The challenge
Homeowners Financial Group wanted to give its customers online engagement options without letting go of the relationship approach that had taken the company so far. It needed a customizable platform with a streamlined online application process, and a secure, easy-to-use borrower portal to facilitate everything from electronic document exchange and eSigning to loan officer interactions.
The goal was to create a hybrid approach that stayed true to its strong relationship/referral model, but utilized mobile to streamline the loan process.
Brandon Durham
Product Support Manager
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The solution
Reduced loan cycle times to as little as 10 days
Saves loan officers and customers time with document upload and eSigning options
Enhances customer satisfaction by offering a customized mortgage experience
