Whether you're a new user or you already know the basics, Calyx offers a training class that's right for you.
3500 Maple Ave, Suite 500
Dallas, TX 75219
P: 800-362-2599 (toll free)
Let the experienced team of trainers from Calyx Software help you get the most out of your Point software, with multiple 90-minute online seminars that provide step-by-step instruction on a specific feature or function in Point, free of charge. Each seminar uses the GoToMeeting™ or GoToWebinar™ format combining the benefits of live, interactive instruction with the convenience of learning from your desktop. Whether you're a new user or you already know the basics, Calyx offers a training class that's right for you. If your firm has a large number of Point users and you are interested in a private training session, please contact Calyx Training for pricing and scheduling information.
Online Classes are free and available at a first-come-first-serve basis. Check out what's available now!
All Classes | display info
Learn more to close loans faster
The majority of our online training classes are 90-minute sessions that provide step-by-step instruction on a specific feature or function in Point. This format combines the benefits of live, interactive instruction with the convenience of learning from your desk.
New! Advanced Business Rules for PointCentral | display info
Learn more about using rules in PointCentral. "Using Business Rules in PointCentral" class is a prerequisite.
This class will provide users of PointCentral 7.6 with more tools and information on the most effective way to manage work flow, ensure compliance and security for loan files. Additionally, a review of the most recently added rules conditions will be covered.
Building Templates | display info
Learn how to create the templates your business needs!
Brokers and bankers alike will enjoy increased efficiencies and decreased repetitive data entry when you complete this class! In the class you'll create templates that allow you to build accurate loan files quickly, while ensuring that critical common data elements are applied to every file.
Fees Worksheet | display info
Learn more about the new Fees Worksheet.
Brief overview of the new and improved Fees Worksheet in Point 7.3. Learn how to navigate the new Fees Worksheet and how the fees populate Good Faith Estimate.
Getting Started in Point | display info
Learn the tips and tools to using Point effectively.
Designed for the Point beginner, or the experienced user who wants to expand their knowledge about how to put Point to work for you! Strongly recommended as a pre-requisite for all other Calyx training.
Marketing and Custom Forms | display info
Learn how to use Point marketing tools to enhance your company's image.
Efficiently manage your contacts and use Point marketing tools to enhance your company's image. Designed for loan originators and processors who want to get the most out of the marketing tools in Point, this class teaches you how to create customized flyers that promote loan programs and properties.
Optimizing Pipeline Reports in Point | display info
Learn more about designing and viewing Reports.
Manage your department, your pipeline and your business more efficiently with the robust reports you can build in Point. Once the report is built, it can be viewed in different formats for easy analysis and quick reaction.
Originating & Processing | display info
Originating and Processing loans in Point has never been easier.
If you're a processor or originator, you are not alone in today's multi-tasking world. Point will help you become more efficient than ever. You will be able to keep everyone who "touches" your loan informed and up-to-date with the time savers you learn in this class.
PointCentral Admin — Basic | display info
Get the basics of PointCentral
For the Mortgage Professional with a new PointCentral installation – a brief but comprehensive overview of your new "electronic office manager." Once your IT department has completed the installation, you're ready to learn!
PointCentral Admin — Advanced | display info
Get more out of PointCentral!
For the Mortgage Professional who has completed PointCentral Admin – Basic and is now ready to establish streamlined work flow, policies and procedures; set up & implement enhanced security; and optimize other system administrative functions.
PointCentral For IT | display info
See PointCentral from an IT perspective.
A four-hour overview of PointCentral from the IT perspective. This class covers not only installation and deployment, but also a myriad of tips and tricks from an experienced Point user who is also a Microsoft-certified IT consultant.
Underwriting Loans in Point | display info
Learn more about underwritting in Point.
Underwriting in Point offers a broad overview of the basic forms as well as a more in-depth exploration of the Banker Screens and recommended reports for Underwriters.
Using Business Rules in PointCentral | display info
Discover the power of business rules.
For new and experienced users of PointCentral who want a more effective way to manage work flow and ensure compliance and security for your loan files.