Calyx Software offers Point for mortgage officers, software supporting the loan lifecycle from prequalification to processing.
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Rapport Originations, from Solifi
Score 6.0 out of 10
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Rapport is an equipment finance origination platform providing deal flow automation for lenders in this space, from Solifi (formerly IDS), headquartered in Minneapolis.
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.
Rapport works great when used directly with AVImark for patient communication logs. Other systems do not integrate well and you have to copy and paste text message conversations into the patient's chart. Rapport works great for appointment confirmations and automated reminders. Text messages with links to our online forms that get sent with appointment confirmations have reduced the amount of paperwork being completed in the hospital, speeding up the exam times. Rapport does not work well for longer text messages / conversations. The dashboard is hard to view what messages have already been read and responded too, as you have delete conversations on every individual computer. The character limit for text messages also makes messaging annoying for clients to receive multiple texts, and they are not always in order. Scheduling appointments from a client's perspective is also more difficult than with other platforms we have used. It is hard to find the app and get the account set up for a lot of people.
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.
The closest match to Rapport we have used in the past is PetDesk (not an option above). We chose to switch to Rapport because we had limited templates with PetDesk and the communications were not directly entered into the patient's chart with that platform
