Results
“Leaf streamlined our process and utilized API technology we weren’t using. This made us faster and more professional. The API pulls everything together in a fraction of the time it took to manually populate each screen, and this gives the loan advisor more consultative time with the borrower to explain why the proposed loan accomplishes their stated goals and objectives.” In addition, the advisors can now build the loan options by pulling information directly from pricing engines, speeding the process. And, since the customer has the link to view the results for 60 days to consider their options, activity on that link is tracked to initiate a callback opportunity. “Leaf took the time to understand our process and built a solution that met exactly what we were looking for. They did not try to build something close and jam us into that product. Talking to Leaf was markedly different than talking to other programmers. Since I don’t ‘speak the language’, it was important to me that Leaf provided a liaison to explain my business needs to their programmers. This successfully connected all the dots.” Since Royal United Mortgage separates itself from the competition with their understanding, consultative approach, they found the same approach from Leaf to be familiar and compelling. “Leaf showed a true understanding of how we work and what we were trying to accomplish, which was to improve the experience for both our customers and our loan advisors – and ultimately that is what was delivered.” “The new Loan Options Worksheet provides a better customer experience. Our department now supports a custom software application that has allowed us to grow, expanded our IT staff, and takes advantage of API connections. We have increased our departmental responsibility to the day-to-day sales process as opposed to simply supporting technology. That’s been exciting, it keeps us all relevant and together. We now realize that nothing is impossible from a technology perspective – this is something we have wanted and have talked about for 10 years and we found a partner that could help us deliver this dream.”
LeafSoftwareSolutions.com
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