Credit Origination – Mortgage

Building and keeping excellent relationships with applicants using automated processes

We manage the entire process for mortgage applications, including document analysiscontract draftinglegal validationescrow accounts releasecustomer service for questions, and closing. All steps are automated, providing agility and efficiency throughout the process.

Accomplishments

60 %

process time reduction

30 %

of Brazil’s total mortgage portfolio

+ 400 k

approved mortgages

Benefits

Improved CX

Shorter response time and continuous status updates.

Speed

Agile and efficient process handling.​

Efficiency

End-to-end application tracking, with no pending issues generated.

Differentiators

Integration with the whole lifecycle, including post-selling and collection.

Agile management process with a high-security level when handling confidential documents.

Cross-selling for insurance policies and/or new services.

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