Overview
One of our Canada-based clients, peer-to-peer lending and alternative investment marketplace, provides investors an opportunity to lend money to small and medium-sized businesses. It was the first-ever peer-to-peer business lending venture and currently operates in the UK, USA, Germany, and New Zealand.
The Problem
The client wanted to advance the existing underwriting process by implementing the Salesforce Lightning console. Along with the Salesforce Lightning Experience, the client wanted to build a more user-friendly platform for the underwriting team. Implementing new features and functionality, the client wanted to offer efficiencies and improvements for Underwriting loan offers. It should contain auto-generated documentation to speed up the loan offer management.
The Solution
- Bacancy Technology worked on the customization and configuration with the enhancements of the existing Salesforce console to ease the underwriting offers
- To fulfill the business expectations, the client was required to upgrade the existing Salesforce process.
- In addition to the above requirement, we integrated Conga Composer to generate files and documentation for Underwriters to assist funding circles.
Result
- We successfully deployed the Salesforce cloud solution following the standard requirements.
- The metrics suggest 60 hours per week time-saving on Underwritings.
- The implementation and configurations performed by Bacancy Technology to match the requirements aligned with the agreed statement of work.
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