Case Study: TruStone Financial cuts servicing email by 75% with ProDeal

TruStone Financial cuts servicing email 75% with ProDeal

TruStone Financial, an innovative credit union, faced challenges with high email volume, disorganized documents stored across multiple platforms, and the need for improved compliance workflows. To address these issues, they turned to the vendor ProDeal for a solution.

By implementing ProDeal, TruStone centralized its document sharing and collaboration, which streamlined communication and organization. This solution resulted in a 75% reduction in daily servicing-focused email and a 25% reduction in production-related email. ProDeal also provided secure, organized data rooms that simplified audit preparation, with the entire platform being adopted in about an hour.

TruStone Financial