What it can do for your business

IBM MobileFirst for iOS Loan Advise empowers mortgage officers with conversational prompts to initiate discussions with prospective clients and make recommendations on "best fit" loan product offerings. Comparative loan offerings can be visually shared enabling the mortgage officer to further qualify a prospect’s specific requirements and quickly initiate the loan application process.

Enhances the prospecting loan process

Enables your mortgage officers to effectively prospect for clients by providing conversational prompts and recommendations for loan products.

Reduces the time to qualify clients

Provides comparative loan offerings that can be visually shared enabling your mortgage officer to further qualify a prospect’s specific requirements and initiate the loan application process.

Provides a better experience

Enables your mortgage officers to quickly access contact records and initiate calls using voice-activation to maximize drive-time productivity.

Why Loan Advise is essential for loan prospecting

  • Improve the loan prospecting process
  • Prospect with mobility in mind
  • Gain the power of real time analytics
  • This app is backed by a great service plan