Applying for and opening a loan is a moment of truth for customers that can deepen or destroy loyalty. Today, most loan origination journeys span multiple channels, touchpoints, and teams. Optimizing each stage of the journey, from research through closing, ensures that the loan origination experience is one that creates loyal customers.
Loan Origination Experience provides lenders with insight across all stages of the journey and across the teams involved in the origination process–including loan officers and operations teams. Pre-built alerts and workflows ensure that feedback is shared across the organization and is used to coach customer-facing team members, identify process issues in the back office, and recognize those individuals who go the extra mile for customers.