LENDING / ALTERNATIVE FINANCE & BROKERS

Keep applications and follow-ups in one place.

When applications, statements and broker updates arrive in different places, staff spend time rebuilding the picture. We help connect submission intake, document requests and follow-up around the systems your team already uses.

Discuss your application process

01 / GROWBIZ SOLUTIONS

Keep every file moving toward a clear next step.

A consistent submission record

Bring the application and supporting documents together. Agree the required fields and document checklist for each product.

An owned review queue

Show what arrived, what is missing and who needs to act. Route exceptions to the right person.

Follow-up with context

Prepare requests and reminders from the record. Let staff review the message and retain the conversation history.

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.

APPLICATION INTAKE Example workflow

01
Application received
Application form and two bank statements arrive.
Received
02
One document missing
The agreed checklist calls for three statements.
Review
03
Follow-up prepared
Your team checks and approves the draft request.
Human approval
04
Record and owner updated
The next action is visible in the CRM.
Assigned

Your team keeps the lending decision. Requirements and approvals are agreed for your business.

Explore the intake example

SELECTED WORK / FINANCIAL SERVICES

Applications, offers and contracts in one Salesforce workflow.

Illustrative photograph of financial reports being reviewed

Salesforce · Integrations · Custom development

We extended an existing Salesforce lending package around a funder’s operating process, connecting application records, work queues, offers and contract generation.

Application recordsPut the deal and its supporting information in view.
Work queuesGive each submission an owner and a visible next step.
Offers & contractsConnect offer details to document generation.

Explore the project

04 / GROWBIZ SOLUTIONS

The workflow determines the technology.

We can assess improvements to Salesforce or another CRM, integrations with lending tools, and custom borrower or broker portals. We agree access, approvals, exception handling and support before implementation.

PLAN WITH YOUR OWN NUMBERS

What does the manual work add up to?

Estimate the effort in one repeated task. This is a planning calculation using your inputs, not a promise of savings.