Mortgage Software for Calyx Point and Ellie Mae Encompass

Mortage Software

We provide software solutions that work with Calyx Point and Ellie Mae Encompass. Our most popular solutions are provided below. While Calyx Point and Ellie Mae Encompass are completely different loan originating programs, our solutions work seamlessly with either program.

Integrated Call Tracking   Download a demo

This software integrates with your current phone system and Point or Encompass. Many companies pay a lot of money for their leads, and this will help ensure your leads are being contacted in a timely fashion.
  • See which leads or loans were called, when they were called, and how long the call was.
  • Search for a specific loan, loan officer, dates of phone calls and dates of specific statuses of loans.
  • Sort by any of the columns in the table.
  • Export the data to Excel for further analysis and charting.
  • Print directly from the program with a single click.
Loan Call Tracking   Loan Call Export

Point Checker    Download a demo

This software checks your Calyx Point file to ensure various Point fields meet your requirements. This is a great tool for loan officers to check a Point file before turning it down or submitting it for processing.
  • Point Checker automatically checks the current Point file you have open and reports the errors.
  • The errors can be printed for reference.
  • Included admin tool which allows you to create multiple sets of requirements. You could have a set for turn downs, processing, or anything you choose.
  • The requirements for the fields include blank, not blank, match another field, greater or less than a specific value or field.
  • You may also create rules that are based on previous rules; for example if a client has a second bank account listed then the second bank account address must be filled in.
  • A similar program is available for Encompass.
Point Checker  Point Checker

Lead Management and Distribution    Download a demo


Our lead software can automatically import leads into Point or Encompass and give the managers a report on all new leads.
  • Leads can come via e-mail, a web page on another server, or a local web server.
  • Lead is processed and a new file is generated in Point or Encompass with all the information from the lead.
  • Loan officer is notified he or she has a new lead via e-mail.
  • You decide in what order the loan officers receive the leads and may specify a maximum number of leads per day, week, or month for each loan officer.
  • Daily report is e-mailed to the managers showing how many leads came in for the day and who received them.
  • Saves time and reduces errors caused by typos.
Lead Distribution  

Pipeline & Loan Tracking    Download a demo


Pipeline and Loan Tracking gives you a current snapshot of the status of every loan in your company.
  • Reports on a specific loan officer, the entire company or a custom group of loan officers.
  • Search for loans by searching for a range of dates on a specific Point or Encompass field.
  • See what is expected to close for the month, or what has been recently been turned down and why the loans were turned down.
  • The reports are very flexible and can pull and search for data from any Point or Encompass field.
  • Comes with a custom database is part of the program which allows for fast generating of the reports and allows you to see loans from multiple folders or groups in the same report.
  • Reports can include summary boxes for counting the number of loans or totaling loan amounts and profits.
  • Multiple smaller reports can be on the same page for a visual representation on how the loans are progressing.
  • Export the data to Excel for charting and further analysis.
  • Print directly from the program with a single click.
Pipeline & Loan Tracking  

Why Use Our Software?

The programs here are fully customizable for you. We start out with the building blocks and then modify the program to suit you. This allows us to give you a perfect program and is delivered to you quicker then creating the program from scratch. Any report you can think of for calls, leads and loans we can create.
We build security in to every program from the first line of code. All of our programs include a user interface which allows you to choose which employees have the ability to use the program and change the settings of the program.
Contact us for more information or a live demo of our software.