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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.

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