Integrations

Amazon Web Services (AWS) allows quick and secure hosting of application accessible from any part of the world.

• Agents can access ORION from anywhere as its cloud-based software solution.
• Massive transactional activity for your Business is performed smoothly in ORION with AWS reliable and secure global computing.
• Delicate business information is protected with end-to-end Secure dataflow.

Amazon Connect is a cloud-based support assistant that relies on contact flows, routing, analytics, and voice interactions to setup natural chatbot experience.

• Managers can create automated replies for providing unique experience for potential customers.
• Incoming queries can be redirected to the “Best” available Agent based on Agent profiles.
• Agents can set up automated reminder calls to customers for payment reminders, etc.

Amazon Pinpoint assists in collecting usage attributes and metrics for identifying trends in how customers are interacting with Business.

• Managers can run campaigns and set up emails, SMS, push-notifications and more.
• Various trigger points for dispatching emails/SMS can be created at any event in the loan processing cycle.
• Managers can determine customer behavior on entry forms and customer-facing mini application via analytics that gathers clicks and mouse movements.

Twilio solutions provides excellent business purpose communications like calls, SMS, buying numbers for different countries, etc.

• It Serves as the built-in communication engine for calling and SMS notifications delivered to Customers at various steps of Loan Application life cycle.
• Smooth uninterrupted communication for Agents, rated 99.95% as per SLA.
• With Twilio, Agents can easily contact respective customer with a single click from within the application.

GreenID is an identity verification system that accelerates application processing by providing real-time verification.

• Leads falling in ORION, via various data gathering sources, are already screened through GreenID Verification. Removing possibility of fraud leads in ORION.
• Agents do not need to manually verify customer identification – saves time & removes possible human errors
• Makes Application processing in compliance with various government mandatory requirements.

Hubspot being a comprehensive CRM tool assists in creating a centralized hub for marketing, sales, service, and operations of the business.

• Agents can handle the potential leads received via websites while managing them as they covert into sales.
• Agents can track all communication regarding specific applications in ORION and follow up on them as required.
• Leads from Hubspot directly transition into ORION Application without manual data entry.

Equifax provides detailed credit history and credit score for the customer, which assists in decision making process.

• Agents can execute Equifax from within the respective customer loan application.
• Equifax executed instantly, required mandatory information pulled from the application form.
• Equifax report received as pdf attachments in respective customer’s application.

MS SharePoint provides a rich collaboration environment for its users to come to a common virtual space for discussion and demonstration.

• Agents employ MS SharePoint for team meetings specially for meetings requiring presentations or discussions.
• MS SharePoint makes it easy for Agents to hand over Loan Application to another Agent without having to get him up to speed.

MS Outlook is one of the simplest yet powerful email client with integrated calendar to keep track of appointments.

• Allows Agents to manage all emails to and from customers in an organized manner.
• Integrated calendar acts as reminder system allowing Agents to set up reminders for different loan applications.

Illion Bank Statement hosts the entire bank information for customers and is accessible to individuals at any time.

• Illion Bank Statement integration makes it easier for Agents to request for Customer’s Bank Statements via emails and mini-Applications.
• Bank Statements that the customer pulls are directly received in the Attachment Component of respective customer’s application.

Adobe PDFs have earned the status of corporate filetype for documentation over the years due to its security and encryption.

• Customized PDFs files can be generated across various processes that require documentation as a part of legal compliance.
• Agents can request digital signatures from customers that are embedded in pdf files printed.
• Sensitive information is secure while generated in PDF files with read-only mode or password protection.

Glass’s Guide provides all there is regarding vehicle identifications including data and insight.

• Agents can pull data for any vehicle based on integrated search that shortlist data in real-time allowing to quickly select the desired vehicle.
• All relevant information with all relevant vehicle specifications can be pulled within seconds.
• Data pulled from Glass’s is automatically filled in relevant fields, which eradicate chances of possible human errors.
• Glass’s Guide also provides pricing and valuation for the vehicle being searched.

Mailchimp is a strong email management tool, which assists in organizing email lists, automating email and email marketing.

• Agents can set up automated emailing with customized templates.
• Set up wide range of mailing list assigning different templates to east mailing list depending on application statuses.
• Create triggers within loan application cycle to dispatch automated emails.
• Agents can organize list of customers that abandoned their application midway and dispatch mass emails to retarget.

Ipstack offers powerful and real-time IP location data while assessing potential security threats to ensure the business safety.

• Allows Agents to know the exact location for logged in Customer.
• Creates a location stamp of Customer for later reference, especially when Agents require Customers to digitally sign documents.
• Provides better insight to Agents about the geographical location of Customers, which can be use as marketing data.

Lixi provides standards that enable efficiency in lending and other operations by ensuring compliance and customer experience.

• Facilitates collaboration to improve efficiency of data exchange for Agents.
• Industry set standards allow Agents to quickly communicate required datasets across lending platforms
• Innovative approach of Lixi supports the Agents in ensuring local regulations and compliance requirements.

TIBCO Jaspersoft makes it possible to embed reports and dynamic dashboards within the application.

• Allows custom made reports easily embedded into the application.
• Reports can be designed exactly as required with visualizations to meet the specification.

• Assists Agents in address verification and validation for Customer’s entered data.
• Address splitting functionality easily splits address into separate address fields like suburb, street #, etc.
• Improves Customer experience by providing address autocomplete picklist, which speeds up address entry and removes possible errors

SMTP2Go allows easy, reliable, and fast tracking of emails without worrying for email delivery status.

• Allows Agents to send email to Customer from within the ORION Application.
• Email delivery status, email opened status and related customer interactions are recorded and available to Agent.