Affirma Consulting

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Affirma works with Home Savings Mortgage to integrate business critical systems to reduces cost of operations and increase sales...

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Case Studies

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Home Savings Mortgage

The Problem

Home Savings Mortgage uses a decentralized software package preferred by Loan Officers to originate its mortgage business at its 15 locations, and uses centralized banking software to process the mortgage. This problem was two-fold: management did not have visibility into the booked orders and Loan Officers did not have access to their sales pipeline in the banking software. Affirma Consulting was selected to resolve this business dilemma.

What We Did

The two-fold problem was solved with a two-fold solution. First, a program was created that extracted sales order data from the each of the 15 locations. Second, an intranet site was created that reported information on the status of loans as they proceeded through the company’s mortgage banking system.

Results

After implementing the solution, Home Savings Mortgage management has near real-time access into booked orders and Home Savings Mortgage’s loan officer have real-time access to their loan data. This allowed Home Savings Mortgage to use a very effective decentralized loan origination system in an enterprise environment without compromising on access to critical business data.