HapPhi for Mortgage and Banking

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.

Why HapPhi for mortgage companies and banks?

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.

What is HapPhi for mortgage companies and banks?

  • 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

Benefits of HapPhi for mortgage companies and banks

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.

  • Recruit and retain key customers.
  • Offer real estate agents and referral partners free ads with HapPhi Venue Ads.
  • Avoid all SPAM filter issues with HapPhi Chat.
  • Organize and share documents with HapPhi Artificial Intelligence (AI).
  • Segment out your channels using HapPhi Channel Chat for organization and intranet.

Uses for text messaging service for nonprofits

  • Send conditions sheets in real-time with no SPAM filters
  • No lost time on files that lead to panic
  • Approach realtors with unique benefits to form relationships
  • Build customer and referral lists with channel invites and gamification
  • Reduce employee and customer attrition through engagement and success
  • Coordinate events and emergency notifications in real-time

Provide a Personal App with HapPhi White-Label

Swap logos and colors and our world becomes your world.

Discover the power of organization and HapPhi Marketing using HapPhi white-label.

How to get your mortgage company or bank set up with HapPhi

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!

Helpful resources for HapPhi services:

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

Nonprofit text message templates

Benefits of HapPhi technology for banks and mortgage companies

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.

  • Close loans with more efficiency.
  • Provide your own branded app.
  • Avoid costly spam filters .
  • Organize your life.
  • Channel intranet, chat and SuperSearch will add levels of efficiency and power you'll love!

Get started with HapPhi today

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.

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