MortgageBot Tracking Integration

The MortgageBot integration collects real-time tracking data from each applicant and populates this information into the Elle text messaging platform.

On the platform, any financial organization can see the tracking stage and time stamp inside each SMS conversation. This real-time connectivity is valuable because you can take action on the up-to-the-second tracking data being received. 

Set up Tracking with Finastra/MortgageBot

Finastra requests each organization submit the Tracking Configuration Guide, attached to this article. Shastic will help you complete this guide. Shastic only needs the following pieces of information from your organization: 

- Finastra Partner Number
- Primary Contact Name 
- Primary Contact Phone
- Primary Contact Email

Once this information is received, Shastic will complete the attached guide so Finastra can perform the changes on their end.

Based on the information pulled from MortgageBot, organizations are personalizing the messaging to each person's need, providing guidance for the applicant in real-time. This integration also helps shorten the time to loan completion and reduce friction in the digital lending experience.