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.
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.
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.
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.
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.
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.