SUPPORT & TRAINING
The market leader.
According to a 2010 study conducted by Access Mortgage Research & Consulting, 72.5% of mortgage brokers reported using Calyx Point as their preferred loan origination platform. A market leader for mortgage lenders as well, Calyx proudly supports 36% of community banks, credit unions, and mortgage bankers with Point and PointCentral products.
Set Your Business Up For Future Success.
Calyx offers a full range of professional services, based on our proven implementation methodology, to help you maximize the value of Calyx software in your environment. Calyx Professional Services enables efficient and rapid deployment of Calyx software and provides proactive consultative support for configuration, deployment and optimization. These services are delivered by using a combination of proven tools, technical experts, best practices and support knowledge.
Professional Services works with organizations to understand their unique business needs. We help build, support and maintain the infrastructure that businesses rely on to compete
Here's a sample of what we can do to assist you:
- Increase productivity by setting up your PointCentral custom forms and rules management
- Take control of compliance issues with zero tolerance fields, set up proper permissions for user groups, audit trails and upgrade policies
- Boost effectiveness by deploying PointCentral in a multi-branch environment
- Plan for the future by developing and maintaining multiple template sets for centralized control and rapid download to all clients
- Enhance users' productivity by educating them on how to make the most of PointCentral, allowing for a smoother and faster workflow
- Decrease cost with hands-on instruction and education, allowing you to speed up orientation and implementation time
- Expand possibilities and achieve results through a well designed and efficient assistance migrating data from Calyx Point or other legacy systems into PointCentral
These types of engagements involve expert-level consulting from our experienced senior staff. We custom fit our analysis to your business including on-site consultation as well as an on-line offering to ensure that you get the most out of your Calyx investment.
Call 800-362-2599 to set your business up for future success!
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.