Lender Matrix
Financial Services
10+ employees
How we streamlined multi-lender submissions for a business financing provider—saving 20+ hours weekly and enabling reps to send complete packages to multiple funding partners in seconds.
The Challenge
The client is a business financing provider that helps small businesses access working capital through a network of non-bank lending partners.
Each deal often requires submitting borrower packages to multiple funding sources—each with different requirements, contact methods, and portal processes.
Before partnering with BigSolve, their team had to:
- Prepare submission packages manually
- Email each lending partner one by one
- Switch between multiple lender portals
- Copy/paste lender contact information and templates
- Track submissions in spreadsheets or internal notes
- Re-send updated documents across multiple partners
- Handle high deal volume with limited operational tooling
This slowed down deal movement, increased operational friction, and made scaling difficult.
They needed a unified, Salesforce-native submission system that supported any number of funding partners without repetitive manual work.
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Solution Summary
A custom Salesforce workflow powered by LWC and Apex that automates multi-lender submissions, emails, portal launches, and audit logging—all from one interface.
BigSolve Differentiators
Custom Salesforce development shaped to the client’s workflow—fast, intuitive, and built for real-world use.
Process Overview
Mapped the client’s submission process and identified bottlenecks in partner outreach and deal flow.
Designed a unified submission experience—covering UI flow, email behavior, portal interactions, and automation logic.
Built a tailored Salesforce solution with clean UI, streamlined logic, and automation built for real-world use.
Polished performance, added safeguards, and ensured the system ran smoothly at high deal volume.
