What is HapPhi for mortgage and banking?
Great communication is the key to finding prospects and gathering documents to close with no delays. HapPhi solves organizational and efficiency issues at all levels of the mortgage process.
Mortgage companies have unique challenges keeping employees organized, differentiating themselves from their competitors and retaining customers. HapPhi Artificial Intelligence automatically organizes so each employee can be more productive.
HapPhi Chat ensures Loan Conditional Approvals don't get lost in SPAM filters
HapPhi SuperSearch means finding key documents has never been easier
Provide your customers with gameification to keep them engaged year-round
Segment chat-channels so your employees, customers, brokers, real estate agents and family/friends are all segmented
Each channel becomes it's own intranet for kep file organization and sharing
Every aspect of the business outside the loan origination system is enhanced so employees can operate at a higher level of efficiency.
Recruit and retain key employees.
Swap logos and colors and our world becomes your world.
Discover the power of organization and HapPhi Marketing using HapPhi white-label.
It’s easy to get started with HapPhi for mortgages and banking. Here’s how:
Sign up for a free trial with HapPhi
Submit your information and your application is underwritten and approved instantly.
Upload your contacts and data
Bulk upload any and all files you want to see organized. Contacts can be uploaded via spreadsheet (.csv)
Send invites
Begin by inviting your underwriters, processors and fellow loan officers to join your HapPhi channels. Each channel segments your members automatically. Make sure you invite your realtors!
Provide free advertising as a customer benefit
HapPhi has geo-venue-based advertising that you can provide for free to your realtors. Your agents will love the gamification offered through your new product!
Get real-time feedback
Group, mass "BCC" type communication or 1:1 chat. All chat is real-time.
Use SuperSearch and AI to manage data
Everything is faster and easier through HapPhi. Maximize efficiency with HapPhi SuperSearch!
Marketing guide
Donor assistance
Grow your subscriber list
Creative campaigns for the bank
Write a great event sign up message
Create and store and share organized content
Avoid all email and SMS compliance
Engage at higher levels
There are countless benefits of HapPhi for mortgage companies. You'll especially love offering your own app through HapPhi White-Label. .
Offer realtors a unique benefit.
Access all HapPhi features free for 30 days, then decide which plan suits your needs.
First 1000 people on the list get 100 free tokens.
