Keep lending conversations connected to the process
appTRAKER brings communications into the lending workflow so messages, notifications, requests and responses can remain connected to the application and the activity surrounding it.
From automated status updates to two-way applicant conversations, communication can become part of the origination process instead of another disconnected channel.
Communication throughout origination
Different stages of lending require different types of communication. appTRAKER can support communications involving:
Communications can be initiated by users or incorporated into configurable workflows and automation.
Connect communication to workflow
Communication becomes considerably more useful when the platform understands why it is being sent.
appTRAKER rules and workflows can help trigger communications based on application activity, status, requirements or other lender-defined conditions. That allows communication to participate naturally in processes such as:
Application → Underwriting → Verification → Documents → Decision → Funding
Configure repeatable follow-ups, document requests, status updates and reminders as workflow actions.
Extend the communication experience
Purpose-built appTRAKER products provide communication capabilities for different participants.
Explore CONNECT, myLOAN, Dealer Portal and automation and rules.
Keep the conversation with the loan
Lending communication should not disappear into individual inboxes, personal phones or unrelated messaging systems.
appTRAKER helps keep communication connected to the application, workflow and the people responsible for moving the transaction forward.
Send the update. Get the response. Keep the conversation connected.