My SAP SuccessFactors HCM experience in Mortgage.
Updated November 06, 2025

My SAP SuccessFactors HCM experience in Mortgage.

Sally Mcown | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Employee Central Service Center
  • SAP Agent Performance and Management
  • Employee Central
  • Onboarding
  • Recruiting
  • Performance Management

Overall Satisfaction with SAP SuccessFactors HCM

At its core, Successfactors is helping us solve the coordination puzzle. Linking departments, workflows, and data trails that used to live in isolation. It handles everything from onboarding and recruiting to learning our over 500 employees across 10 states.

Pros

  • We are automating loan officers' onboarding through the employee central module, and it's doing a pretty good job.
  • Keeps role hierarchies well synchronized across departments.

Cons

  • There's always heavy customization required once you move beyond the standard workflows.
  • Superb onboarding efficiency.
  • Using the learning and performance modules together, we achieved near-perfect compliance visibility across all regulated roles.
Once you get used to its logic, it's reliable and structured, but not the most intuitive system to navigate. In my role, I spend a lot of time configuring workflows, and while the admin tools are powerful, they require deep familiarity with MDF and rule logic.
Yes, we transitioned from on-prem to cloud about 3 years ago. The migration was a phased process that lasted under 6 months, led jointly by our internal HRIS team and Capgemini as the implementation partner. The experience itself was a mix of heavy lifting and rewarding outcomes.
It positioned us for scalability and long-term flexibility.
I see AI in SuccessFactors playing a major role in predictive workforce planning. We're looking to use the business AI for intelligent candidate screening and suggest personalized learning paths based on role data.

Do you think SAP SuccessFactors HCM delivers good value for the price?

Yes

Are you happy with SAP SuccessFactors HCM's feature set?

Yes

Did SAP SuccessFactors HCM live up to sales and marketing promises?

No

Did implementation of SAP SuccessFactors HCM go as expected?

No

Would you buy SAP SuccessFactors HCM again?

Yes

It is a strong system that pays off once it's fully tailored to your organization. If your company has well-defined HR processes, SuccessFactors will likely integrate seamlessly. We've automated processes that previously required departments to spend weeks on back-and-forth emails. We've partnered with Capgemini to fully suck out the most out of its technical customization.

SAP SuccessFactors HCM Feature Ratings

8.3
Employee demographic data
8
Employment history
8
Job profiles and administration
9
Workflow for transfers, promotions, pay raises, etc.
8
Organizational charting
9
Organization and location management
8
Compliance data (COBRA, OSHA, etc.)
8
Not Rated
Pay calculation
Not Rated
Support for external payroll vendors
Not Rated
Off-cycle/On-Demand payment
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
8.7
Approval workflow
8
Balance details
9
Annual carry-forward and encashment
9
8.4
View and generate pay and benefit information
8
Update personal information
9
View job history
9
View company policy documentation
8
Employee recognition
8
Asset Management ()
Not Rated
8.3
Report builder
8
Pre-built reports
9
Ability to combine HR data with external data
8
Integration with other HR capabilities ()
Not Rated
8.2
Performance plans
8
Performance improvement plans
8
Review status tracking
9
Review reminders
8
Multiple review frequency
8
8.0
Create succession plans/pools
7
Candidate ranking
8
Candidate search
8
Candidate development
9
8.0
New hire portal
8
Manager tracking tools
8
7.3
Corporate goal setting
7
Individual goal setting
8
Line-of sight-visibility
7
Performance tracking
7
Not Rated
Job Requisition Management
Not Rated
Company Website Posting
Not Rated
Publish to Social Media
Not Rated
Job Search Site Posting
Not Rated
Duplicate Candidate Prevention
Not Rated
Applicant Tracking
Not Rated
Notifications and Alerts
Not Rated

Using SAP SuccessFactors HCM

300 - The intensity of use really depends on the role of the users. For the most part, HR, Payroll and talent management live in it every single day - these make up close to 60 percent of the total. LOs and branch leaders use it quite a bit too for KPIs tracking and goal management. The tech side handles data syncing between sucessfactors and our other systems
3 - There's a functional analyst who manages the day to day tweaks in modules. He has a HR background so he's good at translating what HR wants into technical workflows without breaking stuff
There's also a system admin who keeps tabs on the logs since data privacy is really crucial in mortgage
  • onboarding and offboarding automation
  • branch managers use it to track KPIs related to productivity, turnarounds etc
  • Workforce planning and analytics
  • This is a quirky one. We built a talent warmbench dashboard inside Successfactors using custom fields and integrations with Power BI. Basically, it identifies internal employees who might be ready for promotion but don't have an open role yet
  • We're planning to tie our workforce planning in Sucessfactors to mortgage volume forecasting. Sounds complicated, and it is but the idea is that by integrating our origination data , the system could predict staffing needs before we feel the pain
Too many exciting projects in the pipeline to cut off SAP. Plus it's working so well for us.

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