Communication Compliance Surveillance for Mortgage Brokers with Calyx Point
The Problem
Every email, text, and social message from a Residential Mortgage advisor is regulated — manual surveillance samples tiny fractions and misses real issues.
What We Build in Calyx Point
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running Calyx Point — uses the native API or agent integration so nothing leaves the system of record.
Calyx Point Integration Approach
Audit your Calyx Point configuration
We map the specific Calyx Point objects, custom fields, and workflows the automation needs to touch for your residential mortgage practice.
Build on the Calyx Point API or agent
Integration happens inside Calyx Point — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Calyx Point with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Calyx Point instance
30-minute call. We'll look at your actual Calyx Point setup and show exactly how this workflow fits.