The Paramount Data Vault (powered by FinLocker) and is a powerful app designed for consumers to access their entire financial profile in ONE place. Their personalized dashboard shows live account balances, transactions, budgets, net worth, home values, cash flow analysis, mortgage readiness, budgeting, credit scores and reports, and more!
This "Super App" offers your clients 5 key features:
Safe and Secure
All data is encrypted with bank-level security
Create budgets and savings goals and track progress in real-time.
Track the value of your property and homes in the area.
140+ videos on homeownership, credit, and borrowing, and mortgage products.
Resources, Training, and Marketing Materials for Loan Officers: FinLocker Resource Center - Home (sharepoint.com)
Resources and Training for Consumers: Consumer Resources (sharepoint.com)
Organize Financial Profiles
Upload all financial data in one place, such as bank cards, loans, and investment account.
See the full DEMO here:
Download the Paramount Data Vault Mobile App:
App Store (Apple): https://apps.apple.com/us/app/paramount-data-vault/id1534014789
Google Play Store (Android): https://play.google.com/store/apps/details?id=com.paramount.datavault
NOW ACCEPTING Pilot Retail Loan Officers to help build this powerful platform.
Email Digital@prmg.net to get started!
Need Paramount Data Support?
Contact the FinLocker team at CustomerSuccess@FinLocker.com