List of Calyx Point LOS Customers
San Jose, 95120, CA,
United States
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!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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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.
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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.
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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.
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Banking and Financial Services | 350 | $36M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2015 | n/a |
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Banking and Financial Services | 20 | $2M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2019 | n/a |
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Banking and Financial Services | 157 | $32M | United States | Calyx Technology | Calyx Point LOS | Loan Management | 2019 | n/a |
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Buyer Intent: Companies Evaluating Calyx Point LOS
- Accurate Document Service Co, a United States based Professional Services organization with 10 Employees
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