Customer Story

Chippewa Valley Bank

Moving from paper forms and manual follow-up to a push-button application process

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Illustration: a loan officer starts an application, invites the borrower, and the borrower completes it.
Illustrative workflow. Not the bank’s actual screens.
Role
Loan Processing Manager
Areas Using ConnectFI
Commercial Lending, Consumer Lending
Time With ConnectFI
2+ years
Before

The Challenge

Before ConnectFI, the bank relied on paper applications, which frequently came back incomplete and required manual follow-up to collect missing documentation. The team specifically wanted to improve the application process itself, not just document collection.

After

The ConnectFI Solution

ConnectFI enabled electronic data collection and gave loan officers the ability to start an application and push it out to the borrower to complete. Loan officers and processors can now gather information independently of one another, without waiting on a single point of contact.

Key Outcomes

As reported by the bank.

Reduced manual work, duplicate entry, and back-and-forth communication

Improved the customer experience

More complete applications and supporting documents

Also reported
  • Greater consistency in meeting compliance requirements across applications
  • Less paper handling throughout the process
  • Positive response from both staff and customers
  • A more modern, digital experience for customers

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