Path joins Point and PointCentral in the Calyx line-up!

May 15, 2013
BJ Bounds

BJ Bounds

Last month we were excited to introduce Path™ to the market at MBA Tech in Florida.  We held special showings to demonstrate its capabilities and unique functionality to lenders at the conference.

Path is our newest cloud based platform designed for retail and wholesale lenders.  Its configurable architecture is unique to the market and we’re thrilled to offer this much-needed feature in Path.

Path does not replace Point® or PointCentral®. We’re proud that Point has served our loyal customers for over 20 years and will continue to support them with the features and functions that they require as the industry evolves.

Path was designed specifically for the needs of lenders and will import both Point files and Fannie Mae 3.2 files for processing. The pipeline view for each user is configured by role, so users only see what they need to see to do their job. Here are just a few more of the features in Path:

  • A unique role-based workflow
  • 100% web-based accessibility that runs on the most-popular browsers (Google Chrome™ Safari®, Firefox®, Internet Explorer®, etc.)
  • Customer-owned and controlled data on the Microsoft Azure™ cloud platform
  • Configurable operating units  user groups that mirror each client’s organizational structure

Find out if Path is right for you.  See more at www.calyxsoftware.com or call your account manager at 800-362-2599 for details.


Let’s go to MBA Tech!

April 9, 2013
BJ Bounds

BJ Bounds

I can’t say enough about how excited I am that we’re going to have the opportunity to demo Path™ at next week’s MBA Tech conference in Hollywood, Florida!

The weather is going to be warm so if you’re ready for a change from winter, come down to sunny Florida.  If you’ve got PointCentral® or Point Mobile, you can access your pipeline from anywhere so you don’t have to stay in the office when warmth and sunshine is calling your name.

We’re offering demos inside the Westin Diplomat, which is the host hotel, but you don’t have to attend the conference to participate.  Just call 214-252-5684 and I’ll reserve you a spot in one of our scheduled showings.

Customers who have seen it so far love it and we know you will too.  Path is 100% web based so it works on all your most popular browsers, including Apple’s Safari, Chrome, and Firefox.

Plus, if you haven’t seen the latest features of LoanScoreCard™, you can reserve a spot for a LoanScoreCard demo too.

I look forward to seeing you there!  Remember to call me at 214-252-5684 to schedule your demos during MBA Tech April 14-16!


Free Online Training!

March 20, 2013
BJ Bounds

BJ Bounds

Did you know that any user of any current account has access to free online training?

At Calyx, we believe that if you know how to use your software, you’ll be more comfortable with it—and more efficient.

In order to help you become “expert” users, we offer free online training classes to all of our current customers.  No matter what your role in the company, you can benefit from one of our classes.

And, you can take the same class over and over again until you understand it completely.  That’s right– Free & Unlimited—for ALL users!  It’s almost unheard of.  But that is just the Calyx way.

Check the training schedule every month to see what we have available.  Happy Learning!


We’re hiring!

March 14, 2013
BJ Bounds

BJ Bounds

Our Dallas office is booming right now and we’re enjoying the hustle and bustle of a busy office!

We’re looking for an Account Manager with recent mortgage experience.  This position focuses on assisting, educating, and renewing software subscriptions for existing accounts, which entails both inbound and outbound calling.  No cold calling or traveling required.

Calyx offers great benefits along with a standard M-F work week.  If you are interested or would like to learn more, contact Kim Schneiders at kim_schnieders@calyxsoftware.com or visit our career page.


March Calyx Network Update

March 4, 2013
Jessica Thompson

Jessica Thompson

The March Interface Update took place Friday, March 1st. As a result, you’ll see a new service within your Point® software.

Essent Guaranty, Inc.  located under Mortgage Insurance in the Interfaces menu is now available in Point version 7.5 and higher. Essent serves the housing finance industry by providing private capital to bear mortgage credit risk for lenders and mortgage investors, enabling them to make mortgage financing available for homeowners. The company’s capital strength comes from $600 million in invested and committed equity funding from a group of premier investors, including Pine Brook Road Partners, Goldman Sachs, J.P. Morgan, PartnerRe, and RenaissanceRe Ventures Ltd. Essent is headquartered in Radnor, Pennsylvania, with growing operations centers in Winston-Salem, North Carolina and Irvine, California.

Find Essent Guaranty, Inc. under Mortgage Insurance in the Interfaces menu. Visit http://www.essent.us for more information.

Remember, we add new service providers to our software regularly. This enables you to have the tools you need to succeed right at your fingertips. Be on the lookout for more blogs about new Interfaces in Point!


Point 8.0 SP2 is here!

February 6, 2013
BJ Bounds

BJ Bounds

It’s time to update your Point® software!  Point 8.0 Service Pack 2 is now available for download at MyCalyx.com®.

SP2 has several compliance updates along with a updates and modifications to forms, interfaces and screens.  Administrators should push this update to users as soon as possible.

Here are just a few of the highlights you’ll find in this software update:

  • The Fees Worksheet block 2 has been updated with editable percentage or dollar amount fields and locked calculation fields that accurately reflect amount changes to the credit fields
  • Several HUD forms have been updated with mandatory changes
  • The Anti-Steering Disclosure has been updated to match the Good Faith Estimate
  • The CLTV has been updated to properly reflect when a second mortgage amount is added

For additional details, visit the Release Notes or call our support team at 800-342-2599.

Account not current?  Call your account management team today at 800-362-2599 to find out how our convenient monthly payment plan can simplify your budget and keep you in compliance.


What will you do differently in 2013?

January 15, 2013
BJ Bounds

BJ Bounds

The beginning of each year brings with it the chance to start doing something new.  Have you thought about what you might do differently this year?

If you have decided that it’s time to get your business leaner and meaner, you may be pondering ways to become more efficient with the tools you already have.

If that’s the case, you’re in luck.  Today I’m going to tell you about streamlining your marketing.  Marketing is near and dear to my heart so it should come as no surprise that I’m going to talk about it every year.  It’s one of those things that business owners need to do, but there are just so many directions to take.

The simplest way to get started is to use what you already have.  It’s cheaper that way and it gets you acclimated slowly to new ways of doing things.   You might see great results right off the bat or you may have to tweak your messaging.  Either way, you’ll know you’re moving in the right direction.

Instead of delving step by step into some of the marketing tools in Point, I’m going to give you some links that will provide detailed instructions and screen shots.

Creating Custom Forms

Importing a Word Document as a Custom Form

Inserting Word fields into a Custom Form

How to Generate Mailing Labels

How to add a Logo to Marketing Forms

Creating a Marketing Campaign QRG

For current customers, we have free online training classes that walk you through how to get started with Point’s marketing tools.  Make sure you check out our training schedule and sign-up today!


December Calyx Network Update

December 4, 2012
Jessica Thompson

Jessica Thompson

The December Interface Update took place yesterday, December 3.  As a result, you’ll see changes to services within your Point® software.

American Coast Title can be found in the Services menu under Title and Escrow Services. American Coast Title, which opened in 1988, is a hands-on company who has no outside investors awaiting huge profits, no stock analysts to keep happy and no consulting firm creating or revising our public image.  They have dedicated title professionals who understand that the best insurance of success is superior service to their clients.

American Coast Title “can and does deliver the fastest service in the industry, but not at the expense of accuracy.  This philosophy encompasses not only title and customer service departments but payoff and escrow as well.” While privately owned, American Coast Title is underwritten by two of the strongest title insurers in the nation, Fidelity National Title and Westcorp Title Insurance they are also the agent for WFG in addition to Fidelity and Westcor. It truly is the best of both worlds.

Let American Coast Title design a personal service plan for you.  Whether it’s guaranteed 24-hour preliminary reports, online property profiles, or customized comparable, they are prepared to meet your needs. To learn more go to www.actfortitle.com or call 800-228-6446.

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


November Calyx Network Update

November 2, 2012

The November Interface Update took place yesterday, November 1.  As a result, you’ll see changes to services within your Point software.

Jessica Thompson

Reliable Insurance Managers, Inc. agency specializes in property and casualty insurance offering the most competitive rates for your personal and business needs. They also offer various life and health insurance plans for individual and group benefits.

Reliable Insurance concentrates on providing low rates for the following coverage’s:

  • Personal Auto
  • Homeowners
  • Flood
  • Mobile Home
  • Renters Insurance (Apartments, Condos, Town homes & Leased Homes)
  • Motorcycles
  • Boats and Jet Skis
  • Travel Trailers
  • Recreational Vehicles
  • Business Coverage (General Liability, Business Auto, Property, Bonds, Equipment)
  • Workers Compensation
  • Life and Health (Individual and Group Benefits)

As you can see Reliable Insurance is a one stop agency that can handle all of your insurance needs. They use A+ rated carriers providing 24 hour claims service and exceptional customer service.

Don’t wait until it’s too late. Insure your loved ones and valuables today. Get a free quote on auto, home, life, health, motorcycle, renters or business insurance.

Do you know someone who needs help with their insurance? Tell them to call Reliable Insurance for a fast, free quote. Then they will give you a $10 gift certificate when they start.

Find Reliable Insurance under Additional Services in the Interfaces menu. Visit  www.reliableins.net  for more information.

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


Kitchen Sink Not Included (See How 18 New Appraisal Firewall Features Can Help Your Appraisal Process)

October 25, 2012

Jessica Thompson

Here are the latest and greatest Appraisal Firewall product enhancement requests from users across the system: available in Appraisal Firewall’s 10/18/2012 release. Many of these enhancements assist Calyx Point users in their appraisal processes.

Check out how the borrower can securely pay for an appraisal with their credit card, see how we’ve combined all billing-related items onto one simple-to-view screen, how we’ve enhanced the FHA appraisal order experience, and 15 other features and enhancements. See the Release Bulletin here  -  click the 10/18/2012 entry.

To learn more, email Jim Norman at SharperLending (the company behind the Appraisal Firewall technology), or leave a comment here on the Calyx Corner Blog.


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