Truly Investor
Siuation
Managing high volumes of loan applications from multiple sales channels covering many contacts per household
Complex business model usually requires connection to a loan origination system (LOS)
Legacy loan origination systems lack modern UI / customer 360 views
Rebuilding a LOS within Salesforce would require considerable professional services time and cost
Solution
Using Grids allowed full LOS functionality to be built with clicks not code
Significantly cut down the time to market
LOS functionality built entirely internally without external professional services required
Empowered the business to be agile to business process updates as they arose
Benefits
Entire Customer 360 view and LOS functionality in one system, Salesforce
Ability to have a single page for loan applications covering all stakeholders, statuses and documents
75% data entry time reduction through modern UI
Cost savings from eliminating need for integration to 3rd party LOS system
Sustainable Autonomy: Maintainable solution that doesn’t require expensive external consultants to update