One platform to automate mortgage workflows and CRM
Streamline the mortgage customer journey and automate operational workflows to accelerate loan processing
Request Live DemoBusiness challenges we help solve
Zoo of systems
platforms and contact bases, lost of communication history, lost of clients, human factor
Long terms of automation
implementation or development can be measured by years
No segmentation and analytics
of products, customers to make personalized offers and data based decisions
No ability to scale
or customize current solutions for fast adaptation and changes
Business Goals we help to achieve
Scale operations and workflows
Expand your portfolio
Improve key performance indicators
Elevate your business in industry rankings
Grow your mortgage business with the Banza team
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Sales
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Lead Management
Bring leads from multiple channels into a single system. Automate data validation, eliminate duplicates, and build a flexible lead management process to improve conversion rates and sales efficiency.
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Opportunity Management
Automate and manage the full mortgage sales lifecycle with structured pipelines and configurable workflows. Guide each opportunity with the right actions and strategies to improve conversion and deal outcomes.
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Cross-Sell and Upsell Recommendations
Deliver relevant cross-sell and upsell offers using customer data, interaction history, and predictive insights. Increase deal value and strengthen relationships through timely, personalized recommendations.
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Sales Activity Management
Coordinate borrower requests, sales tasks, and communications through a centralized workspace. Reduce manual effort and improve team productivity across the sales process.
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Lead Management
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Partners & Referrals
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Partner Data Management
Organize partner and referral data in one place to gain a complete view of your partner ecosystem. Access up-to-date partner profiles, streamline collaboration, and improve coordination across referral channels.
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Referral Analytics and Insights
Gain visibility into referral sources and partner contribution. Identify top-performing partners, track lead quality, and evaluate KPIs through structured dashboards and analytics.
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Collaborative Partner Engagement
Enable structured collaboration with partners through a dedicated portal. Align lead and opportunity management, campaign execution, and knowledge sharing to drive more effective joint results.
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Partner Data Management
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Marketing
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Segmentation
Segment your audience using rich data signals and deliver relevant, timely messages across the right channels.
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Campaign Execution & Optimization
Plan, launch, and optimize omnichannel marketing campaigns to drive qualified leads and strengthen brand presence across mortgage markets. Coordinate strategy, execution, and performance in one system.
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Personalized Email Campaigns
Deliver personalized email campaigns to engage borrowers at every stage of the mortgage journey. Quickly create and launch professional emails using ready-made templates and automated workflows.
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Event-Based Lead Generation
Plan, manage, and execute online and offline events within a single system. Capture high-quality leads, coordinate campaigns, and turn industry events into measurable growth opportunities.
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Segmentation
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Front-office
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Mortgage Consultations
Deliver consistent, data-driven mortgage consultations from a single workspace. Access borrower profiles, documents, insights, and communication tools to support confident decisions and faster deal progression.
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Centralized Borrower Management
Unify borrower profiles, financial information, documents, and interactions to deliver consistent service and improve mortgage decision-making.
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Onboarding
Deliver a smooth and efficient onboarding experience for every borrower. Automate identity checks, approvals, and communications using digital workflows and intelligent automation to reduce manual effort and accelerate loan processing.
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Mortgage Portfolio Management
Manage mortgage portfolios more efficiently by standardizing servicing workflows, automating identity verification, and personalizing service based on borrower segments and service plans.
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Mortgage Consultations
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Borrower Experience
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Omnichannel Contact Center
Increase the efficiency of your contact center and all borrower interaction channels — from in-person consultations to chatbots and digital services — by ensuring automated data synchronization across all customer-facing systems and channels.
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Digital Customer Self-Service
Enhance mortgage servicing efficiency with digital self-service that enables customers to manage loan data, track accounts, and interact with loan officers within a single, unified environment.
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Centralized Case Management
Consolidate all customer and partner cases in one system, automatically classify requests, apply SLAs, and quickly assign agents and teams through digital workflows.
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Dispute Management
Ensure full visibility into customer-initiated disputes across all teams, enable collaboration on a single data source, and automate dispute validation to accelerate resolution.
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NPS & Feedback Analytics
Capture structured customer feedback, analyze loyalty using NPS, and manage engagement through controlled digital workflows.
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Omnichannel Contact Center
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Mortgage Lending
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Smart Loan Application Management
Automate mortgage application processing using 360-degree customer data to deliver personalized loan offers, streamline approvals, and ensure compliance with your internal lending policies.
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Loan Origination
Create, manage, and validate loan terms, participants, and collateral documentation in a single workspace to accelerate loan origination and maintain clear visibility across the loan pipeline.
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Loan servicing management
Manage post-origination loan processes with automated reminders, borrower self-service tools, and consistent data updates to ensure operational efficiency and service quality.
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Loan recovery
Automate loan recovery processes and increase agent productivity through centralized communication, analytics, data processing, and reporting tools.
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Smart Loan Application Management
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Underwriting and Verification
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Underwriting
Gain full visibility into mortgage application data to optimize underwriting processes and equip underwriters with detailed analytics for approving, postponing, rejecting, or adjusting financing terms.
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Verification and approval workflows
Standardize mortgage verification and approval processes with rule-based checklists and automated workflows. Control verification queues by priority, eliminate redundant manual steps, and ensure timely approvals with structured document and reminder management.
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Centralized document management
Centralize all customer documents in a single system with version control, duplicate handling, and automated synchronization across workflows. Manage access rights flexibly while keeping documentation structured and easy to track.
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Underwriting
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Compliance
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Know your customer
Ensure complete and accurate customer profiles using a centralized approach based on a unified CRM database, automated data verification and deduplication, enterprise-level data security, and AI/ML-powered analytics.
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Risk identification and classification
Systematically identify, classify, and analyze risks using a digital risk catalog with cross-linked data and deep analytical views.
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Escrow payment management
Manage escrow payments for taxes and insurance with clear tracking, accuracy, and regulatory compliance.
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Internal audit and controls
Strengthen internal audit and controls with automated data validation, anomaly detection, and centralized reporting across unified workflows.
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Know your customer
Ready-to-use products for your business acceleration
Discover more
Customer success and genuine care
Schedule your guided Banza demo now
Request a free demo to see how BANZA can help your business transform and scale.
Request Live DemoLoyalty
Аutomation of loyalty
programs of any complexity
Chatbot constructor
Smart chatbot designer for 24/7 service for your customers
Corporate Lending
Intelligent product for corporate and SMB lending process acceleration