Customers don’t want to be left in the dark about the progress of their loan assessment, and neither do your brokers.
Tracker is a browser-based, self-service customer care portal. By opening up the loan assessment process to those who have the most at stake, you’re empowering both customers and brokers with full visibility and greater control.
It’s the smartest, proven way to drive more loans to settlement, designed to simplify the online experience and liberate brokers and assessors from manual processing.
All interactions are digital including regular, automated alerts and contact with assessors. Customers can upload documents and track loan progress through a simple, conversational interface on their device of choice, leading to fewer pre-settlement drop-outs.
With full visibility of all their applications and less re-keying of customer data, brokers reap the benefits of reduced loan processing time. That includes shorter time to conversion and increased rate of settlement.
Automation and AI reduce manual processing, so you can write more business with the same-sized team. Direct contact with customers means fewer high-cost touchpoints, e.g., customer service calls; less time spent processing loans means lower cost per application.
How happy will your loans team be, with loan information delivered in a timely manner? With real-time notifications? With responsive design that enables them to consistently brand the interface?
Tracker integrates with existing host systems and third-party platforms (e.g., bankstatements.com.au). Not only that, it meshes with other Sandstone products along the acquisition journey – our application platform (Apply), loan origination platform (LendFast) and digital intelligent verification assistant (DiVA).
Meanwhile your brokers and customers are able to view and interrogate every aspect of their application results: one reliable path to improved customer/broker satisfaction and brand loyalty.