FINANCIAL SERVICES
CRM and workflow solutions for lenders and brokers.
Connect applications, documents and follow-up across your lending operation. We help lenders, funders and finance brokers adapt Salesforce or another CRM, integrate existing systems and build portals around the way their team works.
Start with the handoff creating the most work.
Bring a real application process. We will map the records, people and systems involved.
Applications & documents
Capture incoming submissions, check the agreed checklist and make outstanding items visible.
CRM & loan-system handoffs
Keep updates and ownership clear between your CRM, loan tools and the people reviewing each file.
Borrower & broker workspaces
Give people a clear place to submit information, respond to requests and see the next step.
SELECTED WORK / FINANCIAL SERVICES
Applications, offers and contracts in one Salesforce workflow.
We extended an existing Salesforce lending package around a funder’s operating process, connecting application records, work queues, offers and contract generation.
Application records
Put the deal and its supporting information in view.
Work queues
Give each submission an owner and a visible next step.
Offers & contracts
Connect offer details to document generation.
EXAMPLE WORKFLOW / APPLICATION INTAKE
Find the missing document before the next handoff.
A broker sends an application with two statements. Your checklist requires three. The workflow flags the gap and prepares a request for your team to review.
01 / RECEIVED
Application received
Application form and two bank statements arrive.
02 / REVIEW
One document missing
The agreed checklist calls for three statements.
03 / HUMAN APPROVAL
Follow-up prepared
Your team checks and approves the draft request.
04 / ASSIGNED
Record and owner updated
The next action is visible in the CRM.
Your team keeps the lending decision. Requirements and approvals are agreed for your business.
A CONNECTED LENDING OPERATION
Connect the lending workflow
around your existing systems.
The architecture depends on your operating model. These are the connections we work through during discovery.
Experience
Borrowers & brokers
Applications, document requests and status updates through the appropriate channels.
Coordination
CRM & relationship records
Contacts, ownership, activity and the next step for the team.
Core process
Lending & servicing systems
The existing systems responsible for credit decisions, contracts and servicing.
Connections
APIs, documents & data
Defined sources, synchronisation rules and visible integration failures.
Support
Focused AI & automation
Document interpretation or draft preparation, with review before consequential actions.
Choose the right place for each part of the process.
Your CRM coordinates relationships, activity and handoffs. A lending or servicing platform may hold the application, credit decision and repayment records. We assess where each task belongs before recommending an extension, an integration or a custom workspace. Your team retains control of offers and funding decisions.
COMMON QUESTIONS
Before we talk.
No. We start with your process and existing tools. Salesforce is a core capability, and we can also work with other CRMs, integrations, portals and custom software. We will discuss the fit before recommending a platform.
We provide consultancy, implementation, integrations and custom development. We can assess and extend existing software around your process; the platform choice and any third-party licences are agreed separately.
We can assess how merchant cash advance applications, broker records, document requests and follow-up move through your CRM. The initial scope should identify the existing lending software, required connections and responsibilities before a build is proposed.
We first understand the workflow, integrations, data and people involved. Then we agree the scope, dependencies and acceptance criteria. Where the unknowns are significant, we may suggest a separately scoped assessment before a build estimate.
One example of a task that gets held up, the systems your team uses and what you want to improve. We will discuss the problem and agree a next step. You do not need a technical specification.