Self-Service Account & Loan Origination
Watch | How A Centralized Lending Platform Can Support Growth In The New Era of Lending
As consumers become increasingly accustomed to the “on-demand” culture from the likes of Netflix, Amazon and Uber, it’s only a matter of time before they demand it from their financial services provider.
Brochure | Doxim Self-Service Account & Loan Origination
Consumers today want to choose how and when they interact with you. With Doxim Self-Service Account and Loan Origination, they can do just that.
Read | What’s Killing Your Digital Account Opening Rates
Credit unions and community banks know which way the wind is blowing. Today, more than 40% of banking customers indicate that they want to perform their banking entirely online, through digital channels.

Make Omni-Channel Banking A Reality
Increasingly, consumer are shifting their loyalties to institutions who can provide instant service with seamless omnichannel experiences. Consumers today want to choose how and when they interact with you. With Doxim Self-Service Account and Loan Origination, they can do just that.
You can now offer your customers the convenience of banking 24/7, from the comfort of their homes, using the channel of their choice, whether it be online, mobile or in-branch. It doesn’t just stop there, with a direct integration into Doxim User-Assisted Account and Loan Origination, your FI can deliver a cross-channel consistent origination experience wherein customers have the flexibility to seamlessly switch between channels to complete an application.

Experience Accelerated Deposit & Loan Growth
Consumer preference for online account opening and lending is shifting in record numbers. Is your origination technology positioned to help your financial institution take advantage of this market share?
Expand your footprint beyond physical branch locations and capture new marketshare. Doxim Self-Service Account and Loan Origination equips your acquisition team to engage, action and convert web-traffic leads immediately, resulting in shorter lead-to-revenue times. And if leads happen to abandon an application, not to worry. The integration with Doxim User-Assisted Account and Loan Origination will capture lead details in real-time and automatically save them as a prospect for immediate follow-up. Once leads are converted, the direct integration with Doxim CRM ensures customers are effectively onboarded by automatically triggering an onboarding workflow.
A Robust Self-Service Solution For All Your Digital Origination Needs

Originate loans and accounts in a single flow
With both loan and account modules, consumers can originate any product type, from basic checking and savings accounts to loans or lines of credit

Real-time ID verification
Digitally verify your client’s identity through multiple checks including photo id capture, document verification and facial biometrics.

Omnichannel support
Give customers the flexibility to seamlessly switch between their channel of choice (online, phone, or in branch) to complete an application by leveraging the direct integration to Doxim User-Assisted Account and Loan Origination.

Joint applications
Offer customers the convenience of submitting joint applications even while each applicant is remote from one another.

Multi-product support
Supports shopping cart style product “vault” to select multiple FI products during a sing

Fraud prevention
Defend against fraud through Doxim’s unique social biometric processes which provide complex user scoring and user authentication analysis.

Real-time funding and approvals
Customers can get instant approvals with straight through processing supported by core banking system integrations and can digitally fund their accounts through a variety of options including credit card, EFT and Interac.

Recover abandoned applications
Automatically feed abandoned or incomplete applications into recovery campaigns through Doxim CRM, to encourage prospects to complete their application or explore other products.

Account feature switching (coming soon)
Customers can quickly transfer direct deposit and recurring payments so you can instantly become their primary financial institution.