From the firm's own write-upReceipt no. 1502
What sucked
The lender's operating layer was a patchwork, a CRM for leads, a quote engine for rates, a ledger for servicing, and numerous spreadsheets.
Loans got funded, but the system couldn't explain how; commissions and compliance trails were rebuilt manually each quarter across brokers, underwriters, servicing, compliance, and finance.
What they built
Switchboard delivered a unified platform with four modules: a single loan record capturing application through servicing, an automated compliance engine journaling status changes and approvals, a commission and bonus calculator replacing spreadsheets, and dedicated workspaces for loan officers and brokers.
What changed
5-min view
Application to first underwriting view, down from hours
12 → 1
Systems consolidated on one layer with 100% audit trail
No spreadsheets
Commission pipeline off spreadsheets; audits now read-only
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