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Retail Banking
Loan Application Intake Automation
Complexity
Medium
Timeline
10-14 weeks
Outcomes
4+
Challenge
Manual loan application intake with slow processing times and poor borrower experience.
Solution
OmniStudio-powered dynamic forms with Experience Cloud self-service portal, automated credit checks, and LOS integration.
Key Outcomes
- Up to 147% ROI contribution
- Reduced manual data entry
- Faster loan processing
- Improved borrower experience
Tags
lendingretail-bankingautomationloan-originationself-service
Implementation Timeline
10-14 weeks
Medium Complexity