April 14, 2023

Dynamics 365 for Loan Management System built by Arbor & Eudokia


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:

  1. Dynamics 365 App for Outlook: This was used as the first process stage to instantly create a new borrower in Dynamics 365 for Sales. It connected the CRM to the user's inbox, allowing them to add leads and track emails from their inbox directly.

  1. Dynamics 365 for Sales: This served as the central hub for all borrower information and loan records, providing loan officers with a dashboard to view active contacts, leads, and loans, as well as their current status and milestones.

  1. BytePro: This loan originating system was used as system to manage loans, that’s why Eudokia Technologies has set up integration to sync data between BytePro and Dynamics 365 for Sales.

  1. SharePoint: This replaced ShareFile, the file sharing system, and was integrated with Dynamics 365 for Sales and BytePro to manage loan documents. All documents saved in BytePro were automatically sent to SharePoint and linked to the respective loan's record in Dynamics 365.

  1. Microsoft Teams: This served as the central organization hub, with a team created for each loan officer that could only be accessed by users involved in the loan administration process. Loan records and files required for external resources were stored in Dynamics 365/SharePoint and could also be opened within Microsoft Teams.

  1. Dynamics 365 for Marketing: This was used by the internal marketing team to run marketing campaigns, send informational flyers to potential and past clients, and build a future database for loan officers.

Key Benefits:

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.

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