The business
Our client is a Southwest-based loan servicer that administers tens of billions of dollars in consumer and commercial loans across millions of accounts. It works for lenders and capital partners. Its mission is to service every loan well from boarding to payoff, and to help its partners grow.
The challenge
Modern tools and one set of numbers
More than 100 older applications
Each one covers part of the work and needs its own upkeep.
Data in many places
Reports draw on the older applications, HubSpot and other platforms, so teams work from different numbers.
Slow loan onboarding
Boarding a new loan takes manual steps across several of those systems.
Room to grow
The client wanted its data in one place, so it can launch new products for the lenders and partners it serves.
The solution
What we are delivering
- Plan and roadmap2026
- Platform move, in stagesIn progress
- Data foundation, alongside itIn progress
- A new servicing platform
- One modern platform for boarding, payments and servicing, rolled out in stages while the business keeps running.
- Data moved in stages
- Data from each older application moves across as its stage completes, and the older application is retired.
- A data foundation on Snowflake
- The older systems, HubSpot and other sources brought together in one place.
- Three layers of data
- Raw data kept as it arrives, cleaned data with one definition for each measure, and business-ready data for reporting and new products.
- Controls built in
- Access controls, data quality checks and lineage, so every team knows where each number comes from.
Progress
Where the program stands
First applications moved
The first applications now run on the new servicing platform.
Data foundation
The three data layers are being built on Snowflake, alongside the platform move.
Faster loan onboarding
New loans boarded on one modern platform with fewer manual steps.
One set of numbers
Every team reports from the same data.
What’s next
As each stage completes, the client retires more older applications and brings more data into the foundation. We will add measured results here as the program reaches each milestone.