FSC Mortgage for OneBank
Applying for a mortgage is among the most complex and time-consuming processes for customers engaging with a financial services institution. The sheer amount of data involved, and the intersecting roles of various stakeholders and departments can lead to frustration for consumers. Digitally savvy buyers, who are increasingly making up the home-buying market, want more efficient and digital alternatives. At the same time, competition is increasing from independent brokers and FinTech disruptors, putting more pressure on mortgage providers to quickly transform to make their lending experience more efficient and borrower-centric.
PwC’s FSC Mortgage for OneBank solution, powered by Salesforce, is designed to meet increasing expectations from customers and empower mortgage companies to excel in a rapidly evolving digital-first landscape.
Unifying the mortgage experience for borrowers, lenders and partners
FSC Mortgage for OneBank solution equips mortgage bankers, loan officers, sales development representatives and other stakeholders with a deep understanding of their clients and loan information. It offers one central, digital platform that captures all key client details and data, resulting in cost savings and a better consumer experience.
Capabilities
- Mortgage Cockpit: ‘Morning Coffee page’ for Bankers/MLOs - daily schedule, tasks, and key performance metrics
- Mortgage 360: Key borrower details and data points, financial account rollups, KYC information, credit score, and customer segmentation
- Loan Simulator: Allows borrowers to predict affordability based on borrowing profile
- Action Plans: Set of predefined activities pertaining to each Loan Stage that the banker needs to complete moving across the loan process
- Advanced Analytics: Best-in-class dashboards and reports to display key performance metrics
- Guided Loan Application: Allows leads to access loan applications via Community page and promotes collaboration with internal bankers
- Lightning Scheduler: Streamline event scheduling directly from Salesforce and offer inbound scheduling for leads via Community page
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