Jun 23, 2022
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LendingOne - Custom CRM, Loan Origination System
Completed

LendingOne - Custom CRM, Loan Origination System

$100,000+
more 1 year
United States
10+
view project
Service categories
Service Lines
Big Data
Software Development
Design
IT Services
Web Development
Domain focus
Banking & Financial Services
Business Services
Real Estate

Challenge

LendingOne founder Bill Green approached JetRockets within a year of founding his new venture, seeking help to distinguish the company as a true fintech operation driven by cutting edge technology—not just another moneylender. To that end, the company needed to develop technology to streamline the process of reaching and processing incoming customers and creating a platform through which LendingOne employees could address their needs.

Solution

To meet the company’s needs, the JetRockets team created a custom application processing platform to allow potential customers to fill out loan applications outlining their needs, which LendingOne staff could then address quickly and efficiently. JetRockets also built a system to automate LendingOne’s loan origination underwriting procedures, including tools to verify income and conduct background checks on those submitting applications.

Results

The result streamlined the process from loan origination through information gathering, document management and the delivery of funds to clients. The third piece in the puzzle was expanding the platform to automatically calculate commissions for LendingOne’s sales team and loan officers. The JetRockets team continues to work with LendingOne as its development team, building out and augmenting its technologies to grow and enhance its services for its clients and its employees, while also adjusting the company’s tools as it seeks to adapt to current industry and overall economic trends.