If you’re a mortgage broker using Calyx Point as your loan origination system, you may be wondering if there’s a good way to retrieve and work with the client loan data you’ve accumulated over the years.
The good news is the answer is Yes.
REAFFINITY is pleased to announce the availability of our Leads Manager Calyx Point Plugin – a tool to easily retrieve data from Point and import it into our ridiculously-easy-to-use Leads Manager.
You may be asking if it’s the same type of solution that others are selling to retrieve your data from Calyx Point. The answer is kind of… except we’re not charging an arm and a leg to help you get loan data you already own.
In fact, we’ve gone one better. Simply download it and pay what you think it’s worth.
Really? Really! Just download and unzip it, drop it into your Reports folder (under your Templates Directory) and click on Generate from the Reports & Marketing tab in Point. Save the resulting spreadsheet as an Excel file then simply import it into the Leads Manager.
Way too simple. And way too convenient. Not to mention way too affordable.
