Embark on a Digital Odyssey: Loan Origination made Snazzy
Overview.
Our client faced inefficiencies due to manual processes. We implemented Salesforce CRM to automate over 30 business processes, reducing workload by 25% and speeding up loan processing by 20%, significantly enhancing employee satisfaction.
Our client grappled with manual processes that hampered operational efficiency. They sought a robust CRM system to automate daily tasks, manage prospects and leads, and streamline loan processing. Additionally, seamless integration with existing platforms was crucial.
Solution.
To address these challenges, we implemented a comprehensive solution built on Salesforce CRM. Leveraging Salesforce’s automation tools, we were able to automate repetitive tasks across more than 30 business processes. Furthermore, we developed intricately coded forms to further enhance automation for internal users.
The Impact.
45%
Reduction in manual workload
30
Faster loan processing
85%
Reduction in Loan frequency and interest rate change. TAT (6-7 days to 1 day).
25% Reduced Workload: Automation significantly reduced manual tasks, freeing up employee time and boosting overall efficiency.
20% Faster Loan Processing: Streamlined workflows led to a 20% reduction in loan processing time, resulting in faster loan approvals and disbursement.
Enhanced Employee Satisfaction: strong>Automated processes and a streamlined work environment contributed to increased employee satisfaction.
