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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