Mortgage Proposal Demo

The following modules and products were used in the creation of this demo:

  • EngageOne Connect
  • EngageOne Converse
  • EngageOne Video
  • EngageOne Digital Self Service


Demo Description

This demo was created for prospects in the financial services industry. It walks through the process associated with a written mortgage proposal. The demo addresses a common struggle in the industry; difficulty reading PDF communications on a smart device. The demo shows our solution, emphasizing document optimization and access across devices, the ability to sign the proposal directly from a handheld device, and using a contextualized chat bot to ask questions about the proposal.

Click the image to view a video walkthrough of the demo, or click here.

To access the demo itself please visit the Global Demo Platform.

Leave a Comment