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Enterprise

Loan Lifecycle on Salesforce, from Lead to Disbursement

A lender of business loans needed one system for its leads, loan processing and disbursements. We designed a Salesforce-based solution connected to a custom .NET application, SharePoint and the US Small Business Administration API.

Industry: Financial services (business lending) · Region: United States

Loan Lifecycle on Salesforce, from Lead to Disbursement

Challenge

  • Lead capture and nurturing were inefficient.
  • The loan workflow was fragmented, which caused delays and errors.
  • Nobody had clear visibility of a loan’s status.
  • Underwriting and approvals were manual, and documents were scattered.
  • Loan applications had to be submitted to the US SBA through its API.

Solution

  • Salesforce captures, scores and nurtures leads from several sources, using web-to-lead, lead scoring and automated workflows.
  • Custom workflows connect Salesforce to a .NET application through REST APIs, with data kept in sync by Apex classes and triggers.
  • Platform events and change data capture give live status updates at each stage.
  • Multi-level approvals and automated risk assessment handle underwriting.
  • Files Connect links Salesforce to SharePoint for document storage, and Apex callouts submit applications and fetch status from the SBA API.

Results

  • Lead capture and conversion improved.
  • Manual processing time fell, which allowed faster approvals and disbursements.
  • Loan status is visible at every stage.
  • Documents are stored centrally and easy to reach.

Technologies

SalesforceApexPlatform EventsChange Data CaptureFiles ConnectSharePoint.NETUS SBA API

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