• Streamlined data aggregation in Salesforce through automation, expediting the process.
• Implemented automatic detection mechanisms to identify discrepancies like data duplication or missing information, enhancing data accuracy and reliability.
• Deconstructed lengthy business processes into smaller, more digestible segments, enhancing manageability and efficiency.
• Crafted an interface that facilitates smooth information flow across the organization, promoting seamless communication and collaboration.

Oz Cash Loans has affiliations with multiple lending institutions. We designed an automated solution for Oz Cash Loans to streamline the determination of the appropriate lender for each lead.

• Integration Expansion:
  Established integration pathways with a range of lead partners, facilitating the sale of leads to these entities.
• Sequential Selling Algorithm Innovation:
  Crafted a novel Sequential Selling Algorithm which enabled the firm to automate the lead-sharing and selling process by directing leads to partners who exhibited a higher propensity for accepting leads and providing optimal rates per lead.
• Incorporation of Validation Measures:
  Instituted a series of built-in checks and validations which considered factors like the customer's CIBIL score, employment status (part-time or full-time), age, profession, and more. These factors were utilized to ascertain which lender was most inclined to accept the lead when shared.
• Automated Redirection upon Rejection:
  The system was programmed to automatically redirect its attention to the subsequent partner if the initial one declined the lead.
• Enhanced Administrative Control:
  Additional features were introduced to empower Oz Cash Loans with greater administrative control. This encompassed the capability to establish or modify the priority sequence, as well as the flexibility to temporarily or permanently omit or exclude a partner from consideration.
• Seamless Partner Interaction:
  Once a partner greenlit a lead, a unique link was generated. This link was then shared with the customer. Upon clicking the link, the customer was seamlessly redirected to a pre-filled form situated on the partner’s portal.

• Analyzing customer data
  Credit Sense is a platform that enables consumers to share their data and connect with services faster safely and easily.
  • Integrated seamlessly with Credit Sense, enabling the retrieval of the loan applicants' most recent 90-day bank statements.
  • The statements were flexible, encompassing both concise summaries and comprehensive analyzed reports. In the case of Oz Cash Loans, a streamlined report-sharing process was established.
  • Engineered an algorithm to discern and route specific leads to Credit Sense, optimizing cost-effectiveness for the firm.
• Lead sharing
  • Devised and fine-tuned a system for sharing leads with Lead Market, facilitating their sale within the open market.
  • Designed a scalable system to account for expansion in lead sharing needs.
• Identity verification
  Companies like GreenID help keep the necessary loan files complete in case of audits & help sell loans to debt management companies.
  • Seamlessly integrated Salesforce with GreenID, enabling real-time identity verification using reputable government and independent data sources through the exchange of fundamental information.
  • Facilitated cost savings for the firm by eliminating the necessity of storing customer data internally. Shared data remains accessible through GreenID, contributing to enhanced data security.
  • Streamlined the identification process for loan applicants while circumventing the need for uploading numerous documents.
• Credit Bureau checks
  Dun & Bradstreet uses applicant’s payment history, outstanding balances, business transactions, and more to calculate a series of business credit scores and ratings.
  • Established integration with Dun & Bradstreet to conduct credit bureau checks, aiding in the assessment of applicant reliability and financial stability.
  • Empowered Oz Cash Loans to autonomously generate credit ratings directly from within Salesforce, resulting in time and effort savings for subsequent transaction.

• Developed a mobile-responsive iteration of the loan application form, enhancing user experience.
• Constructed responsive layouts employing Lightning Web Components (LWC), ensuring graceful adaptation to diverse screen dimensions.
• Harnessed LWC's dynamic data binding features to capture and instantaneously validate user inputs, enhancing data accuracy.
• Leveraged platform events and push notifications for real-time user updates, facilitating timely communication.
• Incorporated comprehensive validation mechanisms to guarantee accuracy and completeness of information submitted by applicants.

• Since Salesforce storage is quite expensive, company needed an easy and inexpensive solution to offload data (records) and files (photos etc.).
• Designed a software using python to enable call to Salesforce, extraction of data from Salesforce and saving it on a local PC, which can later stored locally or on any other cloud server.
• Ensured indexing of data for easy pulling if need be, for audits, compliance or legal checks.
• Set up an automated cleaning system wherein data such as 3-years old SMS and emails were deleted from the server; process could be run when needed.