A Complete Digital Lending Experience
Covering the mortgage journey
from lead to closure
Leverage Einstein and Salesforce Marketing Cloud
Predict and improve sales conversion, ensure consistent communication
Reduce Time to Close
by 8-10 Days
Increase application conversion rates by 75%

Improve Closure Rates
up to 50%
Prequalify a borrower instantly
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From hello to closure and beyond...Loangility is always with you in your mortgage journey

Marketing

Marketing

  • Automated promotion campaigns for different target customer segments
  • Recommends result oriented messaging
  • Helps in target segmentation and customer referrals

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Communities

Communities

  • Leveraging Salesforce communities to collaborate with all stakeholders
  • Easy way to connect & share information
  • Customer support /help forum

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Sales & Service

Sales & Service

  • Prepackaged solution templates for all individual client milestones in their journeys
  • Automated mailers & regular follow up notifications
  • Automated engagement for existing accounts

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Analytics

Analytics

  • Predictive Lead nurturing, pre-qualification and decisioning
  • Optimization of resources and efforts based on Salesforce Einstein’s insights from existing customer data

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Loangility POS

Delivering a true digital experience

Loangility POS

Delivering a true digital experience

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Analytics

  • Predictive Lead nurturing, pre-qualification and decisioning
  • Optimization of resources and efforts based on Salesforce Einstein’s insights from existing customer data

+

Marketing

  • Automated promotion campaigns for different target customer segments
  • Recommends result oriented messaging
  • Helps in target segmentation and customer referrals

+

Sales & Service

  • Prepackaged solution templates for all individual client milestones in their journeys
  • Automated mailers & regular follow up notifications
  • Automated engagement for existing accounts

+

Communities

  • Leveraging Salesforce communities to collaborate with all stakeholders
  • Easy way to connect & share information
  • Customer support /help forum

Features

Credit Report Check

Joint & Individual credit reports
Prequalify leads right from loangility
Move unqualified borrowers to drip campaigns
Accelerate right conversations with qualified borrowers

AUS Integration

Integration with Fannie Mae’s Desktop Underwriter (DU) & Freddie Mac’s Loan Product Advisor (LPA) AUS engines
Supports complex AUS transactions we well as minimal pre-qualifications runs
Acceleration of secondary market transactions
Information access for borrowers and processing staff up-front

Seamless Connectivity

Seamless connectivity with loan officers, processors, underwriters and your borrowers
Supports salesforce community
Integrated mobile and digital solutions for all stakeholders
Multiple connection points for ongoing target marketing

Product Pricing Engine

Finalizing your loan estimate, cost & terms with the borrower
Includes title insurance fees nationwide
Includes taxes and recording fees nationwide
Provide the borrower the correct estimated closing costs during pre-qualification

Loan Application Module (LOS)

Supports both a complete loan application and a short loan application
All information can be directly sent to your LOS for processing
LOS staging information can be provided back to the borrower with the standard salesforce portals and mobile apps
Credit reference number shared with LOS to reduce credit pulls

Other Features

Integrated marketing strategies & increased workflow efficiency
Enhanced customer data analysis & increased customer data access
Embedded agent performance tracking – Dashboard
Improved customer relations & cross-selling and upselling

Business Benefits of Loangility

Speak to a Visionet expert

Find out how Loangility can help in your context