Configuration. Training. Administration

 

Get your mortgage company on the path to maximum work efficiency, profitability, and staying on top of Compliance and Regulation...

ABOUT US

Stephen Breden is a former Calyx Certified Trainer who conducts training and consulting services on a contract basis for mortgage companies nationwide. His qualifications include 25 years experience with Calyx Point®, 28 years experience in the mortgage industry, 40+ years experience in technology, Real Estate Broker's License in California and NMLS Certified in California and Texas, and Microsoft MCSE+I. His education includes a BA from the University of New Mexico and an MA from Johns Hopkins University. He has specialized his consulting business at this time primarily to the advanced configuration and setup of PointCentral, from both an IT and mortgage professional viewpoint.

OUR VISION

Our business focus is the mortgage company desiring ongoing assistance with their workflow, Compliance, and Regulatory needs, particulary for users of Calyx Point and PointCentral.  All five members of our team have experience as Calyx trainers, consultants, or sales and tech support professionals.  

We are particulary interested in helping the existing mortgage company who has been set up and implemented, but needs that additional "edge" with product functionality that they may not have yet.  In particular, we are there to assist and advise you with Compliance related issues; something that Calyx Software has specifically stated they do not provide.

SERVICES
  • LOS Recommendations

  • Basic Setup and Configuration

  • Developing and Modifying Templates

  • ​Workflow Management with Business Rules

  • ​Advanced Business Rules

  • ​IT Management

  • ​PointCentral Administration (occasional or contract basis)

  • Basic Training on Point

  • Advanced training in non-profit loans, FHA, Construction

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