Mortgage Automation

Create a next-generation customer experience for mortgage lending

Business sustainability requires the digitization and automation of mortgage applications, but legacy infrastructure is preventing lenders from delivering the experiences customers expect. FintechOS works with your existing investments, letting you launch new experiences in weeks, and decreasing approval times to days.

Attract the right customers

Links Icon black

Increase customer retention

Wallet Icon

Increase share of wallet

Key on blue background

How does FintechOS help?

Hyper-personalization
Define perfect-fit mortgage products for different customer segments.
Smiley star icon
Best-of-breed customer experience
Start from pre-built templates and create personalized customer journeys across digital channels for maximum engagement and retention.
overlaying discs
Flexible risk management
Create powerful scoring engines that leverage data from your systems and integrate with any third-party source.
House Road icon
Everything you need
Access affordability calculators, digital application, credit decisioning, and servicing.
icon clock black
Quick to launch and service
Work with the FintechOS team, our partners, or do it yourself – we have you covered!

“When a client evaluates a financial institution, they no longer compare the banks with each other, but the experiences offered by them. Therefore, the experience we offer the client is essential.”

Madalina Teodorescu, FirstBank

Mădălina Teodorescu
Vice President, First Bank

Attract the right customers

Automate highly personalized mortgage onboarding journeys that decrease approval time from weeks to days.

Mortgage Solutions graph1

Increase customer retention

Create digital journeys that reduce churn by making it easy for customers to refinance their current loan.

mortgage solutions graph 2

Increase share of wallet

Upsell new loan products, insurance, and more, by embedding offers into the digital channels when and where they’re needed.

Man leaning over woman sitting on couch
Mortgage solutions eligibility
mortgage simulation identity
Paperless documentation
Property valuation
Guided experience screen
Tailored offers screen

Start with pre-built digital journeys

Simulation
Determine affordability options
v chevron
Eligibility
Configure credit eligibility checks
Identity
Connect your preferred KYC provider
documentation icon
Paperless Documentation
Manage all documents digitally
Property Valuation
Connect to third party valuation services
Compass icon black
Guided Experience
Support customers with built-in video, live-chat and co-browsing
compass icon
Tailored Offers
Promote other products during the journey

Start with pre-built digital journeys

Simulation
Determine affordability options
Mortgage solutions eligibility
v chevron
Eligibility
Configure credit eligibility checks
mortgage simulation identity
Identity
Connect your preferred KYC provider
Paperless documentation
documentation icon
Paperless Documentation
Manage all documents digitally
Property valuation
Property Valuation
Connect to third party valuation services
Guided experience screen
Compass icon black
Guided Experience
Support customers with built-in video, live-chat and co-browsing
Tailored offers screen
compass icon
Tailored Offers
Promote other products during the journey

Learn how you can get up and running with your solution in 12 weeks.​

Request a demo