Case Study: Westminster Finance & Business Solutions achieves 20% fewer loan processing errors with Progress Software Rollbase

Leading Australian Brokerage Slashes Error Rates by 20% with Progress

Westminster Finance & Business Solutions, a fast-growing Australian finance broker, needed a more efficient way to manage the 90+ tasks involved in loan applications and settlements as manual processes, separate databases, and reporting overwhelmed staff. The company turned to Progress Software’s Rollbase low-code platform to replace its temporary Microsoft Access CRM and better support mortgage lending operations.

Progress Software implemented a cloud-based Rollbase application that centralized loan data, automated task generation and workflow sequencing, and provided mobile access and daily task reporting. The result was a 20% reduction in data-entry errors, improved efficiency and consistency, and a faster loan process with fewer missed tasks; the solution was built in about three months and is being expanded to other business units.

Westminster Finance & Business Solutions

James Grima

Owner and Director