PCLender solutions are built for ease of implementation. In fact, because the PCLender LOS platform is delivered via SaaS, implementation is less a process and more an event triggered when configuration and training prerequisites have been achieved. PCLender assigns an experienced implementation team charged with collaborating with your team on every detail to support lending operations "go live" efficiently and with the highest possible level of initial productivity.
Our services are implemented in six steps:
Step 1. Configuration Phase. During the initial weeks, our specialists work with your lending specialists, compliance staff, and automation department to determine the services and technology that will best meet your institution's needs. This process is accomplished after completing preformatted questionnaires, with our assistance, to obtain details in an organized manner. At the end of this phase, a mortgage solution strategy and implementation schedule are completed.
Step 2. Development Phase. PCLender's technical team builds the web-site tools and data tables to implement the initial technology requirements. Upon completion, our mortgage specialists create written procedures and support material for your staff.
Step 3. PCLender Review. Your designated PCLender support specialist conducts the initial testing of automation tools for customer web-sites, employee support sites, and mortgage processing systems.
Step 4. User Acceptance Testing. You and your staff have the opportunity to spend time using your new technology to make sure you are comfortable with the look, feel, and functionality of your web-site and support tools.
Step 5. Final Preparation. PCLender makes final modifications to automation tools and procedures with your feedback. During this phase, staff training takes place and vendor agreements are executed if required.
Step 6. Program Launch. Your customer and support web-sites are launched. Processing systems are in place for new business with immediate results.
Subsequent implementation activities are based on your unique business requirements and may include: