With a management team fiercely committed to providing unparalleled service, accuracy, security, and professionalism, the Denver-based startup’s white-glove approach to vehicle refi—one that matched consumers to lenders offering great rates they could actually qualify for—was a hit. With that growth came the need to evolve their initial technology platforms and systems.
Enter Jason Wilcox, RefiJet CTO. “There aren’t a lot of (digital) solutions out there for what we do. There are dealer solutions, and there are lender platforms for loan origination, but there aren’t many platforms that enable you to manage the consumer experience,” he told BOSS. “We needed something that really empowered our staff to serve our lenders and consumers.”Upon joining the organization in 2019 and analyzing the objectives for the digital expansion project, Wilcox identified two initial goals: to forge a transparent process through education, and to align tech advancements to strategic business objectives.
“Our staff was consumer-oriented and we had a managing partner base that was customer service-oriented, but we had to educate the team and our partners about what it was going to take to make the transformation successful and do something that was worthwhile for the company,” he said. “A lot of education was involved to make everyone in the entire organization a part of the process.”
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