Case Study: Homeloans Limited achieves greater productivity and reduces risk with BOARD

Homeloans Limited gains greater productivity and removes risk with BOARD

Homeloans Limited is a publicly listed Australian non‑bank mortgage lender with around 90 staff and more than $7 billion in loan assets. The finance team relied on a 20MB Excel model to produce monthly discounted cash‑flow forecasts and run multiple scenario iterations; the spreadsheet had become slow, error‑prone and difficult to manage, creating risk and limiting the team’s ability to produce timely, reliable budgets and forecasts.

Homeloans implemented the BOARD decision‑making platform with implementation partner Professional Advantage, integrating data from SunSystems, QlikView and partner files and rebuilding the complex calculations in a controlled environment. The new solution replicated prior budgets, proved more accurate, and is now embedded in the budgeting cycle—delivering a more robust, repeatable and automated forecasting process, saving days per forecast, enabling many more scenario runs and improving overall productivity and decision‑making.

Homeloans Limited

Ian Parkes

Chief Financial Officer