Your financial institution isn’t the same as any others out there, so when you invest in outsourcing lender services, you want a vendor who offers solutions tailored to your unique processes and needs. However, many lender services companies in the market today offer one-size-fits-all solutions that a bank or credit union must adapt to. Instead, it’s critical that you partner with a vendor who adapts to you, creating a service and solutions package unique to your institution.
In this blog, we’ll examine why customized services are so important, and how Info-Pro tailors our solutions to fit any bank or credit union’s needs.
Why customized lender services are so important
When a vendor offers only an “out-of-the-box” or standard solution to all institutions, the responsibility is on you to tweak your processes to accommodate that new solution. While some change is always necessary when bringing in a new software solution, the burden should be on the vendor to make sure it works seamlessly with your existing operations and processes.
When a new vendor ensures a smooth transition and works with you to develop processes and solutions, your institution will gain efficiencies while relieving unnecessary headaches. The experience will be far better for you and all staff working with that vendor. In addition, that translates into a better experience for your members or customers.
How Info-Pro tailors lender services to your needs
Customization is one of the areas that truly sets Info-Pro apart from competitors in the lender services arena. From your first interaction with us through our entire relationship, we focus on tailoring our offerings to your institution.
Here are a few examples:
When you inquire about our services, we don’t quote you a standard solution. We tailor our offerings to your budget, core system, processes and other important factors.
Your onboarding and training program is developed with your dedicated Info-Pro representative, to fit your timeline, software needs and desired training structure.
When you work with Info-Pro, we provide on-demand reporting that can be tailored to your specification, so you always have the information you need easily at your fingertips.
We go out of our way to build relationships with every tax office you work with, to facilitate smoother processes for every party involved.
Whether you already have a lender services provider or are evaluating vendor options for the first time, it’s crucial that you partner with a company who has your best interests in mind and is flexible enough to meet your specific needs. Learn more about how Info-Pro tailors solutions specific to your core system in this information sheet.