The Solution
Eric had the insight to understand that a custom software application could solve the business problems he was experiencing. “I talked to a couple software development companies, but they did not understand what we were trying to accomplish to the level that Leaf did. Ultimately, Leaf earned our business based on their understanding of what we were trying to do. It seems simple, but it’s not always easy to understand exactly what your customer wants.” Leaf stepped in and created a custom Loan Options Worksheet application that is launched directly from the loan origination software, allowing the loan advisors to build the three loan options based on the information gathered during the initial consultation with the customer. APIs provided by third parties (credit reports, loan pricing, etc.) are connected to immediately display results. This enables the loan advisors to pull the pricing options together more quickly, affording time to focus on the written portion of the proposal where benefits of the loan are included. During the follow up phone consultation, the advisor sends the customer a link where they can view the professionally designed, mobile friendly page to follow along. Eric adds, “If any values need to be changed, the advisor can change those on the fly. The customer can refresh the screen and immediately the most recent options display. Before, if the customer wanted any changes, we’d have to work up the options using the Excel method and send the updated PDF the next day.”
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