SWBC - Unity
Enhance Cross-Selling with SWBC UNITY. Integrated to the Temenos LMS Loan Origination Module.
The SWBC UNITY connector allows financial institutions to present and cross-sell loan protection products using SWBC’s UNITY® software directly through Temenos LMS Origination.
Key Features
Enhance Cross-Sell Opportunities
The SWBC UNITY connector provides loan officers with the ability to quickly and accurately support cross-sell opportunities during the loan generation process for Guaranteed Asset Protection (GAP), Extended Warranties (MBI & VSC), Credit Insurance and Debt Cancellation.
Workflow Integration
Information needed to quote and cross-sell multiple UNITY products is automatically presented as part of a custom loan origination workflow. This functionality provides process consistency and ensures UNITY products are presented as part of each new loan.
Reporting and Analytics
With the SWBC UNITY connector, reports and analytics can be generated to determine success rates, track performance overall, by branch or user, and create effective coaching and incentive programs.
Seamless Document Creation
All documents associated with UNITY point-of-sale products are automatically generated as part of the workflow step in the Loan Origination module and printed at the end of the loan cycle along with all other loan documents.
Benefits
Increase Sales
The SWBC UNITY connector ensures GAP and MBI are discussed with each new loan applicant, increasing efficiency and the likelihood of a successful sale.
Eliminate the Need for Multiple Programs
Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools needed to utilize UNITY can be accessed directly in the Loan Origination module.
Decrease Human Error and Data Entry
Information from the Temenos database is automatically sent to UNITY and pre-populated on-screen. If any data is added directly to UNITY, the changes are immediately transferred and saved in the Loan Origination module, providing seamless, real-time integration between the two systems.