Finsure have announced a new feature that can help brokers to manage their customer’s journey to getting a loan approved.
The aggregator’s Client Centre feature has been added to their CRM platform and will now allow brokers to interact with their clients on an ongoing basis, with customers able to submit documentation and have compliance performed automatically.
“The Client Centre is an extension of the Infynty platform, and it uses innovative technology to allow brokers to interface with their customers through an online survey,” said Simon Bednar, general manager aggregation at Finsure.
“With Covid, it’s impossible to get together, so it allows brokers to meet with their customers online using a survey to collect financial information relating to a loan as well as providing opportunity to upload documentation.”
“We built it in such a way that it allows customers and brokers to communicate with each other, so it’s not a one-way interface like some of the more traditional document collection vehicles, it’s a two-way portal.”
“It’s like a Facebook environment where a client can chat with a broker live. Live chat is integrated into the broker’s Infynity platform and it’s completely compliant with our compliance framework.”
“The customer can request new finance, they can request a financial health check, they can complete a factfinder online application that is like a questionnaire.”
“We use AI and machine learning to prompt the customer in such a way that they believe that it is a someone them questions rather than a robot – it’s very intuitive.”
“Once they complete that application, it’s automatically available to the broker to review. The system uses machine learning to determine what documents are needed to for the customer to upload to comply with that loan and the broker can review them.”
“Tax file and things that are confidential, which normally would be manually redacted are automatically taken out by the AI. The broker can then request manually what they might need as they pursue that application, if it required after the fact.”
