Glance for Digital Lending

Competition is fierce in the lending market because regulation and other factors have caused loan products to become commoditized. You can rise above the competition by creating a digital loan origination app with the best CX.

Even with the best digital loan origination app, the process is complex and drawn out. Borrowers must upload documents, review disclosures, and fill out forms. Banking jargon can be confusing. It is common for the process to stall or be abandoned completely because of confusion and complexity.

Adding Glance to your digital loan origination app can help you close more loans, faster, and build loyalty with borrowers.

Guide Borrowers Through the Complexity

Glance lets the loan officer join the borrower in the app. The loan officer can see the screen of the borrower and understand exactly where and why the borrower is stuck. The loan officer can guide the navigation of the borrower, following along as the borrower navigates from page to page, all the way through the e-signature process.

Glance Guided CX Solutions

Present Options and Deliver Expertise

Glance allows the loan officer to present proposals and deliver expert advice to help the borrower choose the loan or line of credit option that is the best fit. Glance showcases the expertise of your loan officers, turning them into trusted advisers and driving higher customer loyalty.

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Close More Loans, Faster

Loan officers can address and resolve questions in-the-moment, removing obstacles and shepherding applications through to completion. Glance is proven to shave days off your average close time and increase the throughput of your team.

Security & Privacy Compliance

Glance is engineered to comply with financial-grade security and privacy policies. Unlike other visual engagement solutions, the Glance service never uses proxy servers. Glance gives you the ability to mask customer Personally Identifiable Information (PII) from the banker’s view. Glance sessions are fully encrypted during transmission and are never stored or “at rest.” And Glance works with your enterprise Single Sign On (SSO) to authenticate bankers.

No visual engagement solution is better suited to breeze through your INFOSEC review!

What our customers are saying

At Glance, we understand the importance of providing an exceptional customer experience. Our customers are fantastic—and they think we’re fantastic too.

We’re able to jump right into whatever issue the customer may be facing and provide real-time guidance as opposed to trying to make them describe what they see on the screen.
Jonathan Crane | Senior VP, Centers of Excellence for Axos Bank
Enabling lenders to see what the customer is seeing in the digital environment and offer guidance and personalized service as needed through Glance cobrowsing is incredibly valuable.
Amy Brandt | President and CEO of Docutech
We have the ability to have our experts see what the customer sees and highlight areas to help direct the customer. Our one-way video lets the customer connect the TurboTax expert they are speaking with. It’s been a gamechanger for Intuit.
Stacie Herring | Director of Assisted Experience at Intuit
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See the problem

Glance enables your agents to instantly see what users are seeing on-screen, to quickly understand problems and guide them to a speedy solution.

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Guide the solution

The agent can highlight elements on the customer’s screen including text, graphics, form fields, and navigation controls. Agents can guide the customer and follow from page to page as the customer navigates the website or app.

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Build trust and empathy

Glance is the first complete solution for transforming in-branch financial consultations into digital meetings. Financial advisors can launch sharing sessions with the click of a button to connect with customers on desktop or mobile devices. Present portfolio performance and investment options. View the customer’s browser or app screen and guide them while they trade and transact.

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Present, demo, and consult

Glance can also show the agent’s screen to the customer — perfect for presenting and demoing to close the sale or for delivering advisory services.

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Connect with one click — no download

With a simple click of a button your agent can launch a sharing session — no need for the customer to download any software. Glance is integrated with your existing CRM and contact center technology for a frictionless workflow and effortless user experience.

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Works on any desktop computer, any mobile device

Agents can see the screen of users of your desktop software, website, browser based app, or native mobile app. Glance gives you a consistent agent and customer experience on every digital platform.

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Enterprise scalability and security

Glance is enterprise-proven in some of the largest companies and high-volume contact centers in the world. And Glance is engineered to comply with strict customer privacy and security requirements, perfect for financial services, healthcare, software, and insurance.

DigitalLendingWP cover

The Turning Point for Digital Lending, presented by National Mortgage News Magazine

Digital lending is a tough market. Regulatory conditions and easy access to competitive loan shopping sites have created a market where it is difficult to compete on loan features like qualification and rate.

  • Trends and statistics on digital lending apps
  • A review of visual engagement functionality
  • Premium customer experience
  • Security and privacy considerations
Axos Bank Call Center

Axos Bank uses Glance to improve CSAT for customers using online banking

Bankers use Glance to “cobrowse” with customers in the Axos online banking app, guiding them to complete online transactions like bill payments, fund transfers, and applications for other bank products like mortgages and personal loans.

  • Online banking support
  • Real-time on-screen guidance
  • Premium customer experience
  • Guide the customer to complete transactions

Ready to take the distance out of digital?

See how Glance enables real human connections in your digital space

Request a Demo