Enhance your entire mortgage enterprise with instant answers and automated workflows, and streamline your borrower journey.
Potential borrowers are visiting your website to find answers to all of their questions. Day or night, your fully branded chat solution is always available to accurately and instantly answer questions and qualify leads.
Borrowers and operations staff need quick and accurate answers. Capacity is readily available with answers to FAQs. Capacity works in parallel to your loan origination system. It includes direct access to guidelines from Fannie, Freddie, USDA, FHA, and VA as well as an automated mortgage glossary and FAQs pack. Capacity is able to answer more than 90% of all inquiries without human involvement. If Capacity doesn’t know an answer, the question is escalated to the appropriate internal team via a ticket or live chat, and the answer gets added to the Capacity knowledge base.
Capacity offers automated self-service onboarding for newly hired sales and operations personnel. Get your team up to speed quickly so you can keep up with the increase in volume and lender demand.
Capacity can collect borrower information on your website through a conversational AI-powered helpdesk, and route that information to your CRM for an LO to quickly follow up.
Loan officers need tools to automate repetitive tasks and to help them do their best work. Capacity empowers loan officers by providing instant answers on any device, any time of day, without logging in to individual apps.
The time your loan officers spend training is time that isn’t spent making deals and closing loans. Getting your team members up to speed quickly so they can start closing deals is critical to making sure your loan pipeline stays full.
There’s tremendous turnover in the mortgage industry (especially among loan officers). Many of them switch jobs to go to companies that offer the tools they need to better support their pipelines. With Capacity, you’re giving new hires and veterans instant, 24/7 access to every piece of actionable knowledge they need to get the job done. Your team will recognize the investment you’re making in their productivity, and they’ll thank you for it with their loyalty.