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MOBILE Client management and loan origination.
MAXAPP is built for the field-facing side of your lending operation. It gives your loan officers and field agents the ability to manage clients and originate loans from a mobile device, in real time. It is not the full MAXMONEY platform on a phone. It is the right set of tools for the work that happens away from a desk.
REAL TIME. ON THE GO
Every action taken in MAXAPP is immediately reflected in MAXMONEY. Client records updated in the field are visible in the office the moment they happen. No sync delays. No data conflicts. No version gaps between your field team and your central operation.
What MAXAPP gives your field team.
Client Management in the Field
Access and manage the full client profile from a smartphone. Individual and business client records, supporting documents, contact details, and communication history. Your field agents and loan officers arrive at every client visit with everything they need, before they knock on the door.
Loan Origination on Mobile
Originate a loan from anywhere. Capture client details, run a credit bureau check, complete an affordability assessment, and progress the loan application, all from a mobile device. The origination appears in MAXMONEY instantly. No paperwork. No return trip to the office.
Real-time Connection to MAXMONEY
MAXAPP operates in real time. Every client update and loan origination made in the field is live in MAXMONEY the moment it happens. Your office team always has an accurate, up-to-date picture of everything happening in the field.
One fingerprint. Fully operational.
MAXAPP uses fingerprint authentication for fast, secure access. Your team is in and working in seconds. Client data is protected. No shared passwords. No unauthorised logins.
Built for the lender who works where the clients are.
Loan officers who originate business outside the office. Field agents who build and manage client relationships on the road. Any member of your team who needs access to client data and loan origination capability without being tied to a desk.
See MAXAPP working in the field.
Book a MAXAPP demo and see how your field team operates with client management and loan origination at their fingertips.
