Automated Workflow.

A single event starts the process of tracking the lifecycle of a loan's status, from lead generation through accounting.

Generate Web Campaign Using Your CRM Of Choice

Start by mapping out the journey you want your users to take, from the first point of contact to the desired action. Ensuring a seamless experience with intuitive navigation, personalized messaging, and clear instructions.

Lead Is Captured Via Web Campaign And An Event Is Created.

Once captured, an event is created in your CRM or marketing platform, which serves as a trigger for further actions. This event could initiate a series of follow-up emails, a task for sales outreach, or adding the lead to a targeted workflow.

SavviConnect Is Notified And Directs The Lead To An Online Loan Application.

By directing the lead to an online application, you streamline the process, making it easier for the lead to take action and for you to collect valuable information for further qualification and follow-up. The event can also be linked to workflows, reminders, or notifications to ensure timely follow-ups and to maximize conversion rates.

CRM

Cameron Wilson

The Loan Is Transferred From The Loan Origination Service to Loan Servicing.

Once the online loan application is completed and the loan origination service has secured and approved the loan, it is handed off to a loan servicing team for ongoing management.

LOS

LSS

Transactions Are Logged And Sent To Accounting Services.

Each transaction, whether it's a payment, transfer, or adjustment, is recorded with detailed information, such as the date, type, amount, and involved parties. This data is then securely sent to your accounting system, where it is categorized, reconciled, and integrated into your broader financial records.

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Learn how SavviConnect's automation processes can help simplify your organization's workflow, reducing manual effort and increasing efficiency.

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About Savvior

We focus on enabling companies to better implement their business strategies and enhance the overall value of their products and services. We take advantage of traditional and advanced technology solutions to expand our clients' strategic and tactical opportunities, and deliver meaningful results.

Fortune 500: We collaborate with Fortune 500 clients, delivering innovative solutions and strategies that drive growth, enhance efficiency, and maximize impact across industries.
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