Salesforce Products Used
Sales Cloud
Salesforce Integrations
Sales Cloud
Australian Business Credit is an Australian owned business finance company specializing in niche sectors to meet the growing needs of businesses, especially commission-based businesses. The company provides loans to businesses against their trailing income that is income generated out of recurring business activity such as of renting out apartments – that builds a regular rental income on which rent roll loan can be extended.
To meet the capital cash inflow needs of businesses the company focuses on utilizing a tech-friendly application, approvals & assessment system.
The existing solution (from Monday.com) was far from the comprehensive solution that a financial firm needs, which made it difficult for the sales and underwriting team to reference customer information and any terms that were offered during previous customer interactions.
The company needed to be digital, highly efficient, and customer-focused to compete in the digital lending space. Using Salesforce, a comprehensive system was designed to allow easy and active data access and handling to enable the firm to give Rent Roll Loans & Trail Book Loans.
In terms of delivering fast work, I really count for this team. They converted my Idea as per my choice, exactly the same market currently need. Absolutely fine services, which makes me happy. Great consultant, a good listener and prompt result.
Developed an intelligent application interface that enables customers to apply for Rent Roll or Trail Book loans with ease and convenience. The required data for a Detailed application can be provided over multiple sittings, and the application guides the applicant in an intuitive manner.Designed a solution to assist loan seekers upload the required documents – with the document list dynamically displayed based on the applicant such as rent roll document (details of the residential or commercial property with current tenants), trail book commission statements, trust deed information, aggregation agreement, purchase agreement, amongst others.Integration helped fetch In-Depth Trading History Report comprising of loan history, and profile information amongst other informationDeveloped an easy to understand, single-screen interface for the loan assessors to view all relevant data and take necessary actions, rather than having to cycle between half a dozen systems, screens, data points, reports, etc.Created an algorithm to score all loan applications and prospects using information from multiple data sourcesAssess the value of each and every lead in real time and display the score on the screen dynamically as the data changesFacilitated automation of data aggregation in SalesforceEnabled auto-detection of discrepancies, such as data duplication or missing data
Using the automated process of analyzing thousands of data points, application assessment was enabled in a matter of secondsA single screen user interface helped assessors view and use data easily and effectively
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