LoanWisk
Salesforce Mortgage Solution
by Savi Technologies
About Us Contact Us
Why LoanWisk?
Manual frameworks and manual cycles are outdated practices, and results in loss of accounts and opportunities. Influence the force of our LoanWisk for loaning to address and surpass the issues of your clients with a solitary stage.
Here’s how we power mortgage and lending innovation
Simplify the borrower experience
Extend borrower connections and work on the involvement in directed applications, straightforward tracking following and endorsements, and further developed information visibility for loan officers.
Unlock cross-sell Opportunities
Create references across lines of business with a 360-degree perspective on borrower information, and use AI to propose significant item additional items.
Improve operational efficiency
Put Mortgage information models, progressed analytics, and mechanized cycles to attempt to further develop effectiveness and save time.
Benefits of Savi Technologies Mortgage solutions
Accelerate Loan Cycles
Acknowledge esteem quicker value evaluation by drawing in possibilities, driving leads, and building pipeline with Loanwisk’s Salesforce Cloud
Increase borrower transparency
Engage borrowers to team up across the loaning environment with the customized portal screen that permits them to keep in current date with their Loans borrowed from the organization.
Operate with a 360-degree view
Consistently connects Loan officers, Loan processors, administration agents, furthermore, other administrative center workers to all Loan exercises across any channel through salesforce Services Cloud and AppExchange integrations.
Mortgage lending integrations
Engaging prospects and driving leads
- Discovering Prospects: Catch, bring together, and enact your information to find customer connections across each touchpoint with a strong Data Platform.
- Nurturing Prospects: Convey cross-channel customized encounters at each step of the client lifecycle with B2C venture the board.
- Building Pipeline: Influence B2B advertising methods to make significant associations, create more pipeline, and engage sales groups to close more arrangements.
Digitizing Loan Management
- Origination and Underwriting: The application process will be leveraged with auto decisioning, third-party information, scoring, valuing, and offer auto generations.
- Servicing: Smooth out Loan payments and installments, Loan rebuilding, and sub-ledger tracking with an adaptable secure stage.
- Collections: Digitize assortment processes by following misconducts, building custom procedures, laying out boundaries, also making borrower-explicit reimbursement plans.
Engaging prospects and driving leads
- Discovering Prospects: Catch, bring together, and enact your information to find customer connections across each touchpoint with a strong Data Platform.
- Nurturing Prospects: Convey cross-channel customized encounters at each step of the client lifecycle with B2C venture the board.
- Building Pipeline: Influence B2B advertising methods to make significant associations, create more pipeline, and engage sales groups to close more arrangements.
Collaborating across the lending Ecosystem
- Collaboration across Leads: Make secure coordinated effort spaces for your loan specialists to speak with real estate specialists, sellers, representatives, and other possible accomplices.
- Loan Transparency: Give one objective where borrowers can see all of their advance data with associations surfacing information from back-end frameworks, applications, what’s more, records.
- Seamless Service: Resolve cases faster with easy visibility into the full context of all cases and a record of every customer interaction.