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
Connect Calyx Point or PATH
Enter your Calyx credentials in BNTouch. Authentication handshake establishes the secure connection. One-time setup.
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.
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.
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.
Request Your BNTouch Demo