Cloudcase
    CUSTOMER CHANNEL

    Prospective customers abandoningtheir applications?

    Lengthy forms, repeated requests for information, limited visibility and unnecessary handoffs can frustrate customers and lead to abandoned applications.

    The solution

    Customer Channel for better lending experiences

    Cloudcase Customer Channel provides a configurable, branded customer portal that guides customers through their application based on their circumstances and requirements.

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    How it works

    One portal, one consistent case

    Customers can provide information, complete identification checks, receive real-time feedback, communicate with the lender, digitally sign documents and track their application progress.

    The customer portal uses the same case, workflow, decisioning and configuration across customer, staff, broker and API channels, keeping information and application status consistent.

    Benefits

    Why Customer Channel matters

    • Reduce application abandonment
    • Improve customer experience
    • Reduce unnecessary handoffs
    • Increase application conversion rates

    Got questions about Customer Channel?

    Start a chat with our Cloudcase team to learn more about Customer Channel.