Manage relationships with clients and businesses by tracking finances, communications, and key interactions.
Streamline loan processing with automation and document management for faster, compliant approvals.
Track financial institutions, mortgage firms, and partners, storing key details, transactions, and regulatory status in one place.
Keep a clear audit trail for all financial movements.
Securely store and manage loan applications, client files, underwriting reports, and compliance documents in one system.
Track agents, onboard new hires, and streamline recruiting processes to build a strong and compliant financial workforce.
Use Contacts and Companies to manage borrower relationships and institutional partnerships from first touch to close.
User Tracking and Agents apps give you full visibility into who's handling what — for a smooth customer experience every time.
Workflow automation across Loans, Underwriter/CPL, and Documents reduces processing time and eliminates human error.
Access controls and audit logs ensure every document is exactly where it should be — and only accessible to those who need it.
Smarter Deals, Faster Closings.
An integrated operations platform built for financial teams — manage loans, compliance, agents, and client relationships all from one place.
Active Loan Pipeline
$4.2M
Avg. Time to Close
18 days
↓ 34% faster than industry avg.
Compliance Rate
99.7%
All audits passed · Zero violations
The Platform
Streamline, Comply, and Close Faster.
Servis.ai’s Financial Services & Mortgage stack gives your team an integrated suite of tools to manage accounts, loans, underwriting, wire transfers, compliance, and workforce — with built-in HR tools to recruit top talent and keep operations running smoothly.
App Stack
Everything your team needs, connected.
- Accounts & Contacts
- Loans
- Companies
- Financial Transactions
- Document Management
- HR
Reporting & Analytics
Insights That Drive Smarter Decisions.
Real-time dashboards and detailed reporting give leadership and agents a clear picture of pipeline health, compliance status, and team performance — all without pulling data from multiple systems.
- Connect your existing financial tools for a unified workflow.
- Track agent performance and financial KPIs with real-time dashboards.
- Centralized document storage with access controls ensures data security at every level.
- Generate detailed reports on loan approvals, wire transfers, and workforce efficiency.
Built for Compliance
- Full Audit Trail
- Automated Reporting
- AI Workflow Automation
- Secure Cloud Infrastructure
- Role-based access controls
Begin your journey and discover the impact of servis.ai. See how financial teams use servis.ai to close more deals, stay compliant, and operate with confidence.