List of Calyx Point LOS Customers
Calyx Technology
6475 Camden Ave., Suite 207,
San Jose, 95120, CA,
United States
San Jose, 95120, CA,
United States
1 408-997-5525
Professional Services
240
$33M
Since 2010, our global team of researchers has been studying Calyx Point LOS customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Calyx Point LOS for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Calyx Point LOS for Loan Management include: Compass Mortgage, a United States based Banking and Financial Services organisation with 350 employees and revenues of $36.0 million, North Dallas Bank and Trust, a United States based Banking and Financial Services organisation with 157 employees and revenues of $32.0 million, Acre Mortgage & Financial, Inc, a United States based Banking and Financial Services organisation with 150 employees and revenues of $15.0 million, Community Credit Union, a United States based Banking and Financial Services organisation with 30 employees and revenues of $6.0 million, American Heritage Capital, a United States based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Calyx Point LOS, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Calyx Point LOS customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Acre Mortgage & Financial, Inc | Banking and Financial Services | 150 | $15M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2011 | n/a |
In 2011, Acre Mortgage & Financial, Inc implemented Calyx Point LOS for Loan Management to support its loan brokering and processing functions. The deployment targeted contract specialists and processing staff and formalized application intake through closing workflows. Implementation scope explicitly covered ordering title and appraisal services, requesting surveys and insurance, and tracking pay off amounts as part of end to end loan file management.
Calyx Point LOS was configured to manage application processing, loan file documentation, vendor ordering for title and appraisal, payoff amount records, and appointment scheduling used by staff with Microsoft Office Suite Professional skills. Functional capabilities emphasized data entry, document generation for lender friendly submissions, and detailed processing checkpoints through brokering phases. The configuration aligned with common Loan Management workflows such as origination intake, vendor order orchestration, and closing coordination.
Rollout and governance centered on training contract specialists on Calyx Point LOS workflows, data entry standards, and procedural controls for document and payoff requests. Operational coverage included mortgage brokering, loan processing, and associated administrative functions within Acre Mortgage & Financial, Inc. Governance practices reinforced consistent lender friendly packaging and adherence to the documented processing sequence for each loan file.
|
 |
American Heritage Capital | Banking and Financial Services | 20 | $2M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2011 | n/a |
In 2011 American Heritage Capital implemented Calyx Point LOS as its Loan Management application within the Irving, Texas loan operations. The deployment centered on loan origination and document lifecycle handling for a small, centralized lending team.
Calyx Point LOS was used to establish and maintain document tracking and management, to record and update incoming documents, and to manage loan origination workflows and exception handling. Functional capabilities described include review of loans in process for accuracy and compliance, appraisal condition management and clearance, calculation and verification of income, assets and liabilities, and final document verification for closing and clearing conditions.
Operational coverage was the loan processing function at American Heritage Capital, with activities documented from January 2011 to August 2013, and business functions impacted included loan processing, underwriting coordination, appraisal coordination, and closing administration. No explicit third party integrations are listed in the source notes, the implementation signals focus on capabilities delivered within Calyx Point LOS for document management and condition tracking.
Governance practices embedded in Calyx Point LOS usage included routine record maintenance, systematic updating of the system to reflect newly added documents, adherence reviews for policies, laws and guidelines, and coordinated communications with loan officers, underwriters, and appraisal vendors. The source notes explicitly state the establishment of a good, sound and secure document tracking and management system through Calyx Point LOS.
|
 |
Community Credit Union | Banking and Financial Services | 30 | $6M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2017 | n/a |
In 2017, Community Credit Union implemented Calyx Point LOS as its core mortgage origination platform. The deployment focused on the credit union's mortgage loan operations in Peabody, MA, and positioned Calyx Point LOS Loan Management to handle end to end retail mortgage intake and processing for a 30 person financial services organization.
Calyx Point LOS was configured to support application intake, automated document ordering workflows for credit reports, flood certificates, titles and appraisals, disclosure generation and delivery tracking, appraisal tracking and review, underwriting decision support, and closing and post closing review processes. Configuration emphasized operational worksheets and tracking artifacts, including an appraisal spreadsheet used to escalate missing deliverables, and loan file setup fields required for downstream servicing.
The implementation included explicit operational integration with Fiserv Cleartouch for mortgage loan setup, enabling loan records to be provisioned into the servicing environment after closing. The platform also orchestrated external service orders for credit and property risk documentation, and supported cross functional handoffs between mortgage operations, underwriting, closing, and servicing teams, as well as member facing counseling such as first time homebuyer seminars conducted in Spanish.
Governance and process controls were embedded in day to day operations, with underwriting policy enforcement, loan audits for correct pricing and exception recording, monthly reporting using spreadsheet extracts, and structured training and development for new hires and supervisors. Operational controls centered on timely disclosure delivery, appraisal return monitoring, and documented follow up on pending loan issues.
|
 |
Compass Mortgage | Banking and Financial Services | 350 | $36M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2015 | n/a |
In 2015 Compass Mortgage implemented Calyx Point LOS as its Loan Management application. The deployment was executed alongside a broader infrastructure redevelopment and was positioned to support mortgage origination and servicing workflows across an environment serving more than 150 onsite and remote employees, coordinated by the company VP Infrastructure.
Calyx Point LOS was configured to support core Loan Management functions including loan origination intake, processing pipelines, document management and mortgage-specific compliance workflows, aligned with standard LOS functional modules. Configuration work reflected category-aligned capabilities for underwriting handoffs, automated data capture, and document lifecycle orchestration to support mortgage operations and loan processors.
The Calyx Point LOS implementation was integrated with an existing mortgage software stack and infrastructure components explicitly listed in internal notes, including DocMagic for document services, ShareFile for file exchange, VirPack for packaging, CARS and Zetafax for legacy document handling. Identity and access were tied into Office 365 and Azure AD for Single Sign-On and hybrid Exchange authentication, while disaster recovery and storage relied on Dell PowerVault SAN and Barracuda cloud storage, and endpoint and email protection used Mimecast, Cylance and Duo for dual authentication.
Operational governance for the Calyx Point LOS rollout emphasized IT application development, auditing, metrics, project planning and documentation. The rollout workstreams were executed in concert with infrastructure projects such as Systems Center management, VDI and Remote Desktop Services on Windows Server, SAN and backup architecture, VPN and SSL remote access, VOIP and call recording, and office wiring and failover planning, enabling continuity of mortgage operations and centralized lifecycle management for the Loan Management environment.
|
 |
Fidelity Blueline Mortgage | Banking and Financial Services | 20 | $2M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2019 | n/a |
In 2019, Fidelity Blueline Mortgage implemented Calyx Point LOS as its primary Loan Management application. The deployment targeted core retail mortgage operations at the Roscoe, Illinois location and was configured to support end to end loan lifecycle workflows used by a 20 person firm, aligning Loan Management capabilities with the firm’s loan officers, underwriting staff, and closing teams.
Calyx Point LOS was used to structure functional modules typical of Loan Management implementations, including loan origination intake, document assembly and tracking, processor work queues, underwriting submission packaging, and closing checklist orchestration. Configurations emphasized processor workflows and automated tasking to support comprehensive file reviews, verifications, credit and appraisal record handling, and compliance checklist management.
Operational use of Calyx Point LOS occurred alongside established point solutions, with staff working with DocMagic and MortgageBot for document generation and automated verifications as part of the mortgage processing stack. The scope of operational coverage focused on mortgage loan processing, underwriting handoffs, and closing coordination rather than enterprise IT consolidation, consistent with the firm size and single-site operational model.
Governance and rollout prioritized hands-on training and peer mentoring, processors contributed to iterative system enhancements, and team-level workflow restructuring emphasized one and done clear to close practices. Staff-reported outcomes tied to these local processes and tool use include processors managing 20 plus files monthly and maintaining an average turn around time of 25 days or less, reflecting how Calyx Point LOS was embedded into day to day Loan Management operations at Fidelity Blueline Mortgage.
|
 |
|
Banking and Financial Services | 157 | $32M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2019 | n/a |
|
Showing 1 to 6 of 6 entries
Buyer Intent: Companies Evaluating Calyx Point LOS
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Calyx Point LOS. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Calyx Point LOS for Loan Management include:
- Accurate Document Service Co, a United States based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD Calyx Point LOS Coverage
Calyx Point LOS is a Loan Management solution from Calyx Technology.
Companies worldwide use Calyx Point LOS, from small firms to large enterprises across 21+ industries.
Organizations such as Compass Mortgage, North Dallas Bank and Trust, Acre Mortgage & Financial, Inc, Community Credit Union and American Heritage Capital are recorded users of
Calyx Point LOS for Loan Management.
Companies using Calyx Point LOS are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Calyx Point LOS are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Calyx Point LOS across Americas, EMEA, and APAC.
Companies using Calyx Point LOS range from small businesses with 0-100 employees - 50%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of Calyx Point LOS include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Calyx Point LOS customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Loan Management.