Client Overview

Regents Capital Corporation, incorporated in 2013 & based out of CA, USA is a financial services company delivering full line of commercial equipment financing products to middle-market clients nationwide. The company specializes in delivering custom equipment financing & leasing solutions to companies with annual revenues from $10 million to $250 million.

Key Objectives

Complex & critical financial business processes made legacy Salesforce Classic interface insufficient for effective usage.
Need for early-stage application vetting to facilitate credible underwriting checks and help capture potential non-performing accounts early in the stage.
Create tailored user experiences for different departments, ensuring restricted data access
Streamline partner onboarding process, reduce human involvement & steps.
Enhancing Partner/Vendor experience across platforms.

Salesforce Integrations

Solution Highlights

Created intuitive Lightning App with UI Components for various business workflows for deal closures such as document collection, credit analysis, etc.
Extracted data from Experian Commercial & Paynet Credit Reports to help assessors with Credit Decisioning.
Automated Final Disclosure Process to generate agreements in minutes, to comply with laws requiring Financial Disclosure agreements to be signed before funding.
Devised a self-serve Partner Portal for lead capturing by equipment vendors. Enabled partners to engage with Regents using this Vendor Portal as the single point-of-contact.
Allowed vendors to raise a financing request to Regents Capital on behalf of the purchaser, check quotations, and follow up on the application.

Value Delivered

Migration to Salesforce Lightning resulted in productivity improvement and seamless viewing of complex data.
Automated Credit Reports enabled assessors make quick decisions, saving time.

Apps customized for different departments provided useful data visibility and workflows pertinent to the user.
Experience Cloud based Vendor Portal enabled smooth Regents-Vendor interactions.

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