Custom-Built Digital Learning Platform Helps a US-Based Mortgage Lender Scale Up Employee Training with 75% Less Efforts

Client Introduction

A well-known mortgage lending institution in the US, offering simplified home loan options through conventional mortgages, refinance, FHA loans, and other services.

Problem Statement

• Unscalable setup with limited training capacity for employees organized in batches. Limited provisions for training multiple batches in tandem.
• The conventional “in-person” training approach demanded persistent efforts to repeat the sessions on an ongoing basis.
• High dependence on training individuals with limited availability, efficiency, and agility to adapt to any changes or special requirements.
• Outdated LMS, ineffective for upskilling geographically spread teams in a hybrid/remote work setup.
• Lack of real-time responsiveness in adapting to any changes in the program guidelines and communication.

Solution Offered

Anaptyss deployed a proprietary, state-of-the-art Digital Learning Platform with highly gamified, content-rich e-learning modules, personalized interactivity, and other capabilities – a few of them a “first” in the domain.

The bespoke digital learning platform was designed by Anaptyss team to overlay the completely overhauled Learning Management System (LMS) 2.0, enabling large-scale commissioning of “training-as-a-service” across the client organization, user devices, and online/remote locations.

Developed in line with the Digital Knowledge Operations (DKO)™ framework, the e-learning platform offered cutting-edge features viz. interactive training modules, gamification, personalization, on-demand assessments and certifications, and more.

Key solution delivered:

• Scenario-based learning video courses designed with hands-on domain expertise and digital solutions
• E-learning Center of Excellence to build capability across the mortgage life cycle
• Built-in gamified assessments and quizzes
• Certifications to foster credibility, knowledge retention, and staff morale
• Live progress reporting
• Simplified UI designed for updating the training content based on the latest guidelines
• Root cause analysis capability to improve performance based on skill gaps

Business Outcomes

• 75% reduction in the overall efforts of the training personnel
• 100% scalability to train and certify geographically dispersed employees
• 24×7 availability and real-time responsiveness for adapting to changes
• Adherence to CFPB, Dodd-Frank, and OFAC with enhanced domain expertise
• Single source of truth for program guidelines and Customers’ Overlays with examples