Integrating Salesforce Console And Conga Composer To Expedite Loan Offer Management
Overview
Capital Maple is a growing peer-to-peer lending and alternative investment marketplace headquartered in Canada that allows investors to provide funding to small and medium-sized businesses. Established as the first-ever venture in peer-to-peer business lending, the platform has expanded its operations across the UK, USA, Germany, and New Zealand.
Technical Stack
Industry
BFSI
Region
Canada
Project Size
Non- Disclosable
Highlights
Salesforce Process Upgrade
Peer-to-peer lending marketplace
Efficient loan offer management
Multi-country operations support
Challenges & Solutions
The client aimed to enhance the existing underwriting process by integrating the Capital Maple console.
- Solution: Our development team customized and configured the Capital Maple console to streamline the underwriting process, ensuring a more efficient and user-friendly platform for the underwriting team.
The client aimed to offer efficiencies and improvements for underwriting loan offers, including auto-generated documentation to expedite loan offer management.
- Solution: Our development experts integrated Conga Composer to automate the generation of files and documentation for underwriters, facilitating faster processing and management of loan offers.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- User-Friendly Platform
- Salesforce Process Upgrade
- Advanced Underwriting Process
- Efficient management of loan offers
No. of Developers
06
Time Frame
March 2022 - Ongoing
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