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

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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
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    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
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    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