LENDING
Sell more products per household with Coconut Software
Customers getting stuck with loan applications online? No easy way for them to connect with help? Coconut removes friction for customers and staff alike by guiding customers to experts who can help and serving up customer history so staff can personalize service.
Join 200+ financial institutions who trust Coconut to deliver smoother experiences
LENDING
Drive more loan conversions
- Empower customers to connect however they prefer—whether that’s pre-booking time or joining the line through your website, mobile app, or marketing campaigns
- Capture interest outside of regular business hours with always-on scheduling CTAs
- Measure performance across staff, services, and locations to uncover coaching opportunities
“Coconut allows staff to close those services a lot better because members don’t have to go back and provide something different after the fact. Most times when someone can’t complete something 100% when they engage, typically they find other alternatives or explore other alternatives and don’t always come back.”
LENDING
Increase loan pull-through rates
- Collect information and documents during the booking process to help advisors and customers prepare for every conversation
- Surface historical activity so staff are prepared to deliver personalized service and product recommendations to each customer
- Empower advisors to walk through documents and collect signatures virtually to reduce the need for follow-up appointments
“Coconut allows us to create awareness around a particular product or promotion. With the ability to manage our appointment offerings and customize our content, it allows us to highlight offerings and drive additional success.”
LENDING
Make the most of floating staff
- See where staff spend their time, who’s overbooked, and who’s available to help reduce wait times across locations
- Forecast the staff you’ll need to meet customer needs today, tomorrow, and beyond—so you can adjust staffing accordingly
- Allow advisors to reach more customers since remote meetings cut down on travel time
“Understanding how our members prefer to engage by channel influences how we operate our branch network every day. We review how meeting methods differ by location, by appointment type, and by time of day to be sure we understand.”
LENDING
Support from experienced pros
- Launch quickly with playbooks proven to help financial institutions like yours grow
- Connect with peers through quarterly networking sessions to share best practices
- Get ongoing strategic advice and guidance through success planning with our team
“Working with the Coconut team has been a fantastic experience. Not only does Coconut offer best-in-the-industry appointment software, but they also have an incredibly passionate and dedicated team. Our implementation was a great success.”
Take A Peek Inside Our Platform
Outcome Reporting
Capture outcomes from every interaction in Coconut so you can see which staff, products, and locations are contributing most to your lending goals.
Staff Utilization Reports
See where your team members are spending their time with customers so you can allocate resources to better serve your most in-demand locations or products.
Workflows
Keep everything your staff needs to deliver a standout experience in one spot (including customer history, important documents, and information gathered through the booking flow).
Video Banking
Let floating staff serve multiple locations with a robust virtual appointment tool that has everything they need—including e-signature, ID verification, and more.
Reserve with Google
Set yourself apart from the competition by allowing customers to schedule time with your team directly from their Google search results.
Learn how Coconut can help other teams
CX and Member Experience
Branch and Retail Operations
Marketing
