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
December 2, 2011
Jessica Thompson
The December Interface Update took place yesterday, December 1. As a result, you’ll see a change to interfaces within your Point® software.
BuildFax has been added to the Services menu under Verifications in Point. BuildFax™, a division of BUILDERadius, is the creator of the first and only national database of historical building permit data. Co-headquartered in Austin, Texas and Asheville, North Carolina, BuildFax™ has created a proprietary property intelligence engine that contains building and permitting information from 4,000+ cities and counties throughout the country. Local building departments in each of these towns across the country inspect construction to make sure it meets quality and safety standards; as such it is an absolutely critical part of the public safety infrastructure. BuildFax™ is then able to consolidate this information into the dataset, which is a tremendous asset to professionals in the insurance, financial services, inspection, and appraisal industries, as well as buyers and sellers of property. As the best and only source of a structure’s “life story,” the BuildFax™ database continues to grow, currently covering over 72 million residential and commercial properties in the United States, with over 6 billion data points.
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: affordable, calyx, Calyx Network, calyx point, Calyx Software, marketing, marketing in Point, mortgage software, point | Permalink
Posted by Jessica Thompson
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.
Leave a Comment » | Product Info & Tips | Tagged: affordable, Calyx Software, cost-effective, loan pipeline marketing, marketing, point, PointCentral, WebCaster | Permalink
Posted by Jessica Thompson
April 25, 2011
BJ Bounds
As you probably already know, Point allows you to email documents from within the software. This is helpful when needing to get loan documents out. However, the email functionality also works great with marketing materials.
Using a customized marketing template, you can set up your materials to be emailed to the contacts you select. From there you create a marketing report and voila! You’re ready to hit send!
Of course there are quite a few steps in between but they’re not hard. I have walked through this process myself so I know it works. But while simple, the instructions are quite long. So I’m not going to list them here.
If you want detailed, illustrated instructions, please see article 0559 on our Knowledge Base or call 800-342-2599 for technical support.
Leave a Comment » | Product Info & Tips | Tagged: 7.4, Calyx Software, LOS, marketing, marketing in Point, point | Permalink
Posted by CalyxCorner
April 20, 2011
BJ Bounds
Today we are going to talk about what to do after you’ve had all the fun you can stand by creating and customizing your marketing materials. Since your documents are stored within Point, anytime you need to distribute your materials, you can do so through Point. It’s a piece of cake!
If you are going to print and mail your marketing material, the easiest way to generate mailing labels is to go through Cardex within Point. You can also customize your documents so that your Cardex contact information prints directly onto the pieces. This is helpful for things like postcards or letters. Otherwise, you can use the mail merge capability to email your documents directly to your contacts from within Point, but we’ll discuss that in my next post.
For complete step by step illustrated instructions for using Word 2002, you’ll want to go our Collateral page under Download Tip Sheets for Point here or Article #0108 of our Knowledge Base. And don’t worry; even though there are a lot of steps, they’re very straightforward.
If you need assistance, please call our technical support team at 800-342-2599.
Check back soon to catch my post on Emailing.
Leave a Comment » | Product Info & Tips | Tagged: Calyx Software, loan marketing, loan pipeline marketing, marketing, marketing in Point, point | Permalink
Posted by CalyxCorner
May 20, 2010
BJ Bounds
Do you know what’s going on with your loans? If you’re not using your loan check-list in Point, then you’re missing out on one valuable tool.
The Loan Checklist displays the status of all incoming and outgoing documents that are added from the Track > Loan Status screen. Basic and miscellaneous documents can also be added to this checklist to easily track and update the status of documents required to complete the loan file.
With consistent use of loan status and your loan checklist, running status reports is a snap. Point already includes standard loan status reports so you can always keep track of your loans and your pipeline. You can also use loan status information to target specific groups for marketing campaigns. As an example, if you run a report and find that you have a number of applicants who never progressed past the application in the process, you can send them an email to find out what you can do to help them complete the loan.
For more information on how to use Point’s checklist for effective reports and marketing, check out our Knowledge Base article #584 or call our support team at 800-342-2599.
Leave a Comment » | General, Product Info & Tips | Tagged: calyx, calyx point, Calyx Software, LOS, marketing, marketing in Point, point | Permalink
Posted by BJ Bounds
February 3, 2010
As promised, today is all about email marketing materials to multiple
BJ Bounds
contacts.
The first thing you must do is create a template.
- From the Navigation Panel, select Templates.
- Click Report & Marketing.
- Click New.
- In the Report Title: field, enter a name for the template.
- (Optional) In the Description: field, enter a description of the template.
- Enter a Field Name of Borrower E-mail and a Field ID of 112. (If you are e-mailing the custom form to all co-borrowers, enter a Field Name of Co-borrower E-mail and a Field ID of 162).
- In the Output Options section, select Use Result For Mail Merge Marketing Document.
- Click Add Link.
- In the Document Type: section, select E-mail.
- In the E-mail Options section, enter the Subject which will show in the Subject field of the e-mail.
- (Required) In the Email Address Field: select the email address field from the drop-down list. (You must enter the e-mail address field into the report template prior to completing this step. You can only use the borrowers e-mail address or the co-borrowers e-mail address)
- In the Email/Custom Letter Content Document section, insert a check next to the custom form document that you are going to e-mail.
◦Use the Create New… or Edit… button if you need to create a new custom form or edit an existing one. See article 0066 Creating and editing custom forms if you are going to create a new custom form to send in a mass e-mail.
- Click OK.
- From the report template window, click File > Save from the Menu bar.
- Enter a File name and click Save.
The second step is to generate the marketing report.
- Generating the marketing report
- From the Navigation Panel, select Reports & Marketing.
- In the Navigation Panel, select the data folders for which you want to generate the e-mail.
- Select Prospect, Borrower, or to Include Co-Borrower.
- From the Workspace, select Marketing.
- Select your marketing report template from the drop-down list.
- Optional) Use the Status and Status Between Date fields to narrow the search results.
- Click Generate.
- The report results window appears.
- Click Generate.
- The Custom letter will open. From the Marketing Tools – Email window, click Send E-mail.
- The custom letter will be sent to each borrower that generated with an e-mail address on the report.
If you’d like to see illustrated instructions on this topic, go to article 0559 on our Knowledge Base or call 800-342-2599 for technical support
4 Comments | General, Product Info & Tips, Training | Tagged: calyx, calyx point, loan marketing, loan pipeline marketing, marketing, marketing in Point, mortgage software, mortgage solution, pipeline management, pipeline marketing, point | Permalink
Posted by BJ Bounds
February 1, 2010
BJ Bounds
For today’s helpful hint, I’m talking about Master File Templates (MFT). MFT’s eliminate the need to re-enter information that may be the same on every loan file. You can set up as many Master Files as you would like to accommodate the various loan programs you may offer.
Here is a step-by-step guide to setting up your own MFTs:
Creating a master file:
- On the left Navigation Panel, click the Templates tab. Then click either Prospect Master or Borrower Master, depending on whether you want the template to apply to Prospect or Borrower files. Click the New button. A blank Master Template will open. The template is identical to a blank Borrower or Prospect file.
- From the menu bar, navigate to any screens in the program that you would like to default information into and fill in the fields with data.
- Once you’re done, in the menu bar click File > Save. Type in a file name and click Save.
Importing a master file into a new file
- On the left Navigation Panel, click the Loans tab. Select the Prospect or Borrower radio button. Click the New button.
- The Create New Loan File window opens.
- Select the radio button titled New File from Master Template. The list that appears will include.
- Select the Master Template you want to use and click OK. The Master File data will populate into the new file.
Importing a master file into an existing file:
- Open an existing Prospect or Borrower file.
- From the Menu bar, select File > Import From > Prospect Master File or Borrower Master File.
- Select the Master Template you want to use and click Open. The Master File data will populate into the new file.
You can find this guide and others on our Knowledge Base. For a complete guide with screen shots, click here and scroll down to “Download Tip Sheets for Point.” You can always contact our support team with any additional questions. Call 800-342-2599.
Is there anything in particular you’d like to see posted here?
Leave a Comment » | General, Product Info & Tips, Training | Tagged: calyx point, loan marketing, LOS, marketing, marketing in Point, mortgage software, mortgage solution, point | Permalink
Posted by BJ Bounds
January 27, 2010
BJ Bounds
You were all excited from Monday’s post about creating your own marketing campaign, but then you thought ”Wouldn’t it be nice if my logo appears on all of my marketing materials?” Our developers thought that would be a good idea, too, so they made it possible! And today I’ll tell you how.
- The first step to inserting your company logo on Marketing forms is to tell Point the folder where your Company logo is located on your computer. To import the logo, open Point, click Utilities, select Company Defaults > Marketing Letterhead.
- Click Browse to find the company logo you want to appear at the top of your marketing documents (Point accepts .bmp, .jpg, and .gif files). To automatically adjust the graphic, click the “Auto Fit” check box. You can also adjust the location and size of the image by entering different numbers in the move right/down fields and increasing or decreasing the percentage in the zoom field.
- The company logo you select is unique to each data folder in Point, giving you the ability to have a different logo for each data folder. Your company logo will appear on all marketing printouts from screens located in the Marketing menu in every Point file.
See how easy that is? You are welcome to view the Tip Sheet on Company Logos on our website to see screenshots along with detailed step-by-step instructions. Click here to see this and all available tip sheets. More tips and ideas coming soon, so stay tuned!
Leave a Comment » | General, Product Info & Tips | Tagged: affordable, calyx, calyx point, loan marketing, loan pipeline marketing, LOS, marketing, marketing in Point, mortgage software, pipeline management, pipeline marketing | Permalink
Posted by BJ Bounds
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