Loanone is a standardized, tried and tested software solution for the digital processing of the entire mortgage process - including extensive CRM functionality.

Loanone has a modular structure, is platform-independent, user-friendly, scalable and can be seamlessly integrated into the existing IT landscape. With continuous development, we benefit from the innovation and contributions of a diverse community.

Tailor-made, personalized financing solutions create an added value for customers and minimize the processing effort and the risk for the lender. This gives the advantage of not having to invest in human resources, training or IT systems.

Loanone covers credit analysis and administration processes and supports investment foundations, banks, insurance companies and pension funds. It promotes efficient use of all sales channels, offers interfaces to relevant systems and enables efficient end-to-end processes.



  • Customer-centered banking: The system offers comprehensive, complete and up-to-date customer data at all times. It offers multi-client, multi-language and multi-currency capability.

  • High integration capability ensures smooth connection of external and internal systems and creates digitized end-to-end processes.

  • Omnichannel capability ensures a trouble-free, cross-channel process flow and the optimal use of the most suitable processing and communication tools at all times.

  • Central hub: All participants, channels, data and systems are integrated in an automated process, thus ensuring efficient, transparent processes.

  • User Experience: The interfaces are optimally adapted to each user group and each device and the system guides the user through the process.

  • Loanone is available as a SaaS solution. Depending on the desired level of integration and comfort, it is possible to make individual adjustments.

More than a mortgage loan solution - CRM functionality

Loanone not only enables the entire mortgage process to be processed digitally, it also takes customer care to a new level. With extensive CRM functionality, it ensures the completeness and quality of customer data and history and offers a 360° view. Automated processes increase the chances of success in acquiring new customers, customer loyalty and exploiting customer potential.

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.