May 21, 2013
At Calyx, we’re humbled by the loyalty our customers have shown us over the years. And even though we’re in business–like many of you–to earn a living and prosper, we don’t charge current clients for support and training. After all, you’re using our product, and we want to make sure you get the most out of it as you can.
So anytime you need our help, you have it. We have 24 hour online support through our Knowledge Base articles that walk you step-by-step through almost any process you might need.
Additionally, as a current account holder, you—or any member of your staff— can call 800-342-2599 or email at email@example.com for personal support during our normal office hours of Monday-Friday 8am – 7pm CDT.
And not only do we offer free support, we also offer free web-based training on a myriad of subjects. You can take any class as many times as you need to so that you’re completely comfortable using your Point® software. You’ll learn tips and tricks that will help you do your job faster and better! Check out the schedule posted here every month.
Learn more about all the ways Calyx can help you. Call your account manager at 800-362-2599 today to make sure your account is current.
March 20, 2013
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!
January 15, 2013
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!
July 31, 2012
In today’s ever changing market and economy, there are times when the products and services you use get disconnected or discontinued. Myers and eMagic, which offered websites for Mortgage and Real Estate Professional, are discontinuing this service on September 1, 2012 due to market and business model changes.
If you are going to lose your Myer’s or eMagic website, don’t panic all you need is WebCaster®! For only $24.99 a month you can have the following with WebCaster:
- Online 1003 applications that download into Point
- Electronic document exchange to and from document management
- Loan officer selection and routing
- Loan application tracking
- Online payment feature for borrower fees
- eDisclosures through Point
- Google analytics
- Mortgage calculators
- Customizable templates
Don’t put off switching providers until your site gets disconnected, contact us at 800.362.2599 today! View a free webinar of WebCaster or click here to read more about WebCaster.
July 30, 2012
You’re probably already familiar with the benefits of using Point® and PointCentral®. What you may not realize is that WebCaster® in conjunction with Point and PointCentral can provide you with a streamlined process for loan applications and loan status reports with eDisclosure and Document Tracking. WebCaster also lets you be anywhere, at anytime and still provide outstanding service to your clients 24/7, so you can be more productive throughout your day.
Register for our new 60-minute live webinar, “Calyx WebCaster Overview” to learn more about the benefits WebCaster can provide you! The webinar will cover a wide range of topics that include:
- WebCaster Admin
- Online 100
- Seamless Integration with Point
- Document Tracking
- Document Exchange
- and other valuable features
See what WebCaster can do for you by promoting your business through a professional website or a plug-in solution. Choose from 70 website template styles or plug the functionality into your existing corporate website. Respond to customers quicker and increase the efficiency of your operation.
To register for the new webinar “Calyx WebCaster Overview” click here.
June 27, 2012
The Equal Credit Opportunity Act makes it unlawful for a creditor to discriminate against any applicant for a myriad of specified reasons. If credit is denied, creditors must provide disclosure to the applicant as to the reason for denial typically within 30 days. Details on Reg B can be found here.
PointCentral®gives you the tools you need to stay on top of Reg B requirements with Business Rules and Reports that you can customized to suit your needs.
- Create a custom Business Rule that pops up if the user has a Prospect for which credit has been run, and for which the file status is switched to Denied, and for which a Notice of Action Taken has not been prepared. The rule prevents saving the Status until the Notice of Action Taken has been prepared. Learn more about setting up custom rules here.
- Point offers 4 options for Notices: Notice of Incomplete Application, Notice of Counter Offer, Notices of Withdrawn Application as well as Notice of Credit Denial. Learn more about completing the Notice of Action Taken here.
- Create a custom report to run every 27 days to catch files for which Credit has been run, have not moved beyond Prospect status, and have not had a Notice of Action prepared. Learn more about creating custom reports here.
If you’d like additional help setting up your business rules or custom reports, you can learn by sitting in on one of our free online training classes or you can talk to your account rep at 800-362-2599 about a personal consultation with one of our experts
June 14, 2012
Calyx is pleased to announce a new 90-minute training classed titled, “Advanced Business Rules for PointCentral.” The new course expands upon the vast Calyx Online class curriculum, which provides industry-leading technical education and for all levels of Point® and PointCentral® users. The class will teach you the most effective way to manage work flow, and ensure compliance and security for your loan files. Additionally, this class takes advantage of added rules functionality, so you can get the most out of PointCentral 7.6. Please note that the Calyx online class “Using Business Rules in PointCentral” is a prerequisite.
The new online class covers:
- Further explore the power of business rules
- Examine some key rules and the logic of creating rules
- Compare fields with the value of another field
- Create conditions such as “Increased by %” or “Decreased by %”
- Use the “Contains” operator for string fields
- Demonstrate and practice using the sample rules provided in your software
To register for the new class “Extend the Power of Business Rules” click here.
Whether you are a new user or simply need a refresher, you are sure to find that one of these courses will help you with your needs. Visit our online training schedule or call (800) 362.2599 to learn more today!
March 30, 2012
Thanks to our friends at National Mortgage Professional, we have learned about an opportunity to receive training in the new mandatory changes on Facebook.
The Marketing Animals have put together a 40 minute video that walks through all the new changes as well as additional training materials that will help you teach others what they need to know.
Timeline is a whole new way to see and use Facebook and we can’t get out of it so we might as well make the best of it and get the most out of it.
The video and additional materials are only $17. Get this great deal while you can!
October 24, 2011
This is the last week to register for the November 15th Calyx User Conference! We have great plans for this unprecedented event, and they include you! This conference is going to be packed with the information you need to take your business to new levels of efficiency with indispensible software tips and best practices.
But not only are you going to learn about the software you already use, but you’re going to be introduced to our plans and schedules for future products and features. See a demo of the future LOS of Calyx and get the details on the new mobile apps, Calyx AUS, and more!
You’ll also have the opportunity to interact with Calyx decision-makers to discuss the features and products you’d like to see developed. This event is all about you—the user—and we want to make it the most valuable event you’ll attend this year!
Register now to make sure get in on this extremely enlightening and productive day! Stay another couple of days and attend Mastery Business Plan, too!
September 28, 2011
In less than 2 months, we’re hosting the first Calyx User Conference. This unprecedented event is designed to help you to get what you need out of Calyx and the products you use. Interact with our leadership and learn all about your software, including tips of the trade you might not already know!
Also during this information-packed day, we’re going to share some exciting news about mobile apps, upcoming releases, as well as an entirely new product from Calyx!
Don’t miss this hands-on, down-to-business user conference. After all, it’s all about you, the user! This is your chance to tell us what you need and to impact future Calyx product roadmaps.
Register now to join us at the beautiful Green Valley Resort and Spa in Las Vegas on November 15th! You $99 conference fee is on the house if you also attend the Mastery Business Plan.
All attendees of the Calyx User Conference will be entered into a drawing to win a free iPad 2!