Mortgage and Loan Application Solution for Financial Services

For Financial Services organizations establishing mortgages or general loans, closing applications in a timely manner is critical for business success.  The next financial institution is waiting with competitive rates and your applicants will commit when they can lock in the mortgage or loan at the right rate.
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Mortgage and Loan Application Situation Analysis

Loan Application Anxiety

In today’s competitive financial markets, consumers applying for mortgages and general loans expect timely approvals, sometimes within hours. Customers will shop financial institutions and search for the best rates and terms. To reduce loan application anxiety, it is crucial to minimize application processing time.

Integrated Communications Platform

Executing efficiently with a loan application workflow requires an integrated platform tying omnichannel customer experience, AI-driven chatbots, identity verification engines, customer relationship management (CRM) sytems, and communication & collaboration applications together.

Identity Verification

It is vitally important that you know who is applying for a loan and that the information they represent is really theirs.  Solutions that identify your applicant, maintain security and protection from fraud while processing applications quickly improve your bottom line.

Loan Application Approval Process

Accelerating the application process from initial contact, application completion and information verification is crucially important. Mitel’s customer experience solutions provide voice/chat bots to quickly capture the client’s loan application needs and then direct them to complete the loan application to be processed via your loans/mortgage department in real-time.

Contextual Communications

Bringing customer requests, application form data, customer identity and previous interactions together into one place provides your loans officers and contact center agents with all they need to guide the customer by providing 'contextually aware' communications to the process so clients can view the status of their loan application and be notified via the communication method of choice if/when the loan is approved.

Secure Loan Application Sharing

Support prospective clients when applying for loans & mortgages by guiding them through the process with secure co-browsing and document sharing.

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Process Loan Applications with Speed and Confidence to Drive Customer Satisfaction

 
 

Thousands of financial sevices institutions worldwide rely on Mitel to provide solutions that improve client care. Mitel's integration with AI-powered voice/chat bot and agent assist platforms, voice biometrics providers, and CRM vendors create end-to-end solutions that remove client friction when applying for loans and mortgages while minimizing staff fatigue.

 

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  • Omnichannel Customer Experience

    MiContact Center Business provides a true omnichannel customer and agent experience that's integrated to your loan application workflow for optimal efficiency. Enhance your customer loan application journey and keep employees productive and engaged with Mitel's enterprise-grade, omnichannel customer experience management platform.
    Learn more about MiContact Center Business

  • Verify Identity via Voice Biometrics

    It is crucially important to have 100% confidence that the loan applicant is who is represented in the application.  By integrating sophisticated voice biometrics technology into the contact center workflow, clients are verified against their voice print in real-time so agents don't have to spend 2-5 minutes asking the client a series of verification questions, dramatically speeding up the verification step of the application process.

    Learn more about integrating Voice Biometrics

  • Financial Services CRM Integrations

    Enhance customer experience, contain costs and improve staff and agent retention by providing customer information when they need it with a screen pop of the customer's account data including name, phone number, phone number they dialed, member ID, and the last selected account type and balance via integration to leading financial services CRM platforms.
    Learn more about integrating to Jack Henry and Associates

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