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?