United Capital Source

Government & Nonprofit

United Capital Source

United Capital Source is a finance institution specialized in flexible funding options for small and mid-sized business.

The Challenge

  • Automate loan application captures and have them fed directly to Zoho CRM.
  • Track incoming loan applications and redistribute accounts to the the sales team's mobile devices.
  • Integrate multiple APIs for real-time data exchange with various banking institutions.
  • Ability to automatically feed loan options into the CRM based on proprietary loan algorithms.

The Solution

  • Prepared the data structure and necessary API integrations for the exchange of loan documentation and application results with financial institutions.
  • Integrated a synchronized marketing automation platform (Zoho Campaigns) to initiate custom lead generation and customer nurture/management campaigns with real-time visible Click-through rate reporting.
  • Created custom web-based forms that fed directly into the CRM, including multiple document submissions, Java-based e-signature capabilities, and automatic contract generators compliant with banking requirements and document specifications.

The Results

  • Bidirectional data transfers between United Capital's CRM and custom bank applications allowing loan application reviews, pre-approval, loan options, and contracts to be delivered directly to the applicant's record inside the CRM.
  • Saved hundreds of man hours by streamlining loan application processing into a single CRM instance.
  • First 3 weeks in function allowed for more than 1700 real-time applications received flawlessly.

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