Case Study: Royal United Mortgage improves loan options delivery with Leaf Software Solutions

Royal United Mortgage speeds loan options delivery with Leaf Software Solutions in 60 days

Royal United Mortgage, a national mortgage lender, faced a challenge with an outdated, manual process for presenting loan options. Their loan advisors used a cumbersome Excel spreadsheet and emailed PDFs, which created a poor mobile experience for customers and operational inefficiencies. To improve this, they partnered with Leaf Software Solutions to develop a custom software solution.

Leaf Software Solutions built a custom Loan Options Worksheet application that integrates directly with the company's loan origination software and third-party APIs. This new solution automated data entry, allowed for real-time updates during customer consultations, and provided customers with a mobile-friendly link to view their options. The results included a significantly faster process, a more professional customer experience, and the ability for loan advisors to spend more time in a consultative role. The project was so successful that it led to growth within Royal United Mortgage's IT department.

Royal United Mortgage