Posted By
Reetika Chandra
on
19. September 2013 22:24
Mortgage businesses perform a range of business operations that can be enhanced with technology, from loan marketing, prequalification, and loan processing. Calyx Point, a leading mortgage software package, has functions to simplify these operations, but many mortgage businesses are reluctant to integrate the software.

The reason for reluctance to integrate is because many software packages, like Calyx, are too not suited to fit unique business needs out-of-the-box. While software is created to meet general needs, vendors like AllianceTek understand that each businesses has their own procedures and requirements that demand a customized solution.
Calyx Point has recently launched an SDK for integrating more BI systems in PointCentral. While PointCentral has robust built-in functionalities to streamline the mortgage and loan process, a mortgage company may have unique requirements that Calyx Point does not fulfill.
Calyx Point Integration for Robust BI Solutions
AllianceTek offers customized Calyx Point integration for mortgage companies who feel confined by the general functionalities of out-of-the-box Calyx Point. Calyx Point integration is achieved by using the API provided by Calyx Point and setting it up with a server that retrieves required data. This system opens up several possible enhancements:
- Business Intelligence Dashboards – Calyx Point alone does not refresh the list of borrowers and prospect files when run, but a BI Dashboard will automatically sync Calyx borrower files.
- Custom Reports – Unique reports created using Calyx Point Data.
- Web-Based and Mobile-Based Interface – A complete collaboration interface is possible, and enables efficient collaboration with borrowers.
- New Interface – If the existing Calyx interface is not meeting the specific needs of a business, a completely new user interface can be designed.
- Cloud Computing – Moving to cloud computing can offer greater accessibility, allowing business information to be available on the go, at anytime, from anywhere.
- Automatic Compliance Standards – The platform can be installed to automatically manage compliance standards of the mortgage industry.
- Top-Up Solution – A top-up solution for brokers can benefit them by proficiently managing the document intake process, underwriting process, loan pipeline, and title management.
Custom Calyx Point Solutions Provided by AllianceTek
In addition to these custom functionalities, AlianceTek offers a top-up solution that works in sync with Calyx Point Central. This allows for unique customization without changing the system. These management features, developed by AllianceTek, give companies powerful tools for: checking expiration dates of documents during loan processing, credit checking, managing effective turnaround time, and calculating the loan processing time based on the turnaround time of the affiliates.
AllianceTek also offers a web-based interface which enables mortgage businesses to gain more insight into their current loan files as well as refine their business processes. This web-based interface includes the following features:
- Loan applications management – Effectively manages and tracks requested dates and targeted completion dates of all major loan processing.
- Document management – Dynamically generates a document checklist to track the details of documents received and requested.
- Alerting system – Manages loan processing with intelligent alerts, highlights tasks, and manages a to-do list.
- Tracking – Tracks history of all data entered, updated, or deleted. Creates field level notes.
- Track Client Communication – Keeps track of detailed client communication linked to a loan.
- Complete Control on the Loan Processing Process – Systematically and efficiently manages the entire loan process.
Overall, the added functionality of Calyx Point with these customized features allows for tailor-made solution that fits the unique procedures and requirements of any mortgage business.
Call us at 484-892-5713 or Contact Us today to learn how your business can leverage Calyx Point to improve business operations.