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Success Story
Assisting, Australian Business Credit, to give Rent Roll Loans & Trail Book Loans with Salesforce
Capify

Client Overview

The company provides loans to businesses against their trailing income which is the income generated out of recurring business activity.

Key Objectives

  • Existing solution (Monday.com) was far from a comprehensive solution needed by a FinTech firm.
  • Difficulties for the Sales and Underwriting Teams to reference customer information and any terms that were offered during previous customer interactions.
  • Reducing loan processing times with less manual interventions.
  • There was an urgent need to enhance CX with the business and drive higher conversion from Lead Generation activities.
  • Automating business processes for loan assessment, credit reporting, & lead-assignments.

Salesforce Integrations

Solution Highlights

  • Developed an intelligent application interface that enables customers to apply for Rent Roll or Trail Book loans with ease and convenience.
  • CRM Integration with Experian to fetch In-Depth Trading History Report and an easy to understand UI in Salesforce for the loan assessors to view all relevant data and take necessary actions for underwriting loan.
  • Created an algorithm to score all loan applications using information from financial data for lead prioritization.
  • Integrated Salesforce with Loan management system for effective loan servicing and management.

Value Delivered

  • Assessors were able to quickly underwrite loans using the assessor tool within Salesforce.
  • A single screen user interface helped assessors view and use data easily and effectively portfolio health.
  • Using the automated process of analyzing thousands of data points, application assessment was enabled in a matter of seconds.
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