Before
The Challenge
The bank's previous online application system had stopped working, leaving no way to take applications online and no way for customers to upload supporting documents. Applications and documents had been collected through that legacy inquiry system until it broke down.
After
The ConnectFI Solution
ConnectFI restored the bank's online intake capability and improved on it. Any team member can now see the real-time status of a loan, customers can upload documents directly, and tasks are generated automatically so customers know upfront what they'll likely be asked to provide. Each department also uses tasks as a compliance checklist of the documents needed to complete a file, and the built-in notes system keeps a running record on every application.