Lender Matrix
Financial Services
10+ employees
By centralizing all lender submissions inside Salesforce, the organization now sends deals faster, communicates more clearly with lending partners, and moves opportunities through the funding cycle with consistency and control.
The Challenge
A business financing provider helps small businesses connect with lending partners to secure the capital they need.
Each deal often requires submitting borrower files to multiple funding sources—each with different requirements, contact methods, and portal processes.
Before partnering with BigSolve, their team had to:
- Prepare each lender submission manually
- Email partners one-by-one with deal details
- Switch between different portals and contact methods
- Track partner requirements in spreadsheets and notes
- Monitor submission status using manual reminders
- Re-send files and borrower updates across multiple partners
This made submissions slower, inconsistent, and difficult to scale.
They needed a unified, Salesforce-driven submission process that supported any number of lending partners without repetitive manual work.
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Summary
A custom LWC and Apex workflow that centralizes submissions, partner requirements, and status tracking in one place.
Differentiator
The workflow was shaped to fit real financing operations—clear, efficient, and built for everyday use.
Process Overview
Reviewed submission workflows and identified friction in communication, tracking, and partner requirements.
Created a standardized submission flow supporting partner variations in fields, documents, and rules.
Built Lightning Web Components and Apex automation to streamline submissions end-to-end.
Tested real deal scenarios, refined UI details, and optimized workflow logic for daily operations.
