Mortgage experience-changing digital engagement technology

End-to-end home lending experience

Continuous assistance of professional mortgage loan advisors

All-in-one IT ecosystem

Single customer engagement platform integrated with multiple bank systems

Ready-made solution

Out-of-the-box cloud-based software proven in banks worldwide

Advanced collaboration tools

Secure file transfer, adding comments, document check, screen sharing

Customer visibility

Immediate access to chat history, uploaded documents and application statuses for both the client and advisor

100% remote

Secure and practical omnichannel service that covers the entire online home lending procedure

Real-life digital CX

Intense and distinctive customer experience with advisor-assisted digital technology

Performance supervision

Analytics and management reporting, data-based forecasting, performance overview

Paperless

Remote client authentication, document authorisation and fully digital e-closing

Accelerated mortgage process

Readily available advisors, quick feedback, fast information transfer

Secure document circulation

Centralised access to all documents integrated with a bank’s repository system

Multichannel communication

Providing end-to-end service by seamlessly transitioning between voice, video, chat, email, and messaging

Customer satisfaction surveys

Realtime feedback on the lending process and advisor performance

Cloud scalability

Scale the number of seats up or down based on demand

User-friendly interface

White-label, intuitive and friendly UI

Attract leads across different channels to one platform and guide them through the loan process with features that improve communication and document flow.

Provide your loan advisors with a dedicated channel for communicating with potential borrowers. Facilitate communication with a collaborative toolset to exchange documents, visualise the offer in screen sharing mode, and send direct messages synchronously or asynchronously.

Meet the needs of digital users who expect an end-to-end remote service. Create a distinctive image of the bank’s offer, distinguished by a trend-setting service model.

Manage your team of advisors to be more accessible to new clients who can schedule an online meeting on any date and in any location.

Reduce field workforce costs by migrating leads to a trusted digital platform handled by your agents.

The digital home lending process efficiently handles the loan application in a short timeframe. This is a key factor when borrowers choose which bank to apply to based on the likeliness of acceptance and speed of the process.

Let potential borrowers understand the paperwork process and guide them via a customer dashboard presenting a to-do list and documents to be delivered.

Assist your leads at every step in the process via inbound and outbound messaging, communicate synchronously or asynchronously, and add comments to each action when needed.

Streamline the process of collecting lead data with pre-filled forms or authenticating your existing customers with SSO.

Keep the entire conversation on one platform with immediate access to chat history for the client or an advisor.

Introduce instant communication: chat, video, adding comments, document checks, and inbound or outbound messaging.

Ensure the highest quality in personalised service. Keep the communication flow transparent, allowing you to track interactions based on a specific customer case and have instant access to conversation history.

Discover your leads’ sources, analyse complex data, track application statuses, measure customer service quality, and manage workforce utilisation to increase conversion rate.

LiveBank introduces e-closing, where mortgage document signatures are electronic and secure.

Reduce documentation errors with active agent checks on the review tab and adding comments.

A quick integration makes it secure, easy and convenient to store and sync documents directly between LiveBank CEC and the bank’s repository.

Analyse and manage workforce utilisation, track application statuses, improve customer service quality and quantity, and do data-based forecasting.

Utilise the resources you already have to process more leads and customers, digitise your service delivery approach, and reduce the cost of your field workforce.

Contact your borrowers immediately and shorten your application timeframe using instant feedback and asynchronous outbound messaging to prompt clients to act.

Give your customers a complete and secure remote mortgage experience they can begin and complete from the comfort of their homes. E-closing is preferred as it is convenient and straightforward to use and prevents needless face-to-face interaction.

Delight your digital customers by allowing them to take mortgage loans remotely and give them a unique digital experience.

Let borrowers purchase additional financial products utilising data they gave during the application process.

Deploy a solution for banks that guarantees the highest security and compliance standards. Handle your home lending processes in a way that customers can trust.

Gather and analyse customer feedback to improve the quality of the offer and the customer service itself. Use customisable polls, then, once complete, measure NPS and act immediately.

Set the market standard for remote home lending sales, and create new opportunities based on digital trust and the unique convenience of human-supported digital solutions.