Use a range of digital tools to meet the customer on their terms, providing help at just the right moment in the mortgage process, proving your value, building relationships, and closing deals efficiently.
Co-browsing makes mortgage product research a collaborative and engaging exchange. The advisor is right there with the customer, helping them to compare products, navigate websites, and use tools like mortgage affordability calculators.
Advisors and customers can collaborate on mortgage proposals exchanging messages and documents. All documents are stored in a document repository.
Video call allows banks to re-create the familiarity and reassurance of face-to-face interactions. Conversation history and shared financial information are saved so customers don’t have to explain or send things multiple times.
Unblu allows customers to submit documents digitally, such as income information or credit checks. These can be verified and assessed through the provider’s origination software, which is seamlessly integrated with Unblu’s system.
Secure and integrated e-signature software allows customers to sign documents remotely, making the process as simple, smooth, and efficient as possible, and minimizing the time it takes to close a deal.
Once the mortgage is approved and signed, continue to offer real-time customer support with secure text messenger or bots and AI. Keep the dialogue going and continue to provide an exceptional service.
Live chat and secure messenger capitalize on customer familiarity with texting. Live chat creates opportunities for efficient real-time interactions between customer and advisor, providing fast problem resolution. Secure messenger allows for asynchronous conversations. Customers can reply at their own convenience.
Customers expect personalized help, specific to their unique problem. Co-browsing and screen-sharing put customers and advisors on the same page—literally. Advisors can then offer expert and customized guidance, just as they would in an in-person meeting, allowing for more meaningful conversations.
Customers want the reassurance of speaking to an advisor face-to-face. Video call replicates this familiarity but in a remote and convenient way. If a customer prefers, they can always opt for a voice call instead. The choice is theirs.
Free up advisors to focus on the most valuable conversations by using a bot to gauge customer intent. Bots can qualify the request at the beginning of a customer conversation as well as answer simple, frequent, and low-stakes questions.
For secure and efficient online advice and a seamlessly integrated customer experience, choose Unblu.