Use Cases
All-in-one support platform
Collaborative shared inboxes
Personalized service at scale
Key Features
Every channel in one inbox
Resolve faster than ever
Work faster, together
Real-time support and bots
Track support requests
Deflect support questions
Surface key customer insights
Organize, route, and resolve
Real-time service metrics
Connect to other systems
How to solve the borrower communication bottleneck in mortgage lending
Speed up time to close by breaking your teams out of the old email inbox
Get your copy
It’s 2022 — rates are going up, volume is going down. Mortgage lenders and brokers are being forced to level up the borrower experience while doubling down on efficiency, but communication is getting bottlenecked in siloed email inboxes.
Mortgage lending is a team sport, so how are mortgage teams breaking out of their individual inboxes to collectively serve borrowers? We evaluated 10 mortgage companies in depth to understand how their origination and ops teams have solved this bottleneck.
In this report you’ll learn:
Strategies for managing borrower communication across teams
Ways to manage handoffs between origination and operations teams to keep the loan process moving
How other mortgage companies have incorporated analytics to measure the borrower experience and systematically improve it
