Loan Dashboard Development
A Texas-chartered bank with 134 branches was looking to provide a higher degree of visibility across their organization of loans being made to consumers and commercial clients.
Y&L developed a centralized application to monitor loans and provide a dashboard view for branch executives. The new application improved process efficiencies and data quality since loan information could now be shared with other bank applications. The scope of the project included automating processes for creating agreements, monitoring agreements, reducing errors and standardization.