Implementation Process

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 our client’s 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 (typically less than 45 days – The best in the Industry):

Step 1. Planning Phase. During the initial weeks, our specialists work with the lending specialists, compliance staff, and automation department to determine the services and technology that will best meet the 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 is completed.

Step 2. Configuration Phase. PCLender’s technical team establishes the web-site tools and data tables to implement the initial technology requirements. Upon completion, our mortgage specialists create written procedures and support material. This step is pre-defined for our EXPRESS clients closing 50 units or less per month.

Step 3. PCLender Review. A designated PCLender support specialist conducts the initial testing of automation tools for customer websites, employee support sites, and mortgage processing systems.

Step 4. User Acceptance Testing. We provide the opportunity to spend time using the new technology to assure comfort with the look, feel, and functionality of the website and support tools.

Step 5. Final Preparation. PCLender makes final modifications to automation tools and procedures with feedback. During this phase, staff training takes place and vendor agreements are executed if required.

Step 6. Program Launch. Client and support websites are launched. Processing systems are in place for new business with immediate results.

Subsequent implementation activities are based on unique business requirements and may include:

  • Configuration planning and management
  • Conversion of existing platform process and data
  • Configuration training and assistance for staff
  • “Train-the-trainer” workshops for applicable staff members
  • Custom integration design, development, completion and maintenance
  • Business process refinements to realize full platform functionality and benefits