Calyx Point

Open a new file, pick a program template, and start borrower intake in minutes. Calyx Point lets you capture lead details early—income, assets, property goals—and save them to reuse when the client is ready. Build your fee worksheet from predefined templates so your estimates are consistent across the team and your settlement charges stay predictable. Assign a processor, set target dates, and move the file through custom stages that match how your shop works. Every change is logged, so you always know who updated what and when.

Order data services without leaving the file. Pull credit, request asset verification, and run pricing to see eligible products side by side. Compare options and send a clear summary so the borrower can choose confidently. Generate pre-approvals with lender and property parameters, or turn on co-branded formats for agent partners. Once the structure is set, produce the initial disclosure set and route it for e-sign in a single batch. Calyx Point keeps fee items tied to your templates, helping you avoid last‑minute recalculations and re-disclosures.

Collect documents and clear conditions with fewer emails. Request uploads through the borrower portal, track what’s received, and nudge clients with automated reminders. Use tasks to assign items to teammates, lock a stage when complete, and keep everyone accountable with an audit trail. Chat within the file to resolve questions quickly, attach screenshots, and keep context in one place. Run compliance checks as you go so issues surface before submission. Work on desktop or mobile to approve e-signs, review conditions, or update status from anywhere.

Keep referral partners engaged and your pipeline full with built-in marketing tools. Generate loan comparisons that are easy to share, make open house flyers in minutes, and issue clean pre-approval letters on demand. Track conversion, see which files are stuck, and adjust workloads with real-time pipeline views. At closing, finalize disclosures, capture signatures, and archive the complete record for audits and post-close reviews. If you need help, tap into mortgage specialists who can advise on setup and best practices to tighten your process and close more loans with less effort.