Case Study: Home Trust Group achieves fully digital RFx and faster procurement with Unit4 Financial Planning & Analysis

Leading financial institution adopts modern, fully digital RFx

Home Trust Group, a Toronto-based mortgage and home-loan provider, faced an inefficient, manual RFx process that was time-consuming, error-prone and limited vendor communication—challenges that became more urgent during the accelerated digital shift after 2020. The procurement team needed a scalable, agile solution to standardize sourcing, reduce rework and speed up time-to-market.

Home Trust implemented Scanmarket’s eRFx (now Unit4 S2C) to digitize RFx workflows, build reusable templates, and provide a single source of information for vendors. The platform was deployed in days (not weeks), achieved 100% user adoption within weeks, cut RFx cycle times to days, improved transparency and vendor collaboration, and delivered measurable productivity gains while providing a scalable foundation for future growth.

Home Trust Group

Sanja Cancar-Todorovic

Head of Enterprise Procurement, Outsourcing and Vendor Management