Optimizing Lending, Audit and Portfolio Servicing with the Industry’s Fastest Data Room

Learn how an innovative lender quickly implemented ProDeal, reducing email volume by 75% and delivering a best-in-class experience for borrowers and staff

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The Challenge

TruStone Financial identified three key areas for improvement: (1) communication among high volumes of emails, (2) centralization of documents and (3) audit preparation and regulatory readiness.

The Solution

TruStone Financial used ProDeal to reduce email volume, organize and secure transaction files and simplify audit preparation and execution.

The Results

Results include a 75% reduction in servicing related emails and a 25% reduction in production related emails. Results also include a reduction in delays and errors which lead to faster loan processing time.

“ProDeal provides a full snapshot of each deal. Leaders can come in and out without having to ask staff questions”

VP, Commercial Lending, TruStone Financial