Introduction to The Center for Lending Excellence

Performance Insights has dedicated the past two decades to helping our clients solve the difficult real-world business problems associated with sales performance and loan origination. The Center for Lending Excellence provides any financial institution involved in lending with the technology, professional services, and the resources to reduce the time-to-close a loan, reduce the cost-to-close a loan, and enhance the borrower and lender experience.

The Performance Insights solutions:

  • Streamline workflows and processes
  • Provide 2-way data sync along with auto-correct and update functionality
  • Eliminate paper-based workflows and processes
  • Eliminate CRM user-adoption issues
  • Breakdown operational silos
  • Eliminate ‘toggling’ between systems in the sales and lending stack
  • Auto-populate forms and applications
  • Eliminate the manual data entry of same data in multiple systems
  • Minimize data entry
  • Automate manual tasks
  • Automate financial document collection
  • Establish your CRM as a single source of the truth and enterprise lending hub

Integrate Your Stack. Automate Your Work. Use Your Insights.

The Central Lending Hub Concept is today’s best practice for high performing lenders that centralizes and automates all lending tasks, processes, and workflows in your CRM system. By integrating the entire lending tech stack, it eliminates the need to ‘toggle’ between systems (CRM, LOS, Core, others), automates manual tasks and eliminates paper-based processes. Most importantly, the Central Lending Hub incorporates use models for sales, loan origination and credit administration (in your CRM) while becoming the single source of truth for the entire organization.

Central Lending Hubs are built on the Performance Navigator iPaaS that automates complex workflows, integrates your lending tech stack, and provides smart reports, dashboards, and analytics. Performance Navigator is designed to have a single connector to your CRM system with multiple endpoints (LOS, core, and other systems). The single connector concept uses multiple triggers and actions.

  • Triggers are conditions that prompt an action to happen automatically. They can be scheduled, move records in batches, and react to conditions in other systems.
  • There are sets of actions for every connector endpoint. Actions can have multiple steps and multiple conditions.

The Central Lending Hub Concept will:

  • Reduce Your Time-to-Close a Loan
  • Enhance Your Borrower & Lender Experience
  • Reduce Your Cost-to-Close a Loan
  • Eliminate CRM User-Adoption Issues

The ‘Smarter Bank’ Technology (Next-Gen iPaaS)

The Smarter Bank is automated and integrated with smart (using artificial intelligence) technology. Our Smarter Bank clients are using intelligent workflows and integrations to automate their entire lending tech stack. Performance Insights provides a powerful platform for enterprise automation and integration so The Smarter Bank can confidently connect, integrate, and automate lending applications, data, and processes end-to-end.

Performance Navigator (iPaaS) is a single platform that provides intelligent integration and workflow automation with an embedded business intelligent engine. Performance Navigator – Performance Insights’ integration platform as a service (iPaaS) enables lenders to achieve their digital transformation goals faster by unifying application and data integration, API management, and workflow automation.

Next-Generation Lending for The ‘Smarter Bank’

Performance Navigator works with all modern CRM systems and provides seamless 2-way data sync between all your lending systems eliminating paper-based workflows and processes while providing real-time business intelligence (interactive reports, dashboards, and analytics). Performance Navigator eliminates ‘toggling’ between systems and the manual data entry of same data in multiple systems while automating manual tasks and financial document collection. See Performance Navigator reports, dashboards, and analytics.

Request Pricing, a demo, and learn more about this program.

The Salesforce Lending Hub (iPaaS)

The Salesforce Lending Hub (iPaaS) is a single platform that provides intelligent integration and workflow automation with an embedded business intelligent engine. The Salesforce Lending Hub has been designed for Salesforce CRM users (sales, loan origination and credit administration). It integrates all popular core processors, loan origination systems, and popular lending systems including Plaid, DocuSign, SBA (E-Tran), and many other systems. The Pipedrive Lending Hub allows users to enter application data into Salesforce and have it automatically and paperless enter your LOS. The LOS provides real-time updates and corrections to Salesforce. At closing, all loans are automatically and paperless boarded in the core processor. The Salesforce Lending Hub breaks down enterprise silos, minimizes data entry and automates all manual lending tasks.

Next-Generation Lending for Salesforce Users

Performance Navigator provides seamless 2-way data sync between Salesforce and all your lending systems eliminating paper-based workflows and processes while providing real-time business intelligence (interactive reports, dashboards, and analytics). Performance Navigator eliminates ‘toggling’ between systems and the manual data entry of same data in multiple systems while automating manual tasks and financial document collection. See Performance Navigator reports, dashboards, and analytics.

Request Pricing, a demo, and learn more about this program.

The Pipedrive Lending Hub (iPaaS)

The Pipedrive Lending Hub (iPaaS) is a single platform that provides intelligent integration and workflow automation with an embedded business intelligent engine. The Pipedrive Lending Hub has been designed for Pipedrive CRM users (sales, loan origination and credit administration). It integrates all popular core processors, loan origination systems, and popular lending systems including Plaid, DocuSign, SBA (E-Tran), and many other systems. The Pipedrive Lending Hub allows users to enter application data into Salesforce and have it automatically and paperless enter your LOS. The LOS provides real-time updates and corrections to Pipedrive. At closing, all loans are automatically and paperless boarded in the core processor. The Pipedrive Lending Hub breaks down enterprise silos, minimizes data entry and automates all manual lending tasks.

Next-Generation Lending for Pipedrive Users

Performance Navigator provides seamless 2-way data sync between Pipedrive and all your lending systems eliminating paper-based workflows and processes while providing real-time business intelligence (interactive reports, dashboards, and analytics). Performance Navigator eliminates ‘toggling’ between systems and the manual data entry of same data in multiple systems while automating manual tasks and financial document collection. See Performance Navigator reports, dashboards, and analytics.

Request Pricing, a demo, and learn more about this program.

Less Work. More Sales Velocity

The Auto-Correct & Update Concept (with Loan Tracker) is today’s best practice for high performing lenders that automates the CRM sales pipeline. Performance Navigator captures real-time loan status and workflow stage and uses those data to automatically update the CRM sales pipeline (automatically and accurately moving deals from stage to stage) and sending alerts and notifications (on-hold, need more information, etc.).

  • Improve Inter-Departmental Communication and Collaboration
  • Enhance Your Borrower & Lender Experience
  • Improve your Data Quality (complete, accurate, and consistent)
  • Eliminate CRM User-Adoption Issues

Professional Services

Professional Services Performance Insights has dedicated the past two decades to helping our clients solve the difficult real-world business problems associated with sales performance and loan origination. The Center for Lending Excellence provides any financial institution involved in lending with the professional services to adopt lending best practices and thrive in today’s challenging market conditions.

  • Technology Selection & Design Program

    Performance Insights has helped hundreds of financial institutions select and integrate the right systems for their lending stack. We have two decades of experience evaluating, selecting, and integrating CRM, LOS, Core, and other critical lending systems. Our experience with almost all systems in the market will help you find more options and shorten your time to decision. Request a Quote and learn more about this program.

    Discovery Phase: We begin by gathering your requirements (focused on your current and future processes, workflows, and use-models). During this phase we help our clients with best practices.

    Pre-Screen Phase: Using our years of experience and your requirements document, we pre-screen the market and narrow the field to two or three candidates based on each vendor’s ability to meet your technical and business requirements (including budget and futureproofing).

    Demo, Negotiations and Selection Phase: Performance Insights schedules all demos, assists during the selection process (using a vendor scorecard) and negotiates the final agreement.

    Implementation Phase: Optional

  • Training & Workshops

    The following workshops are customized to your needs and delivered in an on-site or virtual session by one of our experienced advisors. Each workshop is based on our extensive experience, research, and best practices. The workshop content, length and price are determined by your needs and budget. Request a Quote and learn more about this program.

    • Loan Stack Design Workshop
    • CRM User-Adoption Workshop (Achieving Success With Your CRM)
    • The Sales Metrics That Matter Workshop
    • Reports, Dashboards & Analytics Design Workshop
    • The Lending Disciplines of Execution Workshop
    • The Coaching & Sales Management Workshop
    • The Opportunity Management Workshop
      • Prospecting (Lead to Sales-Ready-Opportunity)
      • Loan Pipeline Management (including Loan Origination)
      • Streamlined Closing

  • Resources

    Ask-an-Expert Hotline Ask-an-Expert is a hotline available to all Performance Insights clients and others by annual subscription. Simply dial 480-212-6082 and you will be connected to one of our experts who can best answer your question. Our experts will answer your question, share best practices and quickly get you moving in the right direction. Our experts specialize in technology, sales, sales management and coaching, process and workflows, incentive compensation, the disciplines of execution, and everything related to lending. Request a Quote and learn more about this program.

    Knowledge Base (Resource library)

    • What Winners Do Differently
      What Winners Do Differently is our bi-annual benchmark research program conducted bi-annually with over 200 lenders (financial institutions and fintechs in the US). The research includes over 100 sales and loan origination KPIs.

      • Sales & Loan Origination Benchmarks & Best Practices.
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      • eBooks & White Papers
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