Perfios

PERFIOS SWITCH

Out-of-the-Box Platform for Automating End-to-End Mortgage Lifecycle

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

Benefits from Perfios Switch

Increase Revenue

By processing more loan applications in less time

Improve Customer Satisfaction

With personalized offer recommendations

Enhance Productivity

By saving cost and time with end-to-end automation

Cutting Edge Features that Win Big

Bank Integration Hub

Seamlessly integrates with multiple banks, ensuring a comprehensive and real-time financial overview.

Informative Reporting Suite

Access detailed reports for in-depth analytics, offering valuable insights for strategic decision-making.

Intelligent Decision Engine

Enhance decision-making with our intelligent decision engine, leveraging real-time data for more accurate credit assessments.

Bank Eligibility Calculations

Streamline eligibility assessments with our feature that calculates bank eligibility, minimising risk and optimising approvals.

Secure Client Data Storage

Ensure data security and compliance with our robust client data storage system, prioritising confidentiality and integrity.

Efficient KYC Processes

Enhance Know Your Customer (KYC) procedures, making compliance seamless and secure.

Client-Centric Loan Management System

Efficiently manage client interactions through a robust client management module and workflow efficiency.

Swift Quote Generation & Effortless Online Applications

Accelerate decision-making with advanced quote generation tools that provide accurate assessments in real-time & simplify the application process for clients.

How it Works?

LMS Integration

Seamlessly integrate with your Loan Management System for a smooth transition.

Manage Accounts

Set up approved accounts in the LOS and manage your loan application workflow seamlessly.

Gather Insights

Extract accurate data from app screens & third-party sources through automated validation.

Make Decisions

Implement intelligent decision mechanisms aligned with regulations and policies.

Roll-out Offers

Communicate decisions leveraging centralized control to applicants with relevant details.

Perfios Switch Advantage

10+

Pre-integrated Perfios’ analytic solutions

Compliant

With global standards of Infosec

3 Days

Easy go-live

White- labeled UI

With custom themes

Experience mortgage operational excellence with Perfios Switch

The easiest integration decision you'll ever make.

Experience mortgage operational excellence with Perfios Switch

The easiest integration decision you'll ever make.