Integration

BNTouch

Calyx

Native Calyx integration for Point and PATH

BNTouch connects directly with Calyx Point and Calyx PATH. Two-way data flow, automated loan status sync, document event tracking. No middleware, no Zapier.

How the integration works

Step 01

Connect Calyx Point or PATH

Enter your Calyx credentials in BNTouch. Authentication handshake establishes the secure connection. One-time setup.

Step 02

Map loan file structure

BNTouch field map aligns with Calyx’s loan file structure. Default mapping handles standard mortgage data; custom fields mapped by specialist.

Step 03

Two-way sync goes live

Borrower data flows from BNTouch to Calyx. Loan status and document events flow back. Both systems reflect the same reality.

What syncs between BNTouch and Calyx

Borrower contact data: BNTouch → Calyx on loan application start
1003 application data: BNTouch digital 1003 syncs to Calyx loan file
Loan milestones: Calyx → BNTouch for application received, processing, underwriting, clear-to-close, funded
Document status: Calyx → BNTouch when documents are uploaded, reviewed, or flagged as required
Stipulations and conditions: Calyx → BNTouch, triggering borrower workflows to collect required items
Funding and close events: Calyx → BNTouch to activate post-close nurture automatically

What you get

Eliminate rekeying

Enter borrower data once in BNTouch; it appears in Calyx. No double entry, no transcription errors, no version drift.

Real-time CRM loan status

LOs see current loan status in BNTouch without logging into Calyx. Borrower communications driven by actual stage.

Automated borrower communication

Calyx milestone events trigger BNTouch email, SMS, and portal notifications. Borrowers stay informed without manual LO outreach.

Direct, maintained integration

BNTouch team maintains the Calyx connector. No Zapier to debug, no middleware fees, no fragility.

Setup process

Credentials: Calyx API credentials shared via encrypted channel with your BNTouch specialist. No passwords over email.
Field mapping: Default field map handles mortgage standard fields. Custom fields configured per your team’s preferences. Setup: 1-3 hours typical.
Sandbox validation: Integration runs against your Calyx sandbox. Validate data flow and approve field mapping before production.
Production go-live: Switch to production. Integration active. Monitor for 24-48 hours with your specialist.
Ongoing maintenance: BNTouch monitors and updates the Calyx connector as Calyx ships new versions. Your team doesn’t touch integration maintenance.

Frequently Asked Questions

Does this support both Calyx Point and Calyx PATH?

Yes. Both Calyx Point (desktop) and Calyx PATH (cloud-based) are supported through BNTouch’s native integration.

Is there a per-integration fee?

No. Calyx integration is included in BNTouch plans.

How long does setup take?

Typical setup: 1-3 hours. Custom mapping or unusual workflows extend to 4-8 hours. White Glove Service handles setup end-to-end.

Does BNTouch support Calyx’s eClose workflows?

Yes. Document events and signing status flow from Calyx to BNTouch, including eClose-related milestones.

What if we switch from Calyx to Encompass later?

BNTouch’s native connectors for both Encompass and Calyx allow migration without CRM change. Your team keeps BNTouch while switching LOS.

See BNTouch + Calyx in action

Book a 30-minute demo. We’ll show the data flow, field mapping, and automated workflows triggered by Calyx loan events.