David D. Quillin Architechture
Overview
CIVIC Financial Services is a private money lender, specializing in the financing of non-owner occupied residential investment properties.
Challenge
Identify and build the essential features our Account Executives need from an ancient software called Encompass, and build them into a new lightweight responsive product to originate and process a high volume of loans.
Role
Identify and build the essential features our Account Executives need from an ancient software called Encompass, and build them into a new lightweight responsive product to originate and process a high volume of loans.
Audience
Our AEs spent their day quoting, pricing, adjusting, and selling loans. They managed and monitored several loans per day in different stages of the loans lifecycle.
Account Executives
Borrowers had the option to be very involved with the loan origination process or have the AE lead the process and do it for them.
Borrowers
Much like the role of the AE, but brokers had an additional layer to add their own price into the pricing engine.
Brokers
Correspondent
Correspondent partners would use O8 as a white labeled, custom branded platform.