362-2599 to schedule a free demo.
Leave a Comment » | General, Product Info & Tips | Tagged: calyx point, Calyx Software, loan processing, mortgage solution, PointCentral | Permalink
Posted by BJ Bounds
July 18, 2011
BJ Bounds
To register for our free webinar on “Making the Transition to Mandatory.” Tomorrow’s (7/19) webinar is the latest installment of our “Customer Experience” webinar series.
If you’re a lender who has wondered how to make the move from “Best Efforts,” you won’t want to miss this session.
Precision Risk Management Systems representative Greg Ellis will discuss:
- Mandatory or Best Efforts – How do you consistently maximize your loan execution?
- What are the steps to transition to Mandatory Sale?
- What performance metrics should I track and how do I track them?
Register now while there are still seats available. The webinar will begin at 2pm CDT.
Leave a Comment » | Alliances, General, Lending Industry | Tagged: Calyx Software, loan pipeline marketing, loan processing, Point 7.4, PointCentral, Webinar | Permalink
Posted by BJ Bounds
December 20, 2010
BJ Bounds
Point 7.3 carries on with our goal to make the mortgage loan process as effective and efficient as we possibly can. Taking all of your requests and comments from Point 7.2, we’ve developed 7.3 with banker features you want. Here are a few helpful new features.
- Synchronization is big player in this release because it makes things so much easier for you. If you use the banker screens in Point, you’ll definitely appreciate this new feature.
- The Track Conditions screen has been re-designed to synchronize with the Banker Conditions screen.
- Mortgage banks can now control which conditions the loan originator and loan processor can view by configuring the Utilities menu.
- This new feature will make it easy for the Underwriter to issue all external and internal conditions from the Banker screen and push only LO and Processor conditions to the Tracking screen.
- If you’re processing your own settlements, you’ll appreciate the new HUD1 screen. It’s simple to populate because it looks exactly like the form and you can populate fees on Page 2 with a copy feature from either the Fees Worksheet or the Fees & Impounds screen.
- The Profit/Loss screen has been redesigned to distinguish between brokered and banked loans with specific print-outs for each. This enhanced screen also allows accommodates split commissions and deductions.
- Saving you money with third party vendors is another happy ending for Point 7.3 banker screen updates.
- The Closing Docs interface has been enhanced with an audit feature that allows you to audit for missing information prior to drawing documents.
- You can refresh the dialog box as you correct each error to verify that you are ready to submit your order!
For more information on these or other banker screen improvements, visit our Point product page or call 800-362-2599.
Leave a Comment » | Product Info & Tips | Tagged: 7.3, calyx, calyx point, Calyx Software, loan processing, LOS, mortgage software, mortgage solution, point, Point 7.3 | Permalink
Posted by BJ Bounds
October 28, 2010
BJ Bounds
Released today via MyCalyx™, Point® and PointCentral® 7.3 will change the way you think about compliance.
Making compliance more effective through intuitive fees worksheets and vital data synchronization, Point 7.3 has the features you want now.
Some of the fabulous new and improved features include:
- Fees Worksheet and Closing Cost scenarios
- Disclosed and Final Fees Synchronization and Comparisons
- TILA Update
- HUD-1 screen and form
- Originator and Banker Conditions Synchronization
- Robust Document Organization
- Improved Tracking Status Screen
- Enhanced Loan Profit-Loss Screen Functionality
- Interface Upgrades
PointCentral 7.3 adds 13 simple to use and easy to customize pre-built compliance rules that allows more efficient management of Point’s compliance tools.
Download 7.3 today through your free on-line MyCalyx account. We strongly recommend administrators log into MyCalyx.com and push the update to all users at the same time.
Don’t have MyCalyx yet? Call 800-362-2599 Option 1 now.
Click here for more Point 7.3 details or here for PointCentral 7.3 information.
Leave a Comment » | Product Updates | Tagged: 7.3, calyx point, Calyx Software, Compliance, federal compliance, loan origination, loan processing, mortgage compliance, mortgage software, mortgage solution, MyCalyx, point, Point 7.3, PointCentral | Permalink
Posted by BJ Bounds
October 12, 2010
BJ Bounds
Access Mortgage Research and Consulting has just released their latest industry studies for brokers and lenders and we’re still the preferred vendor for origination and underwriting among brokers!
According to their latest results, Calyx holds 72.5% of the market share for brokers. We’ve held more than 50% since 2000 and it’s thrilling to learn that we are still doing something right!
We also support 36% of the lender market which includes banks, credit unions, and mortgage bankers. That’s exciting news for us because we trail the leader in the lender market by only 1.4%!
We love our brokers and we have enjoyed the challenge of developing our software to meet the more extensive needs of our lenders. We’re proud to substantiate our efforts to provide what our customers want and expect in a functional, easy to use mortgage platform!
Thanks to all of you for your trust and your business! If you’d like detailed information on our upcoming 7.3 release, click here for Point® and here for PointCentral™.
2 Comments | General | Tagged: 7.3, calyx, calyx point, Calyx Software, cost-effective, loan processing, LOS, mortgage compliance, mortgage solution, MyCalyx, point, Point 7.3, PointCentral | Permalink
Posted by BJ Bounds
October 1, 2010
BJ Bounds
Today California’s AB 1160 goes into effect. This law requires mortgage lenders to provide a translated mortgage summary document to a borrower in the language in which the contract was negotiated verbally. The five languages specified in the bill include Spanish, Korean, Chinese, Tagalog, and Vietnamese.
Although this law affects only a small portion of our customers, Calyx has developed a special forms update for Point 7.2 customers to download. This download will ONLY work for Version 7.2.
Once the download is complete, Point will update the forms list with the new disclosures in the required languages. Although these new disclosures have similar language and a similar look to the GFE, they are NOT GFEs. They can only be used in California and must be used in conjunction with other initial disclosures including the GFE.
Click here for more details on Assembly Bill 1160.
Point 7.2 customers may click here for more information or here to begin downloading the forms updater.
Customers on earlier versions of Point must update their software in order to be compliant with this and other recent regulatory changes. Call 800-362-2599 to speak to your account specialist.
Point 7.3, which will be released on October 28, includes a set of these new forms which will overwrite the forms downloaded in this 7.2 service pack. No further action will be required with the 7.3 installation.
Leave a Comment » | Compliance, Product Updates | Tagged: 7.3, calyx, calyx point, Calyx Software, Compliance, federal compliance, loan processing, point, Point 7.3 | Permalink
Posted by BJ Bounds
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