More than a mortgage loan solution - CRM functionality
A complete overview of potential and existing customers is possible with CRM – in real time, without redundancies or inconsistencies. CRM-own data are combined with those from all available and relevant external sources and subjected to an intelligent analysis. This analysis provides an insight into customer interests and enables a needs- and life-cycle-oriented, personalized approach and customer experience.
The scope of the software is determined by the customer: from credit analysis to document management, we offer a complete mortgage processing platform including subledger accounting (management of limits, interest settlement, etc.). On request, a connection to an existing accounting system using an API interface is also possible.
Key technical data
Bank Vontobel successfully uses the Loanone software solution and benefits from the efficient handling of their loan cases. "With the digital application of Avobis Uniquare AG we are much faster and there are fewer errors in the entire loan processing. We are extremely satisfied with the partnership with Avobis Uniquare AG", explains François Sierro, Head of Loans, Bank Vontobel.