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Success Story
OZ Cash Loans’ underwriting & disbursal of Personal Loans with Salesforce
Capify

Client Overview

Oz Cash Loans, an Australian company offers a great range of Consumer MAAC Loans and also puts customers in touch with other direct lenders extending Business Loans to small business loans.

Key Objectives

  • Streamline loan application processing times to drive higher loan volumes
  • Enable rapid Lead Sharing and Lead Selling with multiple lending institutions.
  • Strengthen credit risk assessments and identity verifications using financial data from 3rd party services.

Salesforce Integrations

Solution Highlights

  • Deconstructed lengthy business processes into smaller, more digestible segments, enhancing manageability and efficiency.
  • Instituted a series of built-in credit checks and validations which considered factors like the credit score, employment status, DTI ratio, and many others using DNB.
  • Seamlessly integrated Salesforce with GreenID, enabling real-time identity verification using reputable government and independent data sources through the exchange of fundamental information.
  • Developed a novel Sequential Selling Algorithm which enabled the firm to automate the lead-sharing process by rewarding leads to partners who exhibited a higher probability for accepting leads and providing optimal rates per lead.
  • Seamless Partner Interaction using web services and backlink propagation.

Value Delivered

  • Incorporation of Salesforce Lightning Web Components (LWC) led to heightened productivity and effortless navigation through intricate data.
  • Led to a seamless CX with consent-driven credit assessment and identity verification
  • Provided Oz Cash Loans with a refined and efficient means of lead distribution process and optimizing their partnerships with lending entities.
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