Royal United Mortgage - Loan Options Worksheet
Eric Ashton, VP of Information Technology for Royal United Mortgage, was noticing the outstanding customer experience provided by their loan advisors was at risk of deteriorating. “We train our folks to dig deep and ask the questions that go beyond a simple refinance. We build a positive rapport and relationship to set ourselves up as trusted advisors, providing customized loan options that best fit the needs and financial situation of the customer.”
This consultative process is a hallmark of their business, and once the loan advisors gather information from the customer, a customized set of loan options is presented.
Read the entire case study here.
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We wanted to share an opportunity we discovered hiding in plain sight that may help improve your business, like it has for some of our customers.
In conjunction with the popularity of Microsoft Teams (the chat, document collaboration, and online meeting software platform), Microsoft has opened up the ability to develop and deploy additional functionality using that platform to consolidate your common, more time-consuming business software activity. Your staff can be much more effective by remaining in one platform, instead of jumping from one program to another.
What is Microsoft Teams?
Two Indiana companies are collaborating by combining testing and laboratory services with a software solution that tracks, monitors, and reports results.
CARMEL, IND. (August 6, 2020) - Leaf Software Solutions has developed a COVID-19 test tracking and compliance solution. In collaboration with ARIA Diagnostics, which operates COVID-19 testing sites throughout central Indiana, the software application is now being offered to organizations wishing to proactively address the sudden changes required as people return to work, school, and other activities. With a comprehensive testing, tracking, monitoring, and compliance solution, organizations will have information at their fingertips that will allow them to make decisions that prioritize the health and safety of their workforce, customers, student body, visitors, teams, etc.
“Our goal from day one has been to help people return to their lives as safely as possible,” said Vipin Ahlakha, President of Aria Diagnostics. “The software application from Leaf is a valuable complement to our diagnostic testing and laboratory services. A single test result is certainly useful, but organizations require a comprehensive view to track results and have information to help keep people’s safety first as the country and the state reopen.”
Chad Hankinson, President at Leaf Software Solutions noted that, “Proactive testing and tracking provides businesses, schools, higher ed institutions, and many others with the tools needed to keep safety as the top priority for their operating procedures. It makes good business sense, as does the collaboration with ARIA.”
As a result of this partnership, organizations may use ARIA Diagnostics for on-site testing as well as several drive-through locations along with the Leaf test tracking application as one comprehensive solution. The tracking application from Leaf has capabilities that include an executive dashboard, individual compliance and monitoring, test tracking, system generated alerts and reminders, 360-degree views, as well as field level auditing. By using the Microsoft Power Platform, the developers at Leaf created a flexible solution that may be repurposed and customized to add value to organizations seeking to track virtually any process, such as policy and procedure testing, compliance, and skills testing.
About Leaf Software Solutions: Leaf Software Solutions has been delivering mission critical business solutions for over 30 years. Our consultative approach results in custom-tailored solutions that create value for your business. Learn more at www.leafsoftwaresolutions.com.
About ARIA Diagnostics: ARIA Diagnostics is a high-complexity, CLIA-certified, CAP-accredited clinical diagnostic reference laboratory located in Indianapolis with over a quarter million patient specimens’ experience delivering timely, accurate, clinically actionable information through our nationwide COVID-19 testing, medication monitoring and drug testing services. ARIA Diagnostics is committed to the improvement of patient care by expanding its national clinical laboratory network to provide population specific, decentralized, and clinician tailored testing. Learn more at www.ariadxs.com.
For more information contact:
Leaf Software Solutions
Gain Visibility and Insight with Sage Intacct Cloud Financial Software
As your business grows, your finance team feels the pressure to expand the breadth, accuracy, and granularity of your financial and management reporting. Executives, investors, shareholders, auditors, and others want to know more than what’s happened—they want to know why. And you want to get this information quickly so your organization can correct problems or respond to opportunities before the moment is lost.
That’s why you need best-in-class cloud financial management solution from Sage Intacct. Its reporting and dashboard features ensure you get the deep operational and business-performance insights that tell you why—and the real-time view that enables you to act today.
See every dimension of your business
Get the rich reports you need—the way you want them
Make it easy for stakeholders to get the insights they need
Elevate your success with Leaf Software Solutions
Dynamics 365 brings together the best of Microsoft’s CRM and ERP cloud offerings into one cloud service with specific, purpose-built apps for business functions. Sale, Marketing + Adobe, Finance, Project Service Automation, Customer Service, Operations, Field Service along with PowerApps, Power BI and Flow into one unified platform.
The apps are designed so they can be easily and independently deployed, which means you can start with the business area you need and scale as the business demands. All Dynamics 365 apps, plus the larger portfolio of cloud solutions like Office 365, will share a common data model so it will be a breeze to adopt additional capabilities.
Leaf empowers organizations to leverage technology to create efficiencies and become more profitable. By combining your business logic, processes, and people with Dynamics 365 we are able to build custom end to end enterprise business software that manages any of the relationships that are critical to the success of your business.
Dynamics 365 End Users benefit?
First off, it is a gorgeous application that has a modern but familiar feel that your employees love