Free Live Webinars

We offer free live webinars throughout the year covering topics that are most important to the success of your business.
No matter where you are, you can take advantage of this excellent on-line learning opportunity from the comfort of your own office.

Bookmark this page and check back often to take advantage of these free education opportunities.

Calyx Professional Services Training Opportunities

Invest just 30 minutes to advance your business today. Each opportunity below is designed for maximum impact: 20 minutes of training; 10 minutes of QA. Reference materials are provided after the webinar. If you only have 20 minutes a week for training, spend it here.

  Zip Setup and Training
Aug 14, 2018 11:00 am    /   Aug 28, 2018 11:00 am

If 76% of your prospective borrowers starting your online application submit the app, would your business be stronger?
Good news!! You already have the technology for the highest submission rate in the industry at your fingertips, Zip.

Let us help you get started with Zip in this upcoming webinar. Together, we will:

  • Complete your set up (prepare the items you will need )
  • Walk through downloading  files from Zip
  • Demonstrate how to use:
    • INK-it for electronic signatures
    • NEW Document Request

Do you want your borrowers to securely send pictures of docs to you using their cell phone? We will show you how!

Note: You will need your Zip login information to set up your Zip URL during the webinar. If you do not have your login information, please email

  Use Doc Request for Free!
Friday, Aug 17 11:00 am - 11:30 am

Be mobile and millennial-friendly! Your borrowers can now upload loan documents directly from their mobile devices! Learn more about this amazing mobile and millennial-friendly feature tomorrow.
We will cover: 

• Using Document Request for the originator 
• The borrower experience 
• Importing documents into Point 
• Zip Overview 

  Zip - Dynamic Borrower Loan Interview
Friday Aug 10 3:00 pm - 3:30 pm    /   Thursday Aug 16 11:00 am - 11:30 am

If you are looking for an innovative solution to transform your borrower experience and reduce time spent on filling out applications and chasing documents, join us for this webinar. We will demonstrate the functionalities of our newest FinTech solution, Zip. Zip is the most affordable, easy-to-use loan interview, conveniently accessible to borrowers via your personalized URL. 

You will learn how to: 

• Showcase your brand via your personalized URL 
• Enable the Spanish language option for borrower questions 
• Promote your URL to borrowers 
• Receive borrower submissions and easily push through to Point 
• E-sign documents directly from Zip 
• … and more!

  CRM + PointCentral = Maximum Productivity
Wed, Aug 22, 2018 11:00 am - 12:00 pm

Is a customer relationship management (CRM) system at the top of your wish list? Every efficient mortgage business needs a CRM to manage the company’s relationships and interactions with customers and prospects while eliminating many of the most time-consuming tasks.

In this webinar, our integrated partners, focusIT and Insellerate, will explain the purpose and benefits of having a CRM and provide brief demos of their respective CRM solutions. If you’re interested in growing your business while saving hundreds of hours per year you won’t want to miss this session.

Learn about:

  • Lead management tools
  • Marketing and communication automation
  • Loan status alerts
  • Creation of custom pipelines
  • Intelligent task management

Help all your originators match the productivity of your top performer with CRM integrations with PointCentral. Register today!

Recent Webinars

  HMDA Updates and Point 9.7 Overview
We are excited to announce Point® Version 9.7 will be released in December. Updates made in this release reduce data entry points on the HMDA screen and refine data collection required for Uniform Closing Dataset (UCD) and Home Mortgage Disclosure Act (HMDA) export to be in concert with the MISMO 2.6 standard.

The live overview webinars will include focus on HMDA and include:

  • Default Input for LEI
  • Navigating the HMDA 2018 screen
  • Updates to Geocoding
  • Using the ULI and LEI in Point
  • Considerations for Business Rules
  • Addition of  “Include in UCD” box to Automated Underwriting section
  • Printing Written List of Service Providers without Fees
  Prequalify and Close More Loans
If you would like to prequalify difficult borrowers you may have turned away due to low FICO scores, bankruptcy, foreclosure or short sale, join us for this webinar.

Topics covered include:

  • Gain instant, free access to agency and non-agency options to help you determine the right product to fit your borrower, right from your Point file
  • Access products and pricing from lenders without signup, cost, or loan submission
  • Work with self-employed borrowers and use alternative forms of documentation
  • Expand your product offerings with interest-only options, investment properties, non-warrantable condos, and section 184 loans
  Gain Efficiency with The Work Number for Day 1 Certainty inside Point
The mortgage industry is focused on tighter lending standards, new regulations and creating compliant efficiencies to improve the borrower experience and loan quality. For lenders, this can mean changing processes to add protection for their organizations while remaining focused on providing excellent customer service to the borrower.

Learn more about how the Point integration with The Work Number® from Equifax® can enable Day 1 Certainty™ to help achieve your goals.

The webinar will cover:

  • What is Day 1 Certainty and how does it work?
  • Challenges and Benefits for Lenders and Consumers
  • Implementation Tips
  New HMDA Requirements & How to Execute in Point
Industry wide, HMDA preparations are in full swing. Donald Lampe, Partner at Morrison & Foerster LLP, and Calyx Professional Services Group will present the New HMDA Requirements & How to Execute in Point webinar. Join us for information about:
  • Recent Updates
  • Fair Lending Implications
  • Universal Loan Identifier (ULI) and Legal Entity Identifier (LEI)
  • Execution in Point
  Uniform Closing Data in Point
Do you need more information on submitting Uniform Closing Dataset (UCD) to Fannie and Freddie?
Easily access our recorded webinar and resources containing information on the following:
  • Preparing a loan file for UCD
  • Exporting data to UCD
  • Resolving common error messages
  • Q & A with Fannie Mae
  Calyx + QuestSoft = Your Partners in HMDA Compliance
Recently, we held two webinars covering HMDA data entry and using QuestSoft for reporting.
Topics covered included:
  • The new HMDA data fields you will be required to collect and report
  • Recommendations for improving data integrity within your company
  • The types of loans that have to be reported
  • A timeline of the changes and how to prepare in advance
  • Products that will help you test, train and prepare
  Improve Borrower Experience with Freddie Mac Loans
If you would like to close loans with Freddie Mac 7-10 days faster while providing your borrowers considerable savings,
join us for a quick, 30-minute webinar (including Q&A).
  • What are Loan Product Advisor (LPA) and Automated Collateral Evaluation (ACE)?
  • Learn to quickly determine eligibility for ACE for short loan cycles and borrower savings
  • See how to access LPA in Point

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