Case Study: Greystone Financial achieves faster loan underwriting and better sales targeting with Profisee MDM

Greystone speeds loan origination and underwriting with Profisee MDM

Greystone Financial, a private commercial real estate finance and investment company, faced significant data challenges that impacted its sales and lending operations. Its critical data was spread across 33 different systems and third-party sources, leading to incomplete and inconsistent information. This resulted in missed sales opportunities, slower loan origination, redundant due diligence, and excessive manual research. Greystone turned to the Profisee MDM platform to unify and harmonize its data across these disparate sources.

Using Profisee's intelligent matching capabilities, Greystone enriched its internal property data with third-party sources without creating duplicates. This provided sales teams with reliable data to identify prospects and gave lending teams comprehensive data to accelerate loan underwriting. The solution delivered measurable results, including increased sales efficiency, improved lead conversion rates, faster loan origination, and a reduced cost of customer acquisition. Profisee enabled Greystone to gain a complete view of its properties, boosting both operational performance and competitive advantage.

Greystone