One platform to automate mortgage workflows and CRM

with no-code

Streamline the mortgage customer journey and automate operational workflows to accelerate loan processing

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Creatio

Business 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 

Sales and Service
Marketing

Expand your portfolio 

Improve key performance indicators

Elevate your business in industry rankings 

to TOP positions

Grow your mortgage business with the Banza team

  • Sales

    • Lead Management
    • Opportunity Management
    • Cross-Sell and Upsell Recommendations
    • Sales Activity Management
  • Partners & Referrals

    • Partner Data Management
    • Referral Analytics and Insights
    • Collaborative Partner Engagement
  • Marketing

    • Segmentation
    • Campaign Execution & Optimization
    • Personalized Email Campaigns
    • Event-Based Lead Generation
  • Front-office

    • Mortgage Consultations
    • Centralized Borrower Management
    • Onboarding
    • Mortgage Portfolio Management
  • Borrower Experience

    • Omnichannel Contact Center
    • Digital Customer Self-Service
    • Centralized Case Management
    • Dispute Management
    • NPS & Feedback Analytics
  • Mortgage Lending

    • Smart Loan Application Management
    • Loan Origination
    • Loan servicing management
    • Loan recovery
  • Underwriting and Verification

    • Underwriting
    • Verification and approval workflows
    • Centralized document management
  • Compliance

    • Know your customer
    • Risk identification and classification
    • Escrow payment management
    • Internal audit and controls
MAKE IT EASY
MAKE IT EASY
MAKE IT EASY
automate sales & servise
CRM & BPM
portal
AI chatbot
lending

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Customer success and genuine care