Financial Services & Mortgage

Smarter Deals, Faster Closings

Streamline, Comply, and Close Faster.

Servis.ai’s Financial Services & Mortgage stack provides an integrated suite of apps to manage accounts, loans, underwriting, wire transfers, compliance, and workforce management. With built-in HR tools, track agents, recruit top talent, and ensure smooth operations—all in one powerful platform.

Accounts & Contacts

Manage relationships with clients and businesses by tracking finances, communications, and key interactions.

Companies

Track financial institutions, mortgage firms, and partners, storing key details, transactions, and regulatory status in one place.

Loans

Streamline loan processing with automation and document management for faster, compliant approvals.

Financial Transactions

Keep a clear audit trail for all financial movements.

Workforce Management

Monitor workloads, assign tasks, and optimize team efficiency with tools designed for financial professionals.

Document Management

Securely store and manage loan applications, client files, underwriting reports, and compliance documents in one system.

HR

Track agents, onboard new hires, and streamline recruiting processes to build a strong and compliant financial workforce.

Seamless Connections, Smarter Transactions

Track and maintain the equipment critical to your productions.

Insights That Drive Smarter Decisions

Focus on creativity while Servis.ai handles the details.

Begin your journey today and discover the impact of servis.ai

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