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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

Calyx Point logo
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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

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Overview

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
Pricing Options
  • Free Trial Not Available
  • Calyx Point Offers Custom plan.
  • Free Trial Not Available
  • MortgageCoach Offers Custom plan.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    72%
  • Reviews
    94%
  • Momentum
    64%
  • Popularity
    66%

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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    72%
  • Reviews
    100%
  • Momentum
    64%
  • Popularity
    80%

Features

Total Features
2 Features
3 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Document Management Ability to store and manage various information and documents in electronic format.
    Mobile Access Allows accessing the software and product/service related information from a mobile device
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
    Audit Trail A record of changes made in chronological order of a user or activity
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Document Management Ability to store and manage various information and documents in electronic format.
    Mobile Access Allows accessing the software and product/service related information from a mobile device
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Technical Details

Organization Types Supported
  • Large Enterprises
  • Medium Business
  • Small Business
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • Business Hours
  • Online
  • Business Hours
  • Online

Reviews & Ratings

User Rating
3.8/5 84 user ratings
3.7/5 3 user ratings
Rating Distribution
  • Excellent

    34.5%
  • Very Good

    32.1%
  • Average

    19%
  • Poor

    7.1%
  • Terrible

    7.1%
  • Excellent

    66.7%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    33.3%
  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Calyx Point Offers Custom plan.
  • Free Trial Not Available
  • MortgageCoach Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Calyx Point Custom

MortgageCoach Custom

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Not Available Total Cost Analysis
+ 1 More
Videos Video Thumbnail
+ 1 More
Video Thumbnail
+ 2 More

Vendor information

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

Not available

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