Creatio
96 Case Studies
A Creatio Case Study
Native Community Capital (NCC) is a community development financial institution serving Tribal lands that recently merged with another lender and expanded its product set to include consumer, mortgage, small business and Tribal project loans. Facing disparate legacy systems and a lack of effective CRM, NCC selected Creatio’s low-code CRM and process automation platform (with implementation support from Kewl Consulting recommended by Creatio) to modernize processes and deliver consistent, seamless service across its expanded organization.
Using Creatio, with Kewl Consulting guiding configuration and process mapping, NCC consolidated data, automated borrower triage and standardized workflows to speed loan processing and improve reporting. As a result, loan summaries and underwriting reports that once took hours can now be produced in minutes, NCC can track applications and stage drop-offs with confidence, and teams can pinpoint process bottlenecks on Tribal lands—delivering measurable time savings and better visibility for continuous improvement through Creatio.
Dave Castillo
Chief Executive Officer