finova strengthens senior leadership team with strategic vision for growth
December 17, 2024
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.
Book a demoBenefits
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.
EXPERTISE YOU CAN TRUST
Powered by Apprivo
Leverage the power of our award-winning Apprivo technology, developed for and used by leading financial institutions.
Learn more about ApprivoSwitch 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.
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.
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.
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.
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.
Book a demo
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