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