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Loan Overview

See everything. Know everything. Lend smarter.

Optimize lending strategies, enhance risk assessments, and make data-driven decisions with confidence.

Contact us Try Loans Data Access

Instant insights for sharper lending.

Real-time data gives you a 360-degree view of a customer’s financial commitments, from interest rates, balances, repayment schedules to monthly payments.

Outdated and fragmented data leads to poor lending decisions. With full visibility, you can ensure accurate underwriting and stronger financial outcomes. Turn insights into action. 

With access to loan data, view every loan and its details.

Empower customers with a clear view of all their loans in your app. Increased transparency drives engagement, trust, and better financial decisions. A seamless, user-friendly experience keeps them engaged and returning for future financial needs.

Faster approvals, less friction.

Eliminate manual assessments with real-time access to unsecured loans. 

Automate data retrieval and verification to accelerate approvals and improve efficiency. Loans data access minimizes manual errors and drop-offs due to long applications. Resulting in improved operational efficiency.

Smarter risk management.

Identify high-value customers and segment borrowers based on real-time financial behavior. 

By leveraging data-driven insights, improve risk evaluation and create lending strategies that work for both you and your customers.

Feed real-time data collected with Loans data access into your systems to predict borrower behavior, proactively detect early warning signs, and reduce default rates.

Why choose Insurely?

  • All-in-one provider.

    With Insurely you can access customers Investment, Loans, Mortgages and Insurance information.

  • Effortless integration.

    Go live instantly with Advisor Dashboard, or integrate effortlessly with Pre-built User Interfaces.

  • Security.

    Secure FIDA compliant solutions to ensure you're ahead of your competitors.

How to create the Loan Overview use case.

Data Access Method

Advisor Dashboard

Empower your advisors to give valuable advice in less time by giving them access to customers’ loans profile in real-time in a single overview.

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