Short answer
A Calyx Path integration connects the Calyx loan origination system with Salesforce, sharing leads, borrower details and loan milestones so loan officers can manage pipeline and follow-up from the CRM.
How the Calyx Path integration works
Calyx Path is a loan origination system used by mortgage brokers and lenders. The CRM manages marketing, leads and referral partners; Calyx manages the loan file. Integration sends qualified leads to Calyx and brings milestone updates back, which can trigger borrower and realtor communications.
What syncs
- Leads and borrower details
- Loan milestones and status
- Loan officer assignment
See the architecture diagram ↓
Integration options
- Calyx APIs through middleware
- Scheduled milestone updates
- Flows that notify borrowers and partners
What to plan for
- Sensitive borrower data restrictions
- Milestone definitions
- Loan officer mapping
Frequently asked questions
Can milestones trigger borrower updates?
Yes. Milestone changes can start automated emails or tasks in the CRM.
Is borrower data protected?
Only the fields needed should sync, protected with field-level security.