Finicity
16 Case Studies
Case Study: Synergy One Lending achieves frictionless, near‑instant mortgage approvals with Finicity
A Finicity Case Study
How Digitization Can Enable the Human Side of Mortgage Lending
Synergy One Lending set out to modernize its mortgage process to meet consumer expectations for speed, transparency and convenience while preserving the human guidance borrowers need. To achieve that, Synergy One partnered with Finicity and integrated Finicity’s verification of assets (VoA) into its mobile app as part of a broader digital transformation.
By embedding Finicity’s VoA at point-of-sale, Synergy One created a unified, branded digital experience that keeps borrowers on its platform and supports loan officers with instant asset validation. The result: rapid adoption by the sales force, thousands of VoA orders through the app since the July 2018 rollout, faster, more transparent approvals and a stickier customer experience enabled by Finicity.
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Synergy One Lending
Fannie Mae
Synergy One Lending