Do you need a 360-degree view of your business?
Do your people work remotely and/or require access to loan files that currently reside in multiple offices?
Do your managers need to generate reports that provide insights on your business as a whole?
Do you require faster access to your data when searching for loan files or running reports?
Do you have templates that your loan officers and processors must use?
If so, then Calyx Point Data Server is right for you.
Calyx Point Data Server 6.1 is the convenient, secure way to share Point files across your organization. Loan data, templates, and Cardex data are stored on a central server, making Point files accessible from any location—even while you're on the road. With its extraordinary performance and speed, Point Data Server enables loan officers and processors to instantly search, open, edit, and save loan files on the central server—right from their Point desktop via an Internet connection. You can even generate management reports that include information from different offices, providing a consolidated view of your entire pipeline.
See how Point Data Server can work for you by requesting a live demo. Register now.
With Point Data Server 6.1, file access is centrally administered, providing a superior level of control over loan data and templates. Each user's access rights to any data folder or template can be granted, modified, or revoked—centrally. If your organization has several users who have similar access needs, you can create user groups to make administration more efficient and manageable. Using Point, users can change passwords at any time, without affecting the access rights they've been granted. Point Data Server combines the control that your organization needs with the speed and flexibility that loan officers and processors demand.
Local Data Folder Control
Centralized Loan Data
Automatic File Synchronization
Centralized Loan Templates
Centralized Cardex Databases
Centralized Reporting
Unparalleled Security
Transparent to Point Users
Lightning-Fast Performance
Banker Screen Data
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From comprehensive guides that are easy to use to a knowledgeable voice at the other end of the phone, Calyx Software offers a number of ways for you to get help with Point Data Server.
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Let the experienced team of trainers from Calyx Software help you get the most out of your Point software. Whether you're a new user or you already know the basics, Calyx offers a training class that's right for you.
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