MoneyThumb Integration
Financial Services
10+ employees
BigSolve built a native bank-statement underwriting workflow inside Salesforce — collapsing the underwriter's first read of a four-statement packet from ~60 minutes of manual review to a single button click per Application.
The Challenge
A B2B broker/funder needed a faster, more consistent way to evaluate bank statements during underwriting. Their team reviewed PDF statements manually — calculating balances, counting deposits, and flagging risk by hand. This made first-read time long and inconsistent across deals.
Before partnering with BigSolve, bank-statement analysis lived outside Salesforce, slowing time-to-funding and creating reviewer-to-reviewer drift in how deals were evaluated.
They needed automated bank-statement underwriting inside Salesforce so the team could trust one scorecard and move every Application from upload to decision in seconds.
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Summary
A Salesforce integration that turns a bank-statement upload into a complete underwriting scorecard in 30 seconds — built directly into every Application record.
Differentiator
Focused development shaped around the client’s underwriting workflow — automated, reliable, and built to keep every deal moving without manual intervention.
Process Overview
Mapped the underwriting workflow and pinpointed manual statement review as the rate-limiting step.
Outlined a Salesforce scorecard model with automated analysis and reviewer-safe activation.
Developed integration callouts, scorecard rendering, and resilient processing across every deal.
Tested full underwriting cycles and refined thresholds with the team for reliable production use.
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