- Application integrates a unique CRM (Customer Relationship Management) system by providing an internal company network allowing staff to securely share documents and customer information to only the right people.
- The application synchronizes a customer’s contact and loan information, as well as other applicable documents, for quick and easy access.
- The system is capable of managing hundreds of thousands of contacts and deals.
- Worked with their employees and current programming team to redesign the application to fit their needs and make is user friendly for company wide use.