PERFIOS SWITCH
Out-of-the-Box Independent Platform for Automating Mortgage Cycle
Perfios Switch embraces AI to empower mortgage brokers to automate mortgage operations by seamlessly connecting Clients, Banks, Valuation Agencies, Insurance Providers, and Field Verification Agents
Perfios Switch Advantage
10+
Pre-integrated Perfios’ analytic solutions
Your Data
Is always private and secure
3 Days
Easy Go-live
Customizable UI
To match your Brand’s look & feel
Benefits Perfios Switch Offers
Increase Revenue
By processing more loan applications in less time
Improve Customer Satisfaction
With personalized offer recommendations
Save Cost & Time
with end-to-end automation
Cutting Edge Features that Win Big
Source Integration & Lead Filtration
Integrate with referral partners such as real estate brokers and wealth managers for leads and prospective customers.
Lead Management
Efficiently manage the client journey from lead generation to closure.
Quote Generation & Online Applications
AI-based advanced quote generation tool to enable mortgage brokers to offer the most suitable options to clients.
Unified, Real-time Operations Dashboard & Reporting
Access a comprehensive dashboard offering real-time insights into operations and generate end-of-day reports for managers and admins to monitor key metrics.
Real-time Client Communication & Reporting
Manage client interactions through a pre-built client management module & access real-time detailed reports for strategic, rapid decision-making.
Tools & Calculators
Advanced analytical tools to assess customers’ eligibility against banks’ lending criteria.
Referrals Management
Manage referrals efficiently and streamline user logins for a smoother, user-friendly experience.
Integrated Solutions
Utilize Perfios advanced solutions such as Bank and Financial statements analyser, KYC solutions, and multiple mortgage calculators
Real-time Updates
Communicate decisions leveraging centralized control to applicants while empowering various parties to track applications in real-time.
How it Works?
Integrate
Seamlessly integrate with Banks' Loan Management System for smooth transition.
Set-up & Manage
Set up approved accounts in the LOS and manage your loan application workflow seamlessly.
Extract
Extract accurate data from app screens & third-party sources through automated validation.
Implement
Implement intelligent decision mechanisms aligned with regulations and policies.
Communicate
Communicate decisions leveraging centralized control to applicants with relevant details.
Experience Mortgage Operational Excellence with Perfios Switch
The easiest integration decision you'll ever make.
Experience Mortgage Operational Excellence with Perfios Switch
