TruStone cut servicing email by 75 percent.

TruStone identified three areas to improve. Communication was the first: teams faced a high volume of email and needed a more effective way to share information.

Document organization was the second. Critical files were stored across multiple platforms, so centralizing them was an opportunity to improve both accuracy and speed.

Compliance was the third. Audit preparation and regulatory readiness needed secure file sharing and organized workflows behind them.

Communication was streamlined by centralizing document sharing and collaboration, which removed the follow-up emails.

Documents were centralized into secure data rooms with standardized checklists, which took out the disorganization and the errors that came with it.

Compliance readiness came from the same place. Audit preparation is simpler when the data is secure, accessible and already organized.

Daily servicing-focused email fell 75 percent and production-related email fell 25 percent. Organized data rooms simplified audit prep, and adoption took about an hour.

Leaders get instant deal updates without interrupting staff, deal processing carries fewer delays and errors, and compliance is supported by secure storage and standardization.

TruStone runs Prodeal well beyond a single workflow: originations, loan servicing, historical data management, leadership oversight and quality control.

Also loan production, participation loans, cross-department collaboration, new employee onboarding and document security.

And on the borrower and regulator side: the borrower portal, regulatory compliance, NCUA exam preparation, document standardization and template management.