Retail Banking: Loan Experience
About the App
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Xchange Listing | ||
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Description |
Gathers customer feedback on the entire loan origination experience at the end of the journey, and provides internal users with the ability to understand loan officer performance, compare districts/regions, and establish CX linkages to operations. | |
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Prerequisite |
Retail Banking: Base | |
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Intended Trigger |
End of loan origination process (e.g., post-closing) | |
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Hierarchy Unit |
Loan Officer | |
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Survey Forms |
1 |
End of Originations Survey |
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Survey Modes |
1 |
Feeded Web Survey via Medallia Best Practice Template HTML Email Invitation |
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Survey Designs |
1 | |
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Available Pre-Configured Translations |
Survey Form & Email Invitation |
English, Spanish (Spain), Spanish (Mexico), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese |
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Reporting |
English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese | |
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Reporting Roles |
7 |
Admin, Insights, Executive, Loan Officer Manager, Loan Processor Manager, Loan Officer The Admin, Insights, Executive roles are shared by all Retail Banking Solutions included in this scope of work. |
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Alerts |
5 |
Missing Closing Date, At-Risk Customer, Low Satisfaction with Loan Officer, Low Satisfaction with Loan Processor, Promoter |
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Closed Loop Feedback Forms |
2 | |
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Template Data Integrations |
1 |
• Invitation feed (up to 35 templated fields) |
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Automated Batch Exports |
1 |
Record-level |
App Supporting Materials
The following table provides quick access to all essential supporting materials for the Retail Banking: Loan Experience BPP, including data design specifications, dummy data sets, survey and branding details, and translation files, available in Google Sheet, Excel, and PDF formats.
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Document Name |
Google Drive |
Excel |
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Retail Banking Loan - Data Design | |||
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Retail Banking Loan - Survey and Branding Specification |
Retail Banking Loan - Survey and Branding Specification Google Drive |
Retail Banking Loan - Survey and Branding Specification Excel | |
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Retail Banking Loan - Dummy Data |
N/A | ||
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Retail Banking Loan - Translations |
