CLIENT LIFECYCLE
Implementing new lending technology is a collaborative process. From kickoff through rollout and beyond, our team works alongside yours to configure your solution, prepare your users, and support successful adoption across your institution.
What to expect
CLIENT JOURNEY
Meet your implementation team, align on goals and requirements, review your onboarding timeline, and establish the people, processes, and milestones that will guide implementation.
Your team receives a guided walkthrough of your BeSmartee solution, including key functionality, workflows, configuration options, and any requirements unique to your institution.
Your users receive practical training designed around how they’ll use BeSmartee day to day. Together, we’ll walk through key workflows, answer questions, and help your team build confidence using the technology.
Training is tailored to your solution, users, and operational needs.
Before rollout, we work together to confirm your technology, users, and workflows are ready.
Success milestones may include
Our partnership doesn’t end when implementation does. After rollout, your team continues to have access to the people, training, and support needed to get the most from your BeSmartee technology.
Ongoing support includes
RESOURCES & TRAINING
Give your team the knowledge they need after onboarding. From getting started to advanced functionality, help is always within reach.
SELF-SERVE
Product-specific guides, training materials, and documentation to support new users and administrators.
LIVE
LIVE
CSM-led demos covering key product features and workflows, with opportunities for Q&A.
*COMING SOON
A collaborative space where users can share practical insights and best practices.
DEDICATED SUPPORT
Questions don’t stop after onboarding, and neither does our support. Your institution has access to dedicated resources for day-to-day product questions, technical assistance, and ongoing guidance.
Your named point of contact for ongoing guidance, account needs, and continued success.
A centralized place to submit and track support requests from intake through resolution.
CLIENT SUCCESS
“We always receive a quick response from the BeSmartee team anytime we have a question or need anything, and our Client Success Managers are always there for us.”
Michael Lupfer
United Wholesale Mortgage
“BeSmartee’s service is consistently responsive and dependable, and they truly prioritize the client relationship. Working with Besmartee feels like a partnership, not just a transaction.”
Josh Rosendahl
Mortgage Assurance, Inc.
“BsSmartee’s customer support is top notch!”
Amanda Keating
Greenway Mortgage Funding Corp.
Now, let’s get to work
From implementation onward, our team is here to help yours succeed.