Applications & documents
Capture incoming submissions, check the agreed checklist and make outstanding items visible.
Explore application workflowsFINANCIAL SERVICES
Connect the work behind every application.
From the first enquiry to documents, offers and follow-up, each step needs accurate records and a clear owner. We help lenders, funders and finance brokers connect that work through CRM improvements, integrations, portals and focused automation.
01 / GROWBIZ SOLUTIONS
Start with the handoff creating the most work.
Bring a real application process. We will map the records, people and systems involved.
CRM & loan-system handoffs
Keep updates and ownership clear between your CRM, loan tools and the people reviewing each file.
Explore integrationsBorrower & broker workspaces
Give people a clear place to submit information, respond to requests and see the next step.
Explore portalsSELECTED WORK / FINANCIAL SERVICES
Applications, offers and contracts in one Salesforce workflow.
Salesforce · Integrations · Custom developmentWe 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.
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
- 01Application receivedReceived
Application form and two bank statements arrive.
- 02One document missingReview
The agreed checklist calls for three statements.
- 03Follow-up preparedHuman approval
Your team checks and approves the draft request.
- 04Record and owner updatedAssigned
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.
- 01Experience
Borrowers & brokers
Applications, document requests and status updates through the appropriate channels.
- 02Coordination
CRM & relationship records
Contacts, ownership, activity and the next step for the team.
- 03Core process
Lending & servicing systems
The existing systems responsible for credit decisions, contracts and servicing.
- 04Connections
APIs, documents & data
Defined sources, synchronisation rules and visible integration failures.
- 05Support
Focused AI & automation
Document interpretation or draft preparation, with review before consequential actions.
05 / GROWBIZ SOLUTIONS
Keep what works. Address what gets in the way.
Your team may need an extension to an existing lending package, an integration between systems or a custom workspace. We assess those options against the process, data access and ongoing support needs. Your team retains control of offers and funding decisions.
COMMON QUESTIONS
Before we talk.
Do we have to use Salesforce?
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.
How do you estimate cost and timing?
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.
What should I bring to a discovery call?
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.