Calyx Software Announces Agenda for National User Conference

DALLAS, August 15, 2017  Calyx Software®, a leading provider of comprehensive mortgage software solutions for banks, credit unions, mortgage bankers, wholesale and correspondent lenders and brokers, announced today its agenda for CalyxVision™ 18, the company’s second national user conference. The event will be held February 11-14, 2018 at the Hilton San Francisco Union Square.

The agenda and session descriptions are available online at Here’s a preview of what attendees can look forward to:

  • Keynote address from Jason Dorsey, the Millennial/Gen Z expert, who will discuss the importance of understanding and knowing how to influence these two generations to drive measurable results, more sales, better leaders and faster innovation. Dorsey has been featured on 60 Minutes, 20/20, The Today Show and more than 100 television interviews. His latest best-seller, Y-Size Your Business, examines how to solve some of the biggest challenges within a multi-generational workforce.
  • Keynote address from Brent Gleeson, Navy SEAL combat veteran with multiple tours to Iraq and Africa. Upon leaving SEAL Team 5, Gleeson turned his discipline and battlefield lessons to the world of business and has become an accomplished entrepreneur, writer and acclaimed speaker on topics ranging from leadership to building high-performance teams.
  • More than 16 hours of advanced, hands-on Calyx® software training, including HMDA and URLA execution, how to convert to a paperless environment, tips to increase efficiencies in Point®, marketing communications and advanced reporting, customizations in Point, specialty loan processing, and how to create a full-featured borrower website using WebCaster® and INK-it®.
  • More than 20 hours of industry sessions focused on understanding HMDA and Fair Lending, the Fintech revolution and digital mortgages, the HELOC opportunity, the future of industry regulations, updates from Fannie Mae and Freddie Mac, and how to recruit and retain millennials.

“Due to the mortgage industry evolving at an unprecedented rate, it is important, now more than ever, for lenders and brokers to stay up-to-date on regulations, trends, and technology to maintain a competitive edge and remain compliant,” said Bob Dougherty, Vice President of Business Development at Calyx Software. “The CalyxVision conference agenda was designed with this in mind. Our program provides our attendees with the comprehensive education they need - allowing them to adapt quickly and easily to the changing market and take their businesses to the next level of success.”

An early bird discount will be offered through October 1, 2017. Groups of five or more will receive an additional discount.

About Calyx Software

Calyx Software is an established provider of compliant mortgage software solutions used by banks, credit unions, mortgage lenders, and brokerages nationwide. The company’s easy-to-use technology, including its borrower interview platform, loan origination systems, and secure electronic signature software, is designed to streamline, integrate and optimize all phases of the loan process for customers of various sizes, workflows, channels and complexities. Combined with its extensive network of vendor partners, Calyx products deliver a true digital mortgage solution that maximizes profitability and enhances the customer experience. 

For more information, call (800) 362-2599 or visit

For press inquiries, please contact:
Campbell Lewis Communications

Jessica Ruiz-Krout 

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