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