When we started our engagement three years ago, Lyon was a middle-tier construction loan originator specializing in swimming pools. They were struggling with growth issues, and needed automation to accelerate the loan application process with the prospective borrower, and also the application dissemination process with the funding organizations. They were drowning in paperwork (real paper!) and many opportunities were neglected with the lack of automation.
We developed a customized solution on the SugarCRM platform that grew to meet all of their needs. SugarCRM is a very secure platform that met all regulatory and privacy requirements while also being flexible enough to allow for the entry or upload of all application information, including documents and third-party credit scoring. All of this information is bundled and handed off to one or more potential lenders for underwriting, and the lender’s decisions are delivered electronically and immediately through the system.
Lyon now processes more than 30,000 loan applications per year and are poised to originate loans in excess of $1 billion annually. They processes are completely automated and this allows them to focus on marketing and expanding the pool of lenders to consider applications.
Our Completed Projects
State-of-the-art CRM that manages all patient data. Featuring SugarCRM.
Sales cycle improvement considering the cost and durability of the products. Featuring SugarCRM
Application, Enrollment, and Renewal processes. Featuring SFI/Vlocity.
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