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Average Ratings 2 Ratings

Total
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features
design
support

Description

AtClose is the next generation in digital title, mortgage and escrow solutions. It enables faster closings and data driven insights for better communication and a shorter cycle time for both title and mortgage lending. Automate title, settlement, and appraisal. Automated workflows and robust vendor management solutions simplify and streamline complex processes. Integrated with all major lenders, vendors and other parties in the pre- and post-closing environment. The powerful and comprehensive software platform is designed to improve accuracy, reduce repetition, improve vendor relationships, and save time. Automated business process for appraisal. Title & settlement processing and search automation. Post-close automation & recording automation. Automation and management of underwriters vendor management & detailed reporting. Dynamic, template-based document generation system. Separate portals and systems for vendors and clients.

Description

Welcome to a quicker and more streamlined loan experience. Point, the top loan origination system for mortgage brokers, efficiently manages the entire process from the first application right through to closing. Enjoy transparency with no unexpected fees or contracts required. Maintain uniformity by utilizing templates that help standardize borrower files, loan offerings, closing costs, and other essential elements. Collect, generate, and store pre-application information to assist in prequalifying potential borrowers. Enhance your connections with clients through marketing resources such as flyers for open houses, loan comparison tools, and pre-approval documentation. With over 200 integrated vendor partners, Point offers seamless access to services including credit reports, appraisals, asset verification, product pricing, eligibility checks, closing paperwork, and compliance assistance. A simple click establishes connections for you, enabling rapid data exchange with countless service providers, thus enhancing your operational efficiency. Embrace the future of mortgage processing with Point and watch your business thrive.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BNTouch Mortgage CRM No 
DocMagic Yes 
Epicor CMS Yes 
FirstClose No 
Google Maps Yes 
Keystone Yes 
Kinective Bridge No 
Loansifter No 
MORTGAGESIMPLIFY No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics GP Yes 
QuickQual No 
ResWare Yes 
SendGrid Yes 
Shape Software No 
ShortTrack Yes 
Smarty Software Yes 
Surefire CRM No 
Unify CRM No 

Integrations

BNTouch Mortgage CRM Yes 
DocMagic No 
Epicor CMS No 
FirstClose Yes 
Google Maps No 
Keystone No 
Kinective Bridge Yes 
Loansifter Yes 
MORTGAGESIMPLIFY Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics GP No 
QuickQual Yes 
ResWare No 
SendGrid No 
Shape Software Yes 
ShortTrack No 
Smarty Software No 
Surefire CRM Yes 
Unify CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AtClose

Founded

1995

Country

United States

Website

www.atclose.com

Vendor Details

Company Name

Calyx Software

Founded

1998

Country

United States

Website

www.calyxsoftware.com

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Product Features

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents No 
Compliance Management No 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database No 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

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