About The Loan Store
The Loan Store is a wholesale mortgage lender that provides brokers and their clients with competitive pricing, cutting-edge technology, and fast turnaround times. Built on transparency, partnership, and service, The Loan Store empowers mortgage professionals with streamlined processes, expert support teams, and a wide array of loan products. The company, headquartered in Tucson, Arizona, continues to expand nationally by delivering a reliable lending experience that puts brokers first.
The Challenge
The Loan Store is committed to providing fast, accurate, and excellent service to its partners. However, the company struggled with manually distributing records. They needed a scalable solution to automate the process, integrate seamlessly with their Salesforce environment, and provide clear visibility into assignment logic.
The Solution
The Loan Store chose Kubaru for the flexibility to automate case distribution by skill set, priority, and workload. As a native Salesforce application, Kubaru fit seamlessly into the company’s environment, removing the need for custom development. Most importantly, its ease of use and exceptionally responsive support gave the team confidence that the platform could scale with them and adapt to evolving business needs.
“Kubaru doesn’t just provide a tool, they partner with us to ensure that we are always getting the most out of their application. Their commitment to our success has made a lasting impression and sets them apart from other vendors.”
Jamie Rains, Salesforce Administrator
The Results
Since implementing Kubaru, The Loan Store has seen measurable improvements in operational efficiency and team morale. Automated case distribution ensured records were assigned to the right user based on skills and workload. And, the need for manual case distribution was completely eliminated.