One platform
to automate mortgage workflows and CRM with no-code
Mortgage Workflow Map
Sales manager
Marketing manager
Branch manager
Service representative
Loan officer
Underwriter
Compliance officer
HR officer
Sales
Lead management
Consolidate leads from diverse sources into one database, automate data verification, and tailor your own unique lead management strategy for maximum conversion success.
Opportunity management
Streamline the mortgage loan sales process by automating end-to-end workflows and best practices while also easily introducing personalized process automation that helps you follow through the most optimal strategy for each prospect.
Cross-/Up sales recommendations
Elevate customer engagement and strengthen long-term relationships by delivering tailored value propositions based on predictive analytics, AI/ML-powered next-best-offer intelligence, and previous client interactions.
Sales activity management
Enable your sales reps and front-office staff to streamline their daily tasks, borrower requests, and communications in an integrated digital environment designed for optimal productivity.
Partner and Referral Management
Partner information management
Organize and structure information about your multiple referral partners, including realtors, builders, contractors, and others, for more successful collaboration. Get a quick and convenient access to comprehensive partner information, consolidated in a single detailed partner profile.
Referral tracking
Track how many referrals you get from each partner and who brings the highest quality leads. View up-to-date data on partner's KPIs presented on clear, detailed dashboards and charts.
Joint collaboration
Build effective communication with your partners using an advanced partner portal that supports joint leads and opportunities management, campaign management, knowledge sharing, and more.
Marketing
Segmentation
Configure versatile marketing segmentation by multiples factors and deliver personalized offers to your audience through the most relevant channel at the ideal time.
Campaign management
Secure strong lead generation and elevate brand awareness by strategizing, deploying, and optimizing omnichannel marketing initiatives across different mortgage markets.
Email marketing
Personalize email communications with your potential and current borrowers to win their loyalty. Create engaging, professional-looking emails in minutes using the built-in, easy-to-use template designer.
Event management
Streamline organizational processes for online and offline events, as well as tap into high-potential lead pools by executing effective marketing campaigns tailored for industry events and trade shows.
Front-office
Mortgage consultations
Provide professional, high-quality consultations to borrowers using all the necessary insights, knowledge, documents, and communication tools available in a single window interface at your fingertips.
Borrower relationship management
Collect, store, and refer to a comprehensive knowledge about your borrowers – including their needs, preferences, and financial health, as well as all related documents, correspondence, and other data – to provide more consistent communications and make accurate mortgage decisions.
Onboarding
Provide seamless onboarding experience for each borrower, making their entire journey as simple, fast, and engaging as possible. Take full advantage of digital workflows and smart AI/ML tools to automate all required verifications, approvals, and notifications to the maximum, and minimize painstaking manual work and data processing errors.
Mortgage portfolio management
Streamline typical service routines for mortgage products, customer identity verification, and service personalization according to specific customer tiers and service plans.
Borrower Experience
Omnichannel contact center
Maximize the efficiency of contact center operations as well as in-person, chatbot, and digital customer consultations by ensuring automated data synchronization across all customer-facing solutions, databases, and interfaces.
Online self-service
Improve mortgage servicing by giving customers easy access to their loan accounts, including the ability to quickly and easily manage their loan data and communicate with loan officers.
Case management
Accumulate all cases from your customers and partners, classify them into different categories, populate SLA and other data, assign agents and teams - all based on automated digital workflows.
Dispute management
Collect and provide a full visibility into the customer-initiated disputes for all teams involved, streamline teams' collaboration on single-source data, and formalize and automate dispute validation processes to accelerate resolution.
NPS and feedback
Collect, analyze, and manage customer feedback by using measurable KPIs such as Net Promoter Score and implementing digital workflows that are easy to enforce and monitor.
Mortgage Lending
Loan application management
Utilize end-to-end customer data and automated mortgage verification workflows to provide personalized loan terms for each customer, quickly collect approvals from the middle office, and enforce any unique mortgage loan processing policies as part of your company's playbook.
Loan origination
Easily create and enter lending terms, information on lending participants, and collateral documents to ensure fast loan origination and simplify ongoing loan pipeline monitoring.
Loan servicing
Organize the lending process to ensure top-notch customer service, automate loan servicing reminders, deliver loan self-service capabilities, and ensure consistent data updates at every stage.
Loan recovery
Automate loan recovery processes and improve agents' productivity with consolidated communication, analytics, data processing, and reporting tools.
Underwriting and Verification
Underwriting
Obtain thorough visibility into mortgage application data to optimize underwriting processes and support underwriters with detailed analytics for approving, postponing, rejecting, or adjusting financing terms.
Approval and verification
Guarantee comprehensive verification of mortgage application data with customizable checklists and automated review and approval workflows. Handle verification queues according to priority, accelerate the final approval process by limiting manual data entry, and systematically handle reminders and collateral documentation.
Document management
Keep a streamlined and transparent document management system to facilitate centralized access to customer documents, version control, duplicate elimination, automated document synchronization across workflows, and adaptable access rights management.
Compliance
Know your customer
Ensure the most complete and accurate customer profile data with a centralized approach based on the unified CRM database, automated data verification and deduplication tools, enterprise-grade data security, and AI/ML-powered business intelligence tools.
Risk catalog management
Digitize your risk catalog and enhance it with intelligent classification, cross-link, and drill-down capabilities to quickly identify, measure, and deal with risk.
Escrow account management
Maintain up-to-date and accurate escrow accounting to ensure that customers' property taxes and insurance payments are processed in a timely manner and conform to state rules and regulations.
Internal audit
Improve the efficiency and accuracy of internal audit by streamlining data collection, verification, and anomaly detection processes via unified workflow automation, automated reports and dashboards, and single-source data storage that eliminates out-of-sync or duplicate data.
Employee Experience
Employee lifecycle management
Establish unified and transparent HR workflows to manage employees effectively, including hiring, onboarding, development, retention, and exit.
Employee request management
Boost employee experience by implementing a user-friendly solution that automates all types of requests related to vacation, travel, expenses, and other needs.
Collaboration and knowledge sharing
Unify communications, collaborate, share insights and documents, plan tasks and meetings, manage review and approval processes.
Related Resources
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