CASE STUDY / FINANCIAL SERVICES
Applications, offers and contracts in one Salesforce workflow.
A merchant cash advance funder needed its system to reflect how the team processed deals. Growbiz Solutions extended an existing Salesforce lending package around that work.
The starting point
A merchant cash advance funder already used a Salesforce lending package. As fields, product tiers and contract requirements changed, the team needed the system to reflect its operating process. Growbiz’s role was to extend that package.
What we connected.
Application & offer views
Application and risk information came together in configurable views, with offers displayed by tier. The funder’s team selected the offer.
Submission & review queues
Work items carried owners and ages. Structured stage and decline reasons helped staff see which file needed attention and why.
Documents & transaction records
The scope included bank-statement analysis records, contract generation and electronic signatures, with payment, balance and syndication records in the wider extension.
Built around an existing platform.
The project used Salesforce, DocuSign and Conga, with bank-statement parsing and payment integrations. Growbiz extended the existing package around the team’s workflow. Funding decisions remained with the funder’s staff.
Considering a similar workflow?
Start with the last few changes your team needed and where the work stopped while it waited. That helps distinguish a platform limitation from a workflow or support problem.