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.
Operational Efficiency
Kubaru made it easy for business users to automate complex assignment logic
Response Time
Instantly assigning cases to the right user allowed the company to reduce ticket response time
Smarter Routing
Enhanced assignment logic ensured tickets were always assigned to the right user
Employee Satisfaction
Balanced workloads, increased transparency, and less manual effort resulted in better team morale
Transparency
Detailed assignment logs provided improved transparency and trust
About Kubaru
Kubaru is a native Salesforce application that provides powerful features for automating the assignment of leads, cases, and other records. Kubaru simplifies even the most complex assignment logic. No coding or Salesforce admin access needed. With features like weighted round robin, workload balancing, territory management, skill-based routing, and shark tanks, Kubaru ensures records reach the right person every time.
Let us help you find the right assignment strategy to supercharge your team’s performance!
