Describe the digital user experience for transitioning across channels (branch, online, mobile, etc

…as well as what browsers applicants are using to apply online, the ratio of online versus mobile applicant submission and more. Q2 Lending does not resell Pendo (FIs must purchase Pendo separately) and implementation of Pendo requires an additional implementation and setup fee, so if you’re interested in using Pendo, we will need to submit an RFQ.

Describe the digital user experience for transitioning across channels (Branch, online, mobile, etc)

The transition (for a prospect/customer) is seamless from product-to-product (such as from Business Account Opening to Small Business Loan Origination) because new customers (who are not yet enrolled in digital banking) use a common set of Portal credentials to access deposit and loan applications in progress. Existing customers seamlessly access new applications and in-flight applications using their digital banking credentials.

In terms of transitioning from a desktop experience to a mobile experience, our Business Account Opening and Small Business Loan Origination portals are mobile responsive, enabling an applicant to apply from their desktop computer…

…as well as apply via a mobile device.