Case Study: Housing Trust improves loan processing and user adoption with Craftsman Technology Group

Housing Trust improves loan processing and underwriting with Craftsman Technology Group

Housing Trust, a community development financial institution in the Bay Area, faced a challenge with underutilized features in their Salesforce instance following its initial enhancement by Craftsman Technology Group. Key functionalities for loan modifications and tracking funding sources were not being used effectively, and new hires required training to leverage the system fully, hindering their operational productivity.

Craftsman Technology Group addressed this through its Managed Services team by creating detailed desk procedures and conducting targeted training sessions. This solution improved the Housing Trust team's effectiveness in processing loan applications and enhanced their underwriting quality and productivity. The partnership ensured greater user adoption and provided Housing Trust with the tools to understand their available capital for new loans.

Housing Trust