Stop Losing Borrowers to Confusing Forms
See exactly which field borrowers are stalling on (SSN, income verification, employer info) and help them finish their form live without ever leaving the application. Guide borrowers from inside their browser instead of routing them to a phone call or a new tab.
No downloads. No screen-share links. Just finished applications.
Powering leading customer service teams across the globe
Where borrowers get stuck and give up
SSN, income verification, employer info — one field a borrower doesn’t trust or understand, and the application is gone for good.
SSN and income fields borrowers don’t trust
A vague prompt for a Social Security Number or income verification, and a borrower would rather quit than risk getting it wrong.
Getting help means leaving the application
Today, a stuck borrower has to abandon the page, find a phone number, and re-explain the problem from scratch.
Every confusing field is a borrower gone for good
Mid-application drop-off isn’t a minor dip in your funnel — it’s a completed loan that never happened.
How UserView Compares
A side-by-side on what actually matters: platform coverage, security, and uptime — not marketing claims, just what's public.
| Capability | UserView | cobrowse.io | Surfly | Fullview |
|---|---|---|---|---|
| Cross-platform support | ✓web, iOS, Android | ✓ | — | — |
| Instant, browser-based sessions | ✓ | ✓ | ✓ | ✓ |
| No downloads required | ✓ | ✓ | ✓ | ✓ |
| API integration | ✓ | ✓ | ~ | — |
| Automatic data masking | ✓ | ✓ | — | ✓ |
| Enterprise security | ✓SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA | ~ | — | ✓ |
| Automatically recorded sessions | ✓ | — | — | ✓ |
| Reliable service | ✓99.998% uptime | — | — | — |
| Transparent pricing | ✓ | ✓ | — | ✕ |
Your borrowers are waiting…
Every minute a borrower is stuck on an SSN or income field is a borrower who doesn’t finish. Book a demo and see how fast applications can move.
How it works
No downloads, no scheduling — agents join the borrower's browser tab in one click.
Agent starts a session
One click from your existing support tool — no meeting link, no download for the borrower.
See the exact field they’re stuck on
Your agent sees precisely which field is blocking them — SSN, income verification, employer info — without them ever leaving the page.
Guide them through it, live
Annotate, point, or fill in fields directly — SSNs and bank details stay masked automatically.
Enterprise-grade security. Built for customer trust.
UserView gives your support team full browser visibility without exposing sensitive customer data. Every session is encrypted, tightly controlled, and built to meet global compliance standards.
See what matters. Protect what doesn't.
End-to-end encryption
Securely encrypted to protect your customers sensitive information.
Configurable data masking
Decide which data stays hidden with flexible masking options for fields like payment details or account info.
Optional data storage
Session content is only stored if you explicitly enable screenshots or recordings.
Globally compliant
HIPAA Compliant, ISO 27001 Certified, SOC 2 Type II Certified, GDPR Compliant.
FAQs
Does this replace our loan origination system?
No — UserView plugs into the support tools you already use (Zendesk, Intercom, Salesforce, Freshchat). Agents launch a session from the ticket they're already working, on top of your existing LOS.
Do you have an API?
Yes. Beyond the out-of-the-box integrations, our API lets you start and manage cobrowsing sessions programmatically and pull session data into your own loan origination or servicing platform, so it fits however your stack is set up.
Can our agents see anything beyond the loan application?
No. Sessions are limited to the active browser tab — no full desktop access, no other open tabs, no background access to anything else on the borrower's device.
Is this safe for handling SSNs and bank statements?
Yes. Sensitive fields — including SSNs — are masked automatically and that data never reaches our servers. UserView is SOC 2 Type II and GDPR compliant.
Does this work on mobile, not just desktop?
Yes — native iOS and Android SDKs with the same masking and session controls as the web version.
How long does setup take?
Minutes for the web integration. Mobile SDK integration depends on your release cycle, typically one sprint. See the full implementation guide for the details.
Your borrowers are waiting…
Every minute spent stuck on an SSN or income field is a borrower who doesn’t finish. Book a demo and see how fast applications can move.