Calyx Point

Jungo has a direct integration with Calyx Point.

Jungo automatically syncs your Loan Origination Software (LOS) loan data with your CRM, improving your loan process from start to finish with dramatic efficiency. This allows you to work faster, improve accuracy, and increase speed of service.
About Calyx Point
Calyx Point offers an LOS for mortgage brokers. It covers the origination process from initial application to closing.
Save Time
Remain consistent with templates to standardize borrower documents, loan programs, closing costs, and more.
Earn More Business
Capture data for prequalifying prospective borrowers.
Build Strong Relationships
Strengthen your relationships with borrowers using enhanced marketing tools such as open house flyers, comparison sheets, and pre-approval letters.
Convert More Prospects to Borrowers
Improve your sales process with key interfaces and fee calculations. Point makes it easy to convert prospect files to borrower files for
faster processing.
Increased Efficiency for Your Whole Team
Simplified document management and storage allows you to take on more business without worrying about file management. Easily access the status of every loan and deliver documents faster with electronic signature functionality.
Mortgage Experts at Your Service
Point’s customer service team is experts in their technology and the mortgage industry. With years of experience, they’ll understand your
unique challenges.
Jungo + null Calyx Point Point = One Powerful Mortgage CRM
Scaled For Enterprise Volume
Customizable field mapping to match your company’s
internal processes.
Have your loan data sync for every loan officer and track who your top producers are.
Your mortgage CRM and loan contacts are constantly updating every 15 minutes.
Eliminate double data entry, improve your teams’ loan process, and provide better customer service.
A simple click pushes contact data from your mortgage CRM to your LOS to create a new loan, eliminating double
data entry.
Your LOS sends data back to your mortgage CRM immediately to create or update the transaction record – with a loan number.
Automate email pipeline updates to the borrower, appraiser, escrow agent, title agent, buying agent, and listing agent to keep all parties in the loop.
Easily generate charts and reports using the most current information on file.
All active loan transactions are visible from Jungo’s Pipeline view menu.
Secure access anywhere with Jungo’s mobile app.
See how you can close more loans with an integrated mortgage CRM.
FAQ:

Will this sync with our old loans?

LOS Sync is not retroactive, meaning it will not sync your historical data. However, our data team can export your historical data and import it into your Jungo account to ensure you have every contact and loan record you need.

Can automations be set up every time a new record syncs?

Yes! Tasks can be automated to your team to ensure prompt follow up and emails can be automated to prevent repetitive tasks.

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