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.
- Use the Contacts and Companies apps to manage borrower relationships and institutional partnerships.
- Assign agents efficiently with the User Tracking and Agents apps for a smooth customer experience.
- Automate workflows across the Loans, Underwriter/CPL, and Documents apps to reduce manual tasks and processing time.
- Centralized document storage with access controls ensures data security.
Insights That Drive Smarter Decisions
Focus on creativity while Servis.ai handles the details.
- Connect your existing financial tools for a unified workflow.
- Generate detailed reports on loan approvals, wire transfers, and workforce efficiency.
- Track agent performance and financial KPIs with real-time dashboards.
- Centralized document storage with access controls ensures data security.