Category: Software Solutions

Custom Solution for Royal United Mortgage Optimizes Loan Options Worksheet

9/24/2021

Case Study: Royal United Mortgage Enjoys Optimized Loan Options Worksheet

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.

Looking to improve your business processes? Schedule a consultation with us here.

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Extend, Scale, and Grow the Impact of Microsoft Teams

1/7/2021

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Extend, Scale, and Grow the Impact of MS Teams

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?

At its core, Teams is a chat, online meeting, and document collaboration platform.
Beyond that, Teams represents a unique opportunity for you and your organization to bring together disparate and siloed applications on to a single platform.
Microsoft realizes the opportunity this represents and continue to invest heavily in building out the capabilities and feature sets within Teams.
We’ve seen our clients take advantage of this capability to improve business processes by establishing a common platform for chat and collaboration.
Teams can be transformational, taking mundane and repetitive tasks and standardize on one platform to drive efficiency within the organization.
There are many uses cases that Teams represents to combine or even replace business applications with an organization.
Leaf has helped companies use Teams as a platform to extend, scale, and grow the impact Teams has on the organization. There is potential to strategically leverage MS Teams to impact far reaching areas of your business.
View Part 1: Extend, Scale, and Grow the Impact of MS Teams.

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Off The Circle Podcast

7/20/2018

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Off The Circle Podcast with Douglas Karr and Mike Wilson

Episode 32: Leaf Software: Building the Right Culture the Right Way

Douglas Karr
CEO of DK New Media

Off the Circle is an Indianpolis Business Podcast, sharing motivating stories, newly discovered businesses, exceptional leaders, and other topics associated with the great city of Indianapolis. On episode 32, Douglas Karr interviews Mike Wilson, Chairman of Leaf Software Solutions.

Leaf has been helping businesses reach their corporate goals since 1987. At its core, Leaf takes great satisfaction in being a principle-centered company. We believe in fairness, kindness, effectiveness, and significance. The four principles are deeply embedded in our corporate DNA. Listen to Mike share his thoughts on why these principles are at the foundation of building the right corporate culture.