TECHCOM implements its next generation Mortgage Renewals CRM for a Canadian Mortgage Lender

TECHCOM implements its next generation Mortgage Renewals CRM for a Canadian Mortgage Lender

Mortgage

Following an approximate eight-month upgrade implementation project for a prominent Canadian mortgage lender, the latest version of the Enterprise TECHCOM™ CRM for Lenders – AMS: Mortgage Renewals configuration – went into production. 

Mortgage Application

Our mortgage renewals solution automates the end to end mortgage renewal process and includes a dynamic CRM, real-time rules-based task driven workflows, API calls to the lenders core host system of record, document management and storage, mail fulfillment direct to customer and comprehensive mortgage renewal portfolio reporting.

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The upgrade of the mortgage renewals solution has introduced additional capacity to existing resources, influenced an increase in productivity, introduced expense savings attributed to strategy based automated work flows and positioned our prominent Canadian mortgage lender client to be well prepared to support their mortgage customers through COVID-19 and beyond.

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