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

Put your community brand on, change your colors and invite tenants to the tenant channel. Congrats! You have a personal progressive web app (PWA).

Don't forget to try  HapPhi SuperSearch to run at levels of efficiency never thought possible.

How to get setup with HapPhi for community management

It’s easy to get started with a community management HapPhi program. Here’s how:


Sign up for a free trial with HapPhi

You will need your name, logo, color code and no credit card. Kick those tires with no contracts and start to fall in love!


Upload your contacts and data

Start communicating right away after bulk uploading.


Invite to your channels

Each channel has its own unique invite link.


Free advertising is a customer benefit

HapPhi has geo-venue-based advertising that you can provide for free. All participating screens are geo located for your tenants to find and use.


Get real-time feedback

Start messaging including audio/video. It's all instant.


SuperSearch and Artificial Intelligence to the rescue

The word of the day is "efficiency" with HapPhi SuperSearch!

Helpful resources for HapPhi services:

Marketing guide

Donor assistance

Grow your subscriber list

Creative campaigns for the hotel

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!