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25th to 27th October, Palm Desert CA

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Success Story
Helping Speedy Finance to grant Business Loans at speed with Salesforce
Money Spot

Client Overview

MoneySpot provides simple solutions for customers’ short-term borrowing requirements. The loan technology company started its operation in 2015 and is headquartered in Australia.

Key Objectives

  • Strengthening risk management practices across multiple regions.
  • Tailored region-specific loan application processes & drive higher loan volumes.
  • Reducing loan processing times with less manual interventions.
  • Enhancing Customer Experience across platforms.
  • Driving Lead Generation & Conversions.
  • Automating various business processes for loan assessment, credit reporting, marketing communications, payment processing & lead-selling.

“Integrating Salesforce with CreditorWatch and DocuSign has really helped our operations run better, allowing us to manage credit reporting and document workflows with incredible efficiency. The self-serve Partner Portal that LendingLogik has developed for us has resulted in improving our partner relationships.”

Clement Dube
General Manager, Speedy Finance

Salesforce Integrations

Solution Highlights

  • Implemented swift and secure document exchange using DocuSign to redefine their document management approach, resulting in a reduction of paperwork.
  • Integrated CreditorWatch, a credit reporting and monitoring solution, into their Salesforce environment.
  • Enabled loan underwriters to access real-time credit reports and monitor changes in a borrower's financial status
  • Designed the system to access the Personal Property Securities Register (PPSR) data.
  • Devised a self-serve Partner Portal aimed at elevating partner experience.

Value Delivered

  • Broker portal enhanced broker interactions, streamlined processes, and contributed to business growth.
  • Reduced the combined time spent on each partner application from days to minutes.
  • Automated workflows allowed partners to focus on value-added tasks.
  • Enabled partners to access the real-time status of each lead quickly and easily.
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