Feature spotlights

Improve the loan prospecting process

Mortgage officers often struggle to remember all the questions they must ask prospective borrowers when identifying their loan requirements. Loan Advise helps mortgage officers by providing guided questions and prompts during this critical process. Through a straightforward and easy-to-use dashboard, Loan Advise walks a mortgage officer through the task of capturing the key information needed to establish customer profiles and make analytics-driven "best-fit” loan product recommendations.

Prospect with mobility in mind

Access client profile information quickly and initiate calls using the iPad’s voice-activation capability to maximize your drive-time productivity. Calendar functionality helps loan officers manage appointments while mapping functionality enables you to ensure a timely arrival for a client meeting. Easily capture documents with the iPad’s built-in camera. Upload documents on the go to initiate the loan application process.

Gain the power of real time analytics

Personalize “best fit” portfolio offerings using real-time analytics. Drive product recommendations based on a prospect’s profile information. Product comparisons are generated in real-time to enable your loan officers to quickly review product recommendations and suggestions with prospective clients.

This app is backed by a great service plan

Through its service plan, IBM and Apple have teamed up to provide you with the most comprehensive support available. It includes 24/7 phone support from Apple and next-business-day on-site service from IBM. Whether buying or leasing devices, the IBM flexible procurement model enables you to go from procurement to deployment quickly. You can also manage all your iOS devices from a single portal and effortlessly apply security policies that ensure data protection on every device.

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