New Auto Loan Onboarding - Justin

 
Situation
General information of the situation
Feedback
Alert Others
Situation
General information of the situation
Alert Others

Situation

The situation is where you start. You learn by dealing with real-life work situations. Provide a short description of the situation for the learners to work on. Along the way, you will impact results.
Sitches are situations, jams, issues, errors, gaps, troubles, stoppages and many others to fix and solve. They are also opportunities to improve, grow, expand, and introduce better, faster and cheaper ways to get the desired results.
What is your Situation and Question?
Onboarding for new loans are not as frictionless as we would like. How do we improve the onboarding process for our members? - Imagine you just bought a new auto loan and Grow Financial was the lien holder. What would you like the onboarding experience to look and feel like?
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Justin Yent    
July 12, 2022