Customer Support Teams

Empower a better borrower experience.

How Canopy helps Customer Support teams

Canopy helps Operations & Support teams create great customer experiences using a suite of automated processes to limit manual work. Our system empowers Customer Support agents to manage clients at scale.

Auto

Remove manual workflow

> 25bps

Cost to service savings

Make customers feel welcome.

Canopy tailors the look and feel of every user experience to your brand, so your borrowers always feel right at home.

Give responsive support.

Manage borrower requests with ease. Get custom alerts for every account event that matters, along with all of the relevant data you need.

Drive better results with data.

Access detailed borrower activity insights, so you can finetune your services and pinpoint new upsell or engagement opportunities.

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CanopyOS

Lighten your workload. Canopy’s custom automations take care of everything from FAQs to payment reminders. So you can focus on going the extra mile for your customers.

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Borrower Portal

Keep borrowers in-the-know.

Canopy’s customizable, self-service Borrower Portal means you can answer customer queries before they’ve even been asked.

DataDirect

Enjoy customer insights that just make sense.

Understand every borrower’s behavior. Then pinpoint areas for improvement. DataDirect is the user-friendly dashboard that tells you everything you need to know.