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Ratings and Reviews 23 Ratings
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What is Calyx PointCentral?
Integrate your essential administrative oversight with critical security protocols to optimize your operations. PointCentral offers a cohesive and centralized database that empowers your team to collaborate on various facets of a single document while maintaining data integrity. With both standard and customizable compliance frameworks, you can easily meet federal regulations. Team members can retrieve centralized files and templates from virtually any location, promoting smooth teamwork. The system guarantees file integrity, even when multiple users engage with the same documents simultaneously. We offer two outstanding hosting solutions for PointCentral, enabling you to customize flexible and detailed rules that correspond with your organizational practices and workflows. Access permissions can be adjusted for different locations, users, and roles, significantly minimizing the risk of errors through tailored trigger alerts and compliance measures. This setup not only enhances loan quality but also prevents unauthorized changes across multiple sites. Automatic file synchronization ensures that documents are secured on the server during download and are deleted from users' local devices upon upload, creating a secure and efficient data management environment. By adopting this all-encompassing strategy, you not only streamline your operations but also strengthen your data security against potential threats, further enhancing your organizational resilience.
What is BNTouch Mortgage CRM?
BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers.
Key features include:
- Automated SMS and email marketing campaigns
- Efficient lead distribution and management
- Over 35 unique mortgage tools
- A digital 1003 application
- Ready-to-use marketing collateral
- Tailored video marketing solutions
- Curated content for social media platforms
- Integration capabilities with LOS, Outlook, Zapier, and more
- Plus many additional features
Don't hesitate to reach out to us today!
Integrations Supported
Calyx Point
Agent Legend
BoldLeads
Encompass
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
OSE
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
$69
We've got packages for individual loan officers, mortgage offices of full mortgage corporations. Price breaks for more users.
Supported Platforms
SaaS
Supported Platforms
SaaS
iPhone
iPad
Windows
Mac
Linux
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Calyx
Date Founded
1991
Company Location
United States
Company Website
www.calyxsoftware.com/products/point/point-central
Company Facts
Organization Name
BNTouch Mortgage CRM
Date Founded
2004
Company Location
United States
Company Website
bntouch.com
Categories and Features
Loan Servicing
Not specified
Mortgage and Loans
Not specified
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing
A/B Testing
Auto-Responders
Customer Surveys
Drip Campaigns
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Loan Servicing
Loan Processing
Mortgage and Loans
Client Database
Commercial Mortgages
Contact Management
Document Management
Electronic Applications
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Sales Tracking
Not specified