Calyx Point vs. Fiserv Loancierge

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.

Incentivized

It really just could be easier to use. I feel like there is a lot of repetition and things could be smoother between pages. Why do the loans turn red in your queue, no one has ever been able to answer me that.

Incentivized

• I can’t say
• I don’t have any examples
• The suite is a constant thorn in my side

Incentivized

• connects to Portico
• Lets you know when someone else is in your loan

Incentivized

• 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.

Incentivized

• Missing certain pieces to make it eaiser
• not everything transfers from one program to antother
• having to go back and forth between queues instead of the back button

Incentivized

There are several other products available that we will consider when we are able to upgrade from Calyx.

Incentivized

Hubspot is putting everything in Loancierge into it, repetitive for tracking purposes. We also have Portico integrated with Loancierge, they do mesh well most days but some days one is down and you cannot use the other.

Incentivized

• The learning curve to proficiency is steep
• My goals of developing a smooth workflow [are] hindered by the lack of Point’s intuitiveness

Incentivized

• I do not see that side of things, i just write the loans and send to underwriting

Incentivized