RDS - a finance service company that helps recreational dealers partner with lending banks - needed a way to eliminate manual processing. When they received credit applications, employees would have to manually enter all of the data off that application into their shared spreadsheet in order for that information to be processed. Not only was this manual process tedious and time-consuming, but because information was shared in a spreadsheet, only one employee could have access to that information at a time.
With a custom integration to AppOne, an online dealer portal that allows credit applications to be submitted and processed, from their new portal, RDS now has a comprehensive way to access and process loan information. Their new portal now serves as a management system that allows employees to automatically receive loan information from AppOne and process that information efficiently and with minimal risk for error. The responsive nature of this portal also allows employees and clients to access a loan's status from anywhere via smartphones.
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