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Calyx Reviews & Product Details

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Calyx Product Details

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Calyx® is an established provider of mortgage software solutions used by banks, credit unions, mortgage lenders, and brokerages nationwide. Our easy-to-use software features an online borrower interview integration, secure electronic signature functionality, and access to wholesale lenders from within your system. End-to-end processing and reporting have never been easier. Our complete LOS solutions have been trusted by industry-leading brokers, bankers, and financial institutions for decades because they’re proven to deliver superior accuracy and reliability. The Calyx suite of products include our flagship product Point® and PointCentral®, Path®, Zenly® and Zip®. Point is the choice for mortgage brokers and includes all the features, forms, and reports you need for loan marketing, prequalification, origination, and processing. PointCentral is everything you love about Point and more. This is the end-to-end solution you need to ensure quality and accuracy, and prevent unauthorized changes, across multiple locations. Path is our enterprise level solution designed for financial institutions and mortgage bankers. This cloud-based, fully configurable, data-driven, and role-based system features built-in compliance that gives you the insights and capabilities you need for seamless, effective operations. Zenly is our newest cloud-based solution that is designed for the busy loan originator. It is a mortgage platform and a point of sale all in one. Zenly includes the tools you need to unlock better customer relationships, grow your business, and decrease time to close! Lastly, Zip is our point of sale solution that can be integrated with any of our products or used in conjunction with another software.

Seller

Path Software

Discussions

Calyx Community

Languages Supported

English

Product Description

Calyx has features, forms, and reporst that you need to manage your business with state ang fedral government forms, integration with lenders, vendors, Fannie Mae, and Freddie Mac, marketing tools, and more.

Overview by

Misty Kimball

Calyx Media

Loan Pipeline View

Loan Pipeline View

Participating Wholesalers

Pipeline View

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Verified User in Financial Services

Small-Business (50 or fewer emp.)

4/23/2020

"Calyx makes the loan process go smoothly and has some great features."

4/5

What do you like best about Calyx?

The ability to have all our loan information in one central location and have the data stored on a secure platform. Review collected by and hosted on G2.com.

What do you dislike about Calyx?

They have tons of video tutorials, but they could use more detailed user manuals. They need to have instructions for running reports and also have the instructions include what field each piece of data is being pulled from. Review collected by and hosted on G2.com.

Recommendations to others considering Calyx:

Watch the video tutorials online to see all that point can do for your company. Review collected by and hosted on G2.com.

What problems is Calyx solving and how is that benefiting you?

We are able to enter loan information into one place and run detailed reports to manage our pipeline. We are able to store specific detailed loan information in one secure platform. Review collected by and hosted on G2.com.

Samear K.

Loan Officer Assistant

Mid-Market (51-1000 emp.)

10/13/2022

"Calyx gets the job done!"

4/5

What do you like best about Calyx?

I enjoyed the platform's customizability and your ability to integrate or manipulate fields on demand. There was plenty of room to make changes and/or updates through the LOS. Review collected by and hosted on G2.com.

What do you dislike about Calyx?

Some of the integrations that took place were not properly mapped and could have been fixed but it created a lot more manual work to forms and disclosures that could have been automated better. Review collected by and hosted on G2.com.

Alysson B.

Controller

Mid-Market (51-1000 emp.)

9/30/2021

"Solid management system, good for brokers"

3.5/5

What do you like best about Calyx?

Point is a solid and robust program that isn't as complicated to use as some of the other systems out there. If you are a mortgage broker this is a fantastic program. There is plenty of back end programming available to customize this program to your workflow, but intuitive enough for openers, processors, LOs, closers etc to navigate once they learn their way around a little. Review collected by and hosted on G2.com.

What do you dislike about Calyx?

We found that we needed more when we switched to a retail banking channel. For a broker channel this was an ideal solution for us. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

11/14/2021

"CALYX LOS"

5/5

What do you like best about Calyx?

Ease of use with mortgage loan origination and processing Review collected by and hosted on G2.com.

What do you dislike about Calyx?

Some of the forms did not populate other forms properly Review collected by and hosted on G2.com.

Steve M.

Loan Officer

Small-Business (50 or fewer emp.)

4/10/2019

"Hello 2004"

1.5/5

What do you like best about Calyx?

Once you get the hang of this clunky, outdated interface, it can be used to originate loans. Review collected by and hosted on G2.com.

What do you dislike about Calyx?

It’s Windows-only, so hope you don’t prefer Mac. It’s clunky, and the interface looks like it hasn’t been updated since 2004. It’s also not that intuitive; there’s a steep learning curve. Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

7/9/2019

"It breaks it down."

4/5

What do you like best about Calyx?

I like that all the pages are broken down in the way that you would go about an application. It is also customizable. You can create your own flow according to your position and needs. Review collected by and hosted on G2.com.

What do you dislike about Calyx?

I wish it intergrated with other systems so that other portals weren’t needed. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

6/27/2019

"Excellent software "

5/5

What do you like best about Calyx?

I like the simplicity best it is very easy to navigate and makes taking a 1003 a breeze. Review collected by and hosted on G2.com.

What do you dislike about Calyx?

The only thing I’ve noticed that I don’t like is if you change the product and select

A different product it will erase your taxes and insurance from your proposed payment. Review collected by and hosted on G2.com.

Verified User in Real Estate

Mid-Market (51-1000 emp.)

8/21/2019

"Needs to get updated, still runs like dos"

2.5/5

What do you like best about Calyx?

Easy to understand and to navigate through tabs Review collected by and hosted on G2.com.

What do you dislike about Calyx?

Needs to have a better integration and appeal Review collected by and hosted on G2.com.

Alfredo C.

Small-Business (50 or fewer emp.)

8/14/2018

"Calyx Point User for Loan Estimates"

5/5

What do you like best about Calyx?

I really like how detail you can be with the software and customizable. Review collected by and hosted on G2.com.

What do you dislike about Calyx?

It's not an easy program to use and very daunting at first. Sadly free training is not included only paid training is. Review collected by and hosted on G2.com.

Recommendations to others considering Calyx:

Works really well for Loan Estimates which is what I used it for. The initial setting up of the entire program is what sucks but once you've set it all up, added your custom sheets, and templates. Things begin to work smoothly. Review collected by and hosted on G2.com.

What problems is Calyx solving and how is that benefiting you?

Home Purchase, Refinances, and Investment Homes Review collected by and hosted on G2.com.

Seth R.

Owner

Small-Business (50 or fewer emp.)

1/1/2019

"LOS review"

2.5/5

What do you like best about Calyx?

Data retention and report generation. The ability to input submit track and review loans from any device Review collected by and hosted on G2.com.

What do you dislike about Calyx?

Not the strongest one I ever used. Although I have worked aroud any glitches, there clearly are some problems Review collected by and hosted on G2.com.