Calyx Software offers Point for mortgage officers, software supporting the loan lifecycle from prequalification to processing.
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Finicity Connect
Score8.8 out of 10
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Finicity Connect, now from Mastercard, is a fintech software that aims to make the consumer permissioning process simpler and faster. Finicity Connect links to the vast majority of financial institutions, providing an open banking APIs designed to put consumers in control of their financial data for additional security.
It gets the job done for initiating loans. I can't say anything about the marketing tools as I haven't used them but as a de facto technical support person in the company, I have helped many of the loan officers resolve issues (or inform them they are not resolvable yet). One limitation I ran into was property and loan matching. The system allows one property to be matched with multiple liabilities but not the converse. For an investor with a portfolio loan, it was not possible to show one liability relating to multiple properties. This required workarounds. The field for entering properties is very small in list form making review difficult when there are more than a few properties. The interface could be more adjustable. Overall, the program is not well-liked by the loan officers who would prefer a more modern platform, though all surely have some drawbacks. The program appears to have many functions we do not use and it would be preferred if the ones we use worked better.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's a very comprehensive and plenty of features as compared to its competitors. I like how it shorten the time it takes to verify account details, monitor balances or create verification reports easily. I like how it makes the consumer permission process super simple and intuitive and makes them fast to data needed to provide service instantly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is lots of room for improvement as there have been many bugs in the implementation of the new format. Responsiveness to customer needs was inexcusably slow for a change that was years in the planning.
Many of the calculations seem inconsistent on Fees Worksheet and other pages, including differences in how the information appears when printed vs onscreen.
The menus are not intuitive and could be much better.
The user interface is archaic.
Field links do not work correctly and take a long time to be corrected.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It allows our customers to grant Finicity authorisation and use of their account credentials to access their financial data. I like how it integrate Connect anywhere within our web or mobile apps using iFrame. Connect SDK resources for both web and mobile apps. Add more Security features to our clients data. The support is great for all our needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
