CLIENT SUCCESS
To create a simpler, more transparent mortgage experience, the Reliance Financial needed a better way to serve borrowers throughout the application process. The company turned to Bright POS to streamline the mortgage application and support Day 1 Certainty.
Scott Wise
Sales Director & Senior Mortgage Advisor
When pitching our Bright POS solution to potential LOs, I emphasize its user-friendly interface and seamless functionality. Despite our small team of just 18 people, we have banking-level technology, making it effortless for our own LOs to adopt and sell.
THE TRANSFORMATION
Reliance Financial faced challenges in delivering a transparent and user-friendly mortgage application process. They aimed to find a solution that would not only streamline the application process but also improve loan officer adoption and drive sales.
Reliance Financial was impressed by Bright POS and its comprehensive offering, which included a front-facing shopping experience, a Day 1 Certainty integration, and seamless application filling. Bright POS stood out among competitors due to its ability to meet all of Reliance Financial’s requirements.
Reliance Financial has experienced the benefits of enhanced transparency and automation using Bright POS. The company anticipates a sales surge in line with projections, and is working closely with the BeSmartee team to track metrics and KPIs that demonstrate the success of the partnership.
The implementation of Bright POS represented a significant improvement over Reliance Financial’s previous approach, which lacked a front-end shopping experience and transparency. The ease of use and integration capabilities of Bright POS provided substantial enhancements to their mortgage process.
Reliance Financial found the user interface of Bright POS to be clean and intuitive, with some minor issues related to credit reports and pricing accuracy. Despite occasional challenges, the support team has been responsive and helpful in addressing issues and providing assistance.
Reliance Financial is committed to maximizing the potential of the Bright POS solution by learning about new features and integrating marketing efforts to drive conversions. They aim to leverage the capabilities of Bright POS to enhance the customer experience and drive business growth.