Retention Portal powered by Apprivo

Redefine mortgage switching with a fully branded digital portal

Transform your customers’ mortgage switching experience with our Customer Retention Portal – a fully branded digital solution that puts control in the hands of your customers.

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Benefits

Empower your customers, boost your retention strategy

Drive customer loyalty

Increase retention rates and deliver a seamless experience that ensures customers stay for the long term.

Effortless self-serve

Empower borrowers to navigate their mortgage journey conveniently and efficiently. Switch products at their pace.

Drive operational efficiency

Reduce internal costs by minimising the manual processing of mortgage switch requests.

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EXPERTISE YOU CAN TRUST

Powered by Apprivo

Leverage the power of our award-winning Apprivo technology, developed for and used by leading financial institutions.

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Switch products with ease

Seamlessly transition your customers to a new mortgage product at the end of their term.

Log in

Customers securely access the online portal by logging into their mortgage account. Serving as a central hub, the portal offers all the necessary information for a seamless mortgage switch.

Explore available options

Customers can explore the alternative mortgage products available. Provide clear and comprehensive information about each option, empowering borrowers to make an informed decision.

Select and confirm

Allow customers to choose the mortgage product that aligns with their financial goals and preferences. The portal generates any necessary documentation and guides users through relevant payment processes.

Key features

All the features you need for a secure, easy-to-use retention portal

Self-select switch date

Allow customers the autonomy to choose a convenient date to switch, enhancing their control over the process.

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Document tracking

Track and see when customers have interacted with crucial documents, ensuring transparency and streamlined communication.

Custom branding

Make the portal your own with custom styling to match your company’s branding, reinforcing a seamless and branded customer experience.

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Mobile responsive

Fully functional on all devices for a positive customer experience anytime, anywhere.

Secure access

Data encryption, multi-factor authentication and security audits ensure the security of customer information.

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Accessibility

Built to Level AA of WCAG for a fully inclusive experience. Remove friction points and barriers for all customers.

INTEGRATIONS

Layer with your existing service provider

Connect effortlessly with your existing servicing provider for a cohesive experience. API integrations ensure customer data is synchronised across your business.

Illustration of the Apprivo Retention Switch Screen linking via an API to a servicing system

Free download

Retentions portal user guide

Learn more about how our retentions portal makes it easy to switch your customers to a new mortgage product.

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See it in action

Book your personalised demo today

See firsthand how the Apprivo Retentions Portal can transform your customer retention strategy.

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