Case Study: Dominion Financial Services achieves a fully digital, streamlined loan management system with FUNDINGO

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Preview of the Dominion Financial Services Case Study

Dominion Financial Services - Customer Case Study

Dominion Financial Services, a nationally recognized private lender operating in 49 states, needed to replace a legacy loan system that had been assembled over time using Excel, OneDrive, Office, and other tools. As the business grew and originated more than $180 million in loans in 2019, the company saw that its existing setup was becoming stretched and needed a digital upgrade to support future growth.

FUNDINGO provided a configurable Loan Management System built on Salesforce that fit Dominion Financial’s specific lending process instead of forcing process changes. The new system improved transparency between origination and servicing, gave Dominion better control over its data, and made it easier to access a borrower’s full lifetime history. FUNDINGO also helped manage input from 6+ stakeholders, which supported adoption and kept the project organized.


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