about maple advance
A financial Company that is a provider of financial services and offers funding, pre-approved and business loans, cash advances, alternative lending, and traditional banking services.
Industry: Finance/Lending
Country: USA
Products used: Sales Cloud
Integration: DocuSign & Ocrolus
The Challenges
- Enable loan «origination» process.
- Track the prospective merchant and collect all relevant information including documents.
- Screening of merchants through the «underwriting» process.
- Collaborating with syndicators for funding for the deal.
- Initiating the funding process with the merchant as well as payback to syndicators.
- Tracking of all the payments.
- Missing 360-degree view as well as analytics of their customers.
- Calculating all commissions and providing a dashboard.
What did we do
Solution
- The solution was designed into multiple stages (origination, underwriting, syndication, etc.) with various custom reports and dashboards.
- Stages are defined and each stage defines the process of execution i.e., background verification, merchant info, bank account, loan offered, etc.
- Collecting merchant information and customizing the application to reflect the business process proceedings.
- The solution was designed with various reports and dashboards.
- Stages are defined and each stage defines the process for execution.
- Responsive customization to meet industry and company-specific requirements in terms of processes and data capturing.
Result
- Easy access to all the data from any location via a developed user interface.
- Information is accurate, up-to-date, and real-time.
- Eliminating management oversight of tracking the stages as each stage corresponds to a specific output.
- Customization to meet industry and customer-specific requirements in terms of processes and data capturing.
- Complete 360-degree information on the customers and their payment status.
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