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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Visit Website
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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Visit Website
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Description | Calyx Point as an efficient loan origination software allows mortgage brokers and agents to get their loans processed in real-time, from application till closing. The software makes users aware of the fees they need to pay without any hidden charges, enabling them to keep the overall costs in check. With the in-built templates, the platform also ensures consistency in standardizing loan programs, borrower files, closing costs, etc. It helps users to save their valuable effort and time besides closing more deals, by allowing them to create, capture and save pre-application data for existing prospective borrowers. Mortgage brokers also get to build strong relationships with their borrowers, through different marketing tools, including loan comparisons, open house flyers, and pre-approval letters. Organisations using Calyx Point, also get access to a host of services like asset verification, credit reporting, product pricing, eligibility checking, compliance services, etc. Moreover, users can receive advice from mortgage specialists through the platform and increase their efficiency levels in a whole. Read more | MortgageCoach help banks to turn borrower education into a competitive advantage. It comes loaded with a suite of mobile and enterprise applications capable enough to enhance the conversation between mortgage professionals, borrowers and realtors. Thus allowing them to make confident decisions accordingly. Organisations can depend on the particular software to provide clearly illustrated financial charts and mortgage options to their clients. They can also include live updates or video narration on the go, ensuring informed decision making. For companies, MortgageCoach turns out to be of great help as it provides relevant support with conversions, in recapturing pre-existing clients and in deepening realtor relationships. Regarding profitability, the software can be relied upon to reduce shopping rates, preserve margins and reduce price exceptions. For the processing part, inbuilt functionalities include workflow streamlining, real-time updates, interactive Q&A, delivery compliant services and more. Multi-channel alerts, presentation co-branding, exclusive digital experience delivery and information sharing via text/email are of great help. MortgageCoach’s inbuilt customisation facilities can be vouched upon to generate custom presentations, add personalised videos and promote individual brands. Read more |
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SW Score & Breakdown |
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Total Features |
2 Features
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3 Features
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Common Features for All |
Audit Trail
Client Management (Customer)
Document Management
Mobile Access
Workflow Management
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Audit Trail
Client Management (Customer)
Document Management
Mobile Access
Workflow Management
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Platforms Supported |
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Modes of Support |
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User Rating |
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Rating Distribution |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Calyx Point Custom |
MortgageCoach Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots | Not Available |
+ 1 More
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Videos |
+ 1 More
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Company Details | Located in: Dallas, Texas | Located in: Irvine, California |
Contact Details |
(800) 342-2599 https://www.calyxsoftware.com/products/point |
(800) 951-2696 http://mortgagecoach.com/mortgage-coach |
Social Media Handles |
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