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MobiBranch allows your Branch to reach

  • More Customers and Members
  • More Accounts and Loans
  • More Exposure of your Brand and Marketing
  • More Convenience and Better Service


What can it do?

MobiBranch expands your branch reach further into your community.

Streamline your branch functions. Simplify operational tasks between staff at head office, branches, and mobile services.

Who is it for?

Financial institutions looking for opportunities to mobilize staff and perform branch functions in new locations.

Employees looking to securely perform branch functions outside of the branch with tablet and smartphone apps

Why use it?

Expand your branch network further out in your local community.

Mobilize a branch and set up in a new location for a fraction of the cost of a bricks and mortar branch.

Self-Signup Portal

Allow your customers and members to sign up and apply online for new accounts and loans. More →

Credit Scores

Approve a loan out of the branch. Access mobile credit scores quickly and simply with full credit bureau integration. More →

Digital Signatures

Sign documents directly on the tablet or smartphone. Record and protect signatures with built-in digital forensics. More →

Mobile Payments

Accept mobile payments quickly and easily for new account openings, fundraisers, and charity drives. More →

Tablet and Smart Phone Apps

Your employees can go mobile and bring the branch with them on a tablet or smartphone app. More →

Employee Online Access

Access full branch functionality in a Web browser with the Employee Online Portal. More →

Collaboration

Let your employees connect with each other through the collaboration module. More →

Save Paper. Go Green.

Reduce paper use in the branch by handling account and loan forms digitally. More →

API

Built-in API makes it easy to integrate with external systems. More →

Self-Signup Portal

Allow your customers and members to sign up and apply online for new accounts and loans.

Applications received from the Self-Signup Portal are routed to appropriate staff. These applications can be automatically approved. If follow-up is required, an appointment can be made to visit the branch, or a mobile employee can arrange to meet the applicant in the community and use the MobiBranch app to finalize the application.

The Self-Signup Portal is easy to set up and is customized to your brand and marketing requirements.

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Credit Scores

Approve a loan out of the branch. Access mobile credit scores quickly and simply with full credit bureau integration.

Perform real-time credit checks for new applicants both inside and out of the branch.

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Digital Signatures

Sign documents directly on the tablet or smartphone. Record and protect signatures with built-in digital forensics.

Applicants can digitally sign account documents directly on a mobile device. MobiBranch signature forensics ensure all signatures comply with federal regulations for electronic signatures.

The signature path, date, time, and GPS coordinates are all recorded along with a checksum technique to verify the integrity of the signature.

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Mobile Payments

Accept mobile payments quickly and easily for new account openings, fundraisers, and charity drives.

New account openings can be simplified by performing a deposit from a mobile payment.

Financial institutions can also accept mobile payments for donations to their favorite charities. All mobile payments create a Prospect, providing the opportunity to follow up with a contact in the future.

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Tablet and Smart Phone Apps

Your employees can go mobile and bring the branch with them on a tablet or smartphone app.

Many features including:
  • Branch forms for signup, new accounts, and loans. Forms can be uploaded easily from mobile to server and routed to branch staff for approval
  • Sales advice and scripts to help mobile employees
  • Loan and deposit calculators
  • Marketing materials can be loaded to the tablet and shared between employees
  • Prospect forms to gather quick contact information and follow up at a later date
  • Many more features; full branch functionality from the convenience of a tablet
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Employee Online Access

Access full branch functionality in a Web browser with the Employee Online Portal. Seamless integration between mobile and online lets you focus on business without worrying about technology.

Employees can log in online to review forms uploaded from a mobile device. They can also create new forms online and route to mobile.

Employees can transfer forms and applications between each other for review and final approval.

Use MobiBranch statistics to view how many new accounts have been created and how many loans have been originated through MobiBranch.

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Collaboration

Let your employees connect with each other through the collaboration module.

Employees can share a read-only copy of their application with colleagues and engage in a live discussion about the application they are working on.

This can be useful in resolving issues during the application process and as a training tool.

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Save Paper. Go Green.

Reduce paper use in the branch by handling account and loan forms digitally.

Originate all forms and applications are originated digitally. Eliminate the need to print and shred multiple pages per account.

Share marketing material between mobile devices instead of using paper brochures.

Save money by reducing the cost of printing, hardware, shredding, recycling, and maintenance.

All account documents are saved as PDF files; everything is stored on the server and can be archived to reduce long-term storage costs.

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API

Built-in API makes it easy to integrate with external systems.

Detect new activity, such as new accounts or approved loans. Access data for new activities, including text, digital signatures, and new camera images.

The API permits data to be easily accessed from MobiBranch and integrated into core banking, loan origination, and other systems.

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Request a Demo

Request a demo by phone, fax, or email, Click here

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