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Interact Application Suite

A suite of pre-built pre integrated easy to configure services that work alongside your system.

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We provide financial services providers, including banks and building societies with the option to greatly enhance their customer-facing digital platforms in an efficient, cost-effective manner.

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Platform

Increase your mortgage retention rate

With Interact Switch

Make it easy for customers to switch to a new product at the end of their current offer period online.

Make it easy for customers to switch to a new product at the end of their current offer period online.

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Key features of

Interact Switch

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Secure sign-in functionality

You can add secure sign-in functionality to your site using unique customer data and sending a one time passcode to a users phone. Interact Switch securely handles failed attempts and elapsed time periods.

Users can also agree to terms and conditions, as part of the sign up process

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Primary and sub-accounts view

Interact Switch provides you with a full picture view of your primary mortgage account as well any accounts from further borrowing. 

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Personalised illustration (ESIS)

We can generate an ESIS European Standardised Information Sheet) to the customerThis is specific to the mortgage the customer is wanting to purchase so they have a full view of the costs and terms involved

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Compare and renew mortgage products

Interact Switch allows your customers to view and compare product offers in their dashboard. Customers can view multiple different products side by side for greater clarity.

SWITCH Notification
SMS & Email notifications

Keep customers notified via SMS and Email with mortgage product information such as when their deal is coming to an end.

Users can log on to see an overview of their mortgage information, switching options and see how their switch is progressing. 

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Real-time records of customer activity

Interact Switch’s agent portal gives mortgage lenders the ability to see a real time record of customer activities as they happen. You can track their progress through the switching journey and support them when they need it.

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Introducing Interact Switch

Specifically built for mortgages, Interact Switch allows users to digitally switch mortgage products at the point of maturity.

Make it easy for customers to switch to a new product at the end of their current offer period online.​

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Allow customers to compare multiple mortgage products

Interact Switch allows your customers to view and compare product offers in their dashboard. Customers can view multiple different products side by side for greater clarity.

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Allow your customers to easily log in

You can add secure sign-in functionality to your site using unique customer data and sending a one time passcode to a users phone. Interact Switch securely handles failed attempts and elapsed time periods. Users can also agree to terms and conditions, as part of the sign up process.

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Focus your time on the customers that need it

Interact Switch’s agent portal gives mortgage lenders the ability to see a real time record of customer activities as they happen. You can track their progress through the switching journey and support them when they need it.

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Keep customers in the loop

Keep customers notified via SMS and Email with mortgage product information such as when their deal is coming to an end. Users can log on to see an overview of their mortgage information, switching options and see how their switch is progressing.

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Download user guide

For more information about Interact Switch, download our user guide below.

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