Create a Platform for Accepting Applications from Partners

Challenge
A small business program for guaranty loans was accepting manual applications from partner financial institutions. To scale the company, they needed a way to modernize their partner financial institutions, submit applications digitally, and automate the applications through the approval process.

Solution
Implement a Salesforce application to:

• Accept applications online
• Manage the applications through the approval process
• Bill partner financial institutions for guaranty premiums

Results
BUILT took a manual process and quickly implemented it using Salesforce as the platform. Partner financial institutions can now submit their applications, have visibility into the acceptance process and pay their premiums online.

Photo by Stephen Dawson on Unsplash