Application & offer views
Application and risk information came together in configurable views, with offers displayed by tier. The funder’s team selected the offer.
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.
01 / GROWBIZ SOLUTIONS
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.
02 / GROWBIZ SOLUTIONS
What we connected.
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.
03 / GROWBIZ SOLUTIONS
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.