Company Research Report: Calyx Software

Company Overview

Name: Calyx Software

Mission: To revolutionize the mortgage technology landscape by providing cutting-edge, cloud-based mortgage technology solutions that drive business expansion and set new benchmarks in the industry.

Founded: No information is available

Founded By: No information is available

Key People:

Joy Ziminskas - Director of Sales & Business Development

Alvin Claiborne - Director of Interface Development

Steven Garcia - Director of Mortgage Business Group

Jody Wire - Director of Professional Services Group

Headquarters: Dallas, TX

Number of Employees: No information is available

Revenue: No information is available

What is the Company Known For: Calyx Software is known for its long history as a pioneer in mortgage technology and for offering state-of-the-art solutions like Path LOS, which streamline the loan process for mortgage lenders of all sizes.

Products

Path LOS

Product Description: Path LOS is a cloud-based Loan Origination System (LOS) designed to modernize mortgage businesses by leveraging data-driven strategies, customizable workflows, and scalable technology.

Key Features:

Secure Cloud-Based: Work from anywhere, anytime, on any device.

Advanced API: Access a wealth of data using Path’s robust API.

Color-Coded Pipeline: Streamline loan management with color-coded alerts.

Data-Driven Technology: Revolutionize workflow with cutting-edge data-driven technology.

Agile Compliance: Simplified compliance with audit trails, fee history tracking, and rules engine capabilities.

Built-in POS: Customized, mobile-responsive, and secure client portal for the collection of loan applications.

Tailored Solutions: Flexible options, automation, and integrated tools for reliable performance.

Path Enterprise

Product Description: Path Enterprise is an end-to-end, enterprise-level, cloud-based LOS designed for maximum efficiency and scalability.

Key Features:

Desk & Cabinet Pipeline: Shows actions needed for each loan, automatically moving them to the next stage.

Screen Access by Department: Users only see screens relevant to them.

Send/Assign Workflow: Enables simultaneous work by multiple departments.

Powerful POS: Dynamic, mobile-friendly point-of-sale system.

Proactive Compliance: Automated compliance alerts and tracking.

Path Direct

Product Description: Path Direct is an end-to-end LOS designed specifically for lenders, credit unions, community banks, and brokers, ready to start working from the moment of purchase.

Key Features:

Pre-Configurations: Configured from day one with roles for Loan Originator, Operations, and Underwriter.

Real-time Borrower Notifications: Keeps borrowers updated in real-time.

Straightforward Pricing: No long-term contracts.

Quick Implementation: Fully functional within 2 to 4 weeks.

Built-in POS: Cloud-based, device-independent solution.

Point

Product Description: Point provides an end-to-end, complete loan origination experience tailored for mortgage brokers, covering the origination process from initial application to closing.

Key Features:

Templates: Standardizes borrower files, loan programs, and closing costs.

Integrated Vendor Partners: Over 200 partnered vendors for credit reporting, appraisal, and compliance services.

Simplified Document Management: Enhanced document management and eSign functionalities.

Zenly

Product Description: Zenly is a cloud-based loan origination platform designed for mortgage brokers that includes tools needed to complete a full mortgage application.

Key Features:

Mobile-Friendly POS: Capture borrowers in real-time with an integrated, mobile-friendly point-of-sale system.

Document Management: Camera capture and easy upload of required documents.

Lead Management: Efficiently manage and convert leads into loan applications.

Simplified User Interface: Intuitive design for ease of use by loan officers.

Recent Developments

New Products and Features

Path Direct: Introduced Path Direct, an end-to-end loan origination system designed for rapid implementation.

Integration with Mortech and Insellerate: New integrations announced to enhance the ecosystem.

New Partnerships

Bonzo: Enhanced CRM and automated marketing capabilities through partnership.

PPDocs: Streamlined mortgage document preparation through a strategic partnership.

LodeStar Software Solutions: Integrated for more efficient loan origination processes.

Land Gorilla: Integration to enhance construction lending capabilities.

Client Testimonials

Clients have praised Path for its continuous uptime, seamless LOS-CRM connection, configurability, and rapid implementation.

Path has been noted for its ability to adapt to customer needs and streamline mortgage processes.

Highlighted for superior customer service and responsive technical support.

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