Lenders often struggle to keep customers informed without overwhelming brokers or overloading ops teams. When updates rely solely on intermediaries, service teams get stuck in reactive mode and customer trust takes a hit.
This case study explores how a specialist mortgage lender tackled that challenge - by empowering customers with self-serve visibility using Dynamatix Interact and a secure Customer Portal.
The result? Better decisions, faster resolutions, and higher confidence at every level.
Discover how they reduced service overhead, eliminated repetitive status queries, and turned a black-box process into a transparent, mobile-first experience.
What’s Inside?
How to unify scattered customer data without a core revamp
A blueprint to streamline servicing, complaints, and more
How role-based views and audit trails reduce risk and confusion
A strategy to scale customer ops with confidence and control
Let this case study be your blueprint for unlocking operational visibility, fast.
