Case Study: Dominion Financial Services Achieves Streamlined Loan Management with CloudMyBiz/FUNDINGO

Dominion Financial Services - Customer Case Study

Dominion Financial Services, a nationally recognized private lender operating in 49 states, needed to replace its legacy loan operations setup that had grown out of Excel, OneDrive, Office, and other disconnected tools. As the company scaled, its existing system was no longer flexible enough to support its interest-based lending business or future digital transformation goals, so it turned to CloudMyBiz and the FUNDINGO Loan Management System (LMS).

CloudMyBiz implemented a configurable FUNDINGO LMS built around Dominion Financial’s existing lending process rather than forcing workflow changes. The result was a fully digital, streamlined, and integrated system that improved transparency between origination and servicing, gave Dominion better control over borrower history and data, and positioned the company to adopt future Salesforce-based technologies.

Dominion Financial Services

Jack BeVier

Partner