Meeting the moment: How you can Link What Matters™ for tech-savvy borrowers with ServiceLink’s scheduling solution

Let’s explore what borrowers want, where their desires and your team’s needs intersect and how we can help you get there

Get in touch with our team to see our solution in action

Today, mortgage technology adoption often falls short of borrower expectations

Expectation

A streamlined refinance, purchase or home equity process that takes place in a primarily digital environment

VS

Reality (for most)

A fragmented origination experience where borrowers alternate between manual and digital workflows

“Tech-savvy borrowers know what they want, and they are willing to shop until they find it. Lenders that fall behind run the risk of being left behind, as their competitors continue to adopt technologies that enable them to improve their speed, accuracy and overall customer experience.”

Dave Steinmetz, division president, origination services

Learn how to align your reality with borrowers’ expectations

The gap between expectations and reality presents challenges

Lenders experience:

Unpredictable and slow timelines
High origination costs
Inconsistent borrower experiences

Borrowers experience:

Uncertainty around timelines
Lack of agency in their mortgage process
Frustration with manual processes

What borrowers want

The 2025 ServiceLink State of Homebuying Report (SOHBR), which surveyed 1,526 individuals who either purchased or tried to purchase a home within the past four years, reveals what homebuyers are thinking. Their overarching message? They want to see more technology in the mortgage process, and they will proactively seek out tech-savvy lending organizations to ensure their own superior mortgage experience.

A better valuation experience

A mortgage loan is one of the biggest transactions of your consumers’ lives. Watch this video to learn how ServiceLink’s valuation scheduling solution up-levels the consumer experience and reduces your cycle times. See the scheduling tool in action as the video illustrates how it streamlines the historically time-consuming and manual valuation scheduling process.

Appraisal and signing scheduling technology improves the borrower and lender experience

How it works

Real-time calendars

Our extensive signing agent and appraiser panels grant us access to their actual calendars

Smart scheduling

Users see exact availability of qualified local vendors and book appointments instantly

Flexible options

Choose in-person branch, remote location, or electronic closing options

Complete transparency

Instant vendor contact info, photos and real-time status updates

Customized communications

White-labeled branding at every step of the customer journey

Schedule a demo

The difference real-time appraisal and closing scheduling makes for lenders and borrowers

For lenders

Faster timelines, as borrowers most often select the first available appointment. Ultimately, these efficiencies support the journey to a 7-day refinance.
Increased efficiency, with less time spent coordinating between stakeholders
Reduced overhead, due to the transition from manual to digital processes
Additional brand touchpoints at key moments in the process
Assurance that closings and appraisals will be assigned to the most qualified professional for the job
An opportunity to differentiate in a competitive market
A more complete digital experience, without tech lift

For borrowers

Familiarity of digitally completing tasks
Greater transparency into origination timelines
Increased control over their mortgage experience
Security and confidence driven by getting vendor information prior to appointment
Education and preparedness at key moments in the origination process
Flexibility of choosing the date, time and (when relevant) closing method that works best for them
Greater connection with their lenders

Meeting the moment: How you can Link What Matters™ for tech-savvy borrowers with ServiceLink’s scheduling solution

Let’s explore what borrowers want, where their desires and your team’s needs intersect and how we can help you get there

Today, mortgage technology adoption often falls short of borrower expectations

Expectation

VS

Reality (for most)

The gap between expectations and reality presents challenges

Lenders experience:

Borrowers experience:

What borrowers want

A better valuation experience

Appraisal and signing scheduling technology improves the borrower and lender experience

How it works

Real-time calendars

Smart scheduling

Flexible options

Complete transparency

Customized communications

The difference real-time appraisal and closing scheduling makes for lenders and borrowers

For lenders

For borrowers

An award-winning solution

2025 MortgagePoint Tech Excellence Award

HousingWire Tech100 Award

Progress in Lending 2025 Game Changer

Learn more about our solution

eBook

Meeting the moment: Linking what matters for tech-savvy borrowers

Video

How we link who matters

Video

A better valuation experience

Video

Unrivaled enhancements to our industry-leading digital closing solution

Article

Up-leveling the valuation experience

Article

What's new with our closing solution

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