April 14, 2023
April 14, 2023
Arbor Financial Group had been in the lending and insurance industries for over 20 years. With their dedication to providing personalized service and creative strategies, they had built a reputation as a solutions-oriented company. However, as they grew and their staff increased, they realized that they needed clear organizational visibility across all platforms to ensure that they could continue to provide their clients with the best service possible.
As the company grew and staff increased, the executives realized the need for clear organizational visibility across all platforms.
To address this need, Arbor turned to Eudokia Technologies for help in unifying their various systems for communicating, originating, pricing, processing, and funding loans. The goal was to bring loan officers together on a single platform and make all technology and marketing more efficient and easier to use.
Eudokia Technologies carried out a thorough analysis of Arbor's existing digital ecosystem and mapped all processes to develop the "Everything in One Place" (EiOS) Dynamics 365 application. This innovative solution helped to efficiently manage loans, tasks, track communication for all loans, text borrowers, manage leads, send marketing emails, and more.
The Dynamics 365 EIOS solution included various platforms such as:
By implementing these solutions, Arbor was able to lower costs, attract new loan officers, and improve collaboration. The loan officers were provided with a more efficient and effective way to manage their borrowers and loans, and all data could be accessed from a phone or tablet.
The unique and innovative features of EIos set it apart from other CRM systems in the market. The seamless integration of various platforms allowed for easy management of all loan-related activities in one place, making the loan officers' job easier and more efficient.
In conclusion, with the help of Eudokia Technologies and the Dynamics 365 system, Arbor Financial Group was able to streamline their processes, improve collaboration, and provide better service to their clients.