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Success Story
Redefining Regents Capital’s Equipment Financing & Leasing business with Salesforce
Capify

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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