Financial Services

The OneStop™
Client Interaction Hub for lending

Streamline case workflows, manage your practice, and engage your clients.

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Manage the lifecycle, from clear to close.

Convenience and trust are pillars of successful client relationships. With the Moxtra OneStop Suite, your organization can streamline and manage customer relationships — with persistent history and an audit trail of all interactions. Convenience and trust are pillars of successful client relationships. With the Moxtra OneStop Suite, your organization can streamline and manage customer relationships.

OneStop for your clients,
OneStop for your organization.
Digitally transform your client interaction experience. Moxtra's OneStop Client Hub includes.
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Client, Business, and Management Portals
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Client-centric workflows
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Integrated interaction
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Personalized, white-label experience
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Transactions
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Best-in-class security
Enhance your client experience
Provide an interactive lending experience, in your client’s pocket. Support the entire lending client lifecycle in your OneStop Client Hub.
Moxtra Workflows for Lending
Streamline your lending process
Customize and automate processes to increase convenience, save time, and provide a modern digital mortgage experience for borrowers.
Moxtra-powered OneStop Client Hub for mortgage brokerage
Powerful interactive capabilities
Provide clients with built-in capabilities including secure messaging, document collaboration, digital signatures, video meetings, co-browsing, virtual data rooms, and more.
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Break down bottlenecks
Break down time-consuming bottlenecks and collect documents faster, accelerate approvals, accept more applications with less effort, automate routine tasks, and drive operational efficiency.
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End-to-end management
Synchronize data and disparate channels, and eliminate information loss. Gain oversight into goals, monitor staff performance on an ongoing basis, and identify areas where you can improve.
Bank-grade security
Moxtra is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, and PSD2.
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Control Cards moxtra
Roles and permissions
Designate roles and permissions for your clients, advisors, loan officers, legal staff, and others. Manage responsibilities for appropriate information flow.
Your branded digital portal
Provide a secure digital client portal on mobile and web, under your brand, for borrowers to interact with your staff and execute on milestones from initial interest to loan close.
Moxtra-powered portal on web

Accelerate lending
processes including

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Origination
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Title & settlement
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Disclosure collection
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Disclosure management
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Appraisal orders
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Underwriting approvals
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Pre-qualification
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Loan applications
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Status updates
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Due diligence
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Application intake
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Multi-party approvals

Bank of Queensland is one the largest banks in Australia, with over 160 branches nationally. Their app, Pocket Banker, streamlines paperwork-heavy mortgage and loan processes for clients and relationship managers.

" With our app, I can keep clients apprised through every step in the process. Having a thread of context within the app just makes clients feel like the communication.

Kate Pawlicki
Founder & Broker, Modern Properties
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Modernize your client interaction experience.
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