Triple O Finance is an Australian organization which is into Residential Lending, Commercial Lending and Asset Finance.
The company embarked on a 360° transformation journey of migrating its core solution, from legacy to cloud native digital mortgage and property tax solutions from CoreLogic. Unlike a traditional ETL migration, this exercise emphasized heavily on data migration while ensuring GDPR and PSD2 compliance. A scalable and secure cloud strategy will future proof them and enhance their customer experience roadmap.
Triple O Finance was dealing with manual processes. It also lacked integration between lending firm and bank, an interface with credit check firms, and documentation review to name a few. The company reached out to Tech AGRIM to build and transform its processes around customer lending.
Developing interface to manage loan applications from its web presence
Integration of Triple O Finance CRM with CRM of lending firms and financial institutions
Development of calculators based on inbuilt logic of counties, states in the region & credit history and other parameters
UI and UX improvement for mortgage consultants and end consumers
Creation of future roadmap and technology strategy for utilizing native cloud solutions
Reduction in loan processing time due to:
• Simplification of internal processes
• Seamless integration of data between Triple O Finance CRM, Lender CRM and credit check agencies
of cases handled within the first interaction, due to improved customer experience on the web
Defined future cloud native strategy that will lead to potential savings in following areas :
• Technology solution
• Resource head count