The market leader.
According to a 2006 study conducted by Wholesale Access, 67.9% of mortgage brokers and direct lenders use Point, a figure greater than all other mortgage automation applications combined.
Set your business up for success.
It's not just about getting the right software anymore, it's critical that your software is set-up correctly to optimize your business efficiency and profitability. Calyx Software has the seasoned professionals to help you do just that though our new Professional Services offering. Through this new offering, you can meet with experienced consultants about a variety of topics—from IT configuration to organizing your business processes.
Not sure how Professional Services can help you? Here's just a few of our specialties:
- Assistance with specifying hardware and software for your PointCentral deployment
- Migrating data from Calyx Point or other legacy systems into PointCentral
- Efficiently deploying PointCentral in a multi-branch environment
- Setting up Business Rules and organizing business processes
- Developing and maintaining multiple template sets for centralized control and rapid download to all clients
- Setting up your PointCentral custom forms and management reports
- Designating the appropriate software upgrade policy with a particular emphasis on helping your company stay in compliance with all state and federal laws.
We offer customized on-site consultation as well as an on-line offering when that's more appropriate to your specific needs. Call 800-362-2599 to share your needs list and we'll figure out the best way to help you and your business move forward!
Professional Services/Consultation Cancellation Policy.
We understand that occasionally a client may need to cancel or change a private consultation that is already scheduled and paid for.
On-site consult:
- I week or more in advance:
- Client may re-schedule with the understanding that they will likely incur additional travel fees (we book the most affordable fares/fees with the client in mind; those fares are often non-refundable and require sizable change fees).
- Client may cancel with no re-schedule and Calyx will refund 75% of the consult fee.
- Less than one week in advance – 24 hours in advance:
- Client may re-schedule with the understanding that they will likely incur additional travel fees (we book the most affordable fares/fees with the client in mind; those fares are often non-refundable and require sizable change fees).
- Client may cancel with no re-schedule and Calyx will refund 75% of the consult fee.
- Less than 24 hours in advance/consultant has already arrived:
- Client may re-schedule, again with the understanding that they will likely incur additional travel fees.
- With no re-schedule, client forfeits the consult fee and all other invoiced expenses
- (Consultant will have the option of either staying in the city and returning as ticketed or paying the change fee and returning whenever they choose)
We understand that occasionally a client may need to cancel or change a private consultation that is already scheduled and paid for.
On-line consult:
- 1 week or more in advance:
- Client may re-schedule based on availability of consultant.
- Client may cancel with no re-schedule and Calyx will refund 75% of the consult fee.
- Less than 1 week-24 hours in advance:
- Client may re-schedule based on availability of consultant.
- With no re-schedule, Calyx will refund 50% of the consult fee.
- Less than 24 hours in advance:
- Client may re-schedule based on availability of consultant.
- With no re-schedule, client forfeits the entire consult fee.