Start the day with a deep dive into the latest Calyx Path innovations. We’ll review the most impactful enhancements from the past year and unveil brand-new features for 2026, including some exclusive announcements you’ll hear first at Bloom.

This session is for everyone. Kick off Bloom with insider updates and exclusive feature announcements that will shape your success in 2026.

Document management doesn’t have to be manual or messy. This session shows you how to automate the entire process (requesting, receiving, stacking documents) so your team can work faster, reduce errors, and keep every file compliant. You’ll also learn how to use powerful features like templates, packages, placeholders, and PDF editing tools to keep everything organized and compliant.

• Automate document requests and package assembly to eliminate manual follow-ups and accelerate closing
• Use templates and packages to standardize workflows across loan types so your team spends less time on manual document selection and avoids compliance mistakes
• Implement secure e-signatures that speed up borrower response and simplify team adoption

Who Should Attend

This hands-on session gives you the proven playbook for streamlining workflows in Calyx Path. Learn how to configure roles, leverage role desks and cabinets, and apply best practices that keep files moving without bottlenecks. If you’ve ever struggled with delays or lost files, this session will show you how to take control and close loans faster, with fewer errors.

• Design efficient end-to-end workflows that move files seamlessly from origination through closing
• Use role desks and cabinets effectively to maintain visibility and prevent lost files
• Apply automation and timestamp tracking to reduce manual errors and improve accountability
• Implement role-based best practices—including when to use the All Access role for smaller teams

Who Should Attend

In this session, we’ll show you how to make compliance simple and predictable with the Calyx Path Platform. You’ll learn practical ways to stay ahead of deadlines, track changes automatically, and see compliance status in one place instead of digging through files. Plus, we’ll cover how to run key reports and handle Adverse Action notices without the last-minute scramble. If you’ve ever thought, “I just want compliance to be easier,” this session is for you.

• Issue Loan Estimates and Closing Disclosures accurately and on time
• Make tolerance and cure tracking automatic, accurate, and visible so you can stop guessing, avoid manual calculations, and never miss a compliance deadline
• Run QM, HMDA, and Mortgage Call Reports with confidence for accurate reporting and audit readiness
• Use the Compliance Summary Screen for full visibility into every loan’s compliance status

Who Should Attend

Start the day with a deep dive into the latest Calyx Path innovations. We’ll review the most impactful enhancements from the past year and unveil brand-new features for 2026, including some exclusive announcements you’ll hear first at Bloom.

This session is for everyone. Kick off Bloom with insider updates and exclusive feature announcements that will shape your success in 2026.

Is your Path setup stuck in the past? Many lenders are still using outdated configurations and missing out on powerful features that make life easier for both admins and users. This session will show you how to quickly bring your account up to date and implement changes that deliver the biggest impact on your operation.

This is how you unlock the full potential of the Calyx Path Platform. Take your setup from basic to optimized so your team works faster, smarter, and with fewer errors.

• Configure documents, templates, and fee settings so loan setup becomes click-and-go instead of manual entry
• Apply governance and compliance standards so they’re baked in, reducing risk
• Optimize templates and workflows to cut hours of manual work each week

Who Should Attend

Business rules are one of the most unique and powerful tools in the Calyx Path platform, but they’re often misunderstood or misused. These are custom rules you (as an admin) set up to ensure your team follows your specific process every time. When configured correctly, they enforce your policies behind the scenes, so files move through workflows accurately and consistently.

In this session, you’ll learn how to configure rules that assign tasks, prevent incomplete files from advancing, and trigger alerts when compliance conditions aren’t met. If you want to reduce errors, save time, and scale operations without adding headcount, this is the foundation you need.

• Block incomplete files from moving forward by enforcing required documents and data fields to ensure accuracy and compliance every time
• Trigger alerts for compliance issues to catch problems early and keep your process aligned with internal and regulatory standards

Who Should Attend

You’ve learned what business rules can do; now it’s time to put them into action. In this hands-on workshop, you’ll move from concept to configuration as you build real rules step by step with expert guidance. By the end, you’ll not only know how to automate tasks, enforce policies, and streamline workflows, but you’ll have them implemented in your account so your team can work faster and with fewer errors immediately.

• Build commonly requested rules, such as compliance notifications, to keep your process on track
• Create rules that enforce your specific internal policies and eliminate unnecessary manual steps
• Configure automation that improves speed and accuracy in loan processing

Who Should Attend