We were tasked with creating a system for automating the acceptance or rejection of loans in the medical space. The loan management system was required to gather financial and other documents and pre-approve based on these.
Key features of the loan management system
How it works
The requirement was to create a loan management system that could automate complex multistage processes reliably and efficiently. The system also needed to be quick to learn and easy to use, to ensure uptake among the target group. Salesforce was selected as the basis for the system for its clean, intuitive user interface, familiarity, and predefined workflows. Mapping the new structure onto that provided by Salesforce accelerated development and gave us access to Salesforce’s array of third-party integrations, AI augmentation, analytics tools and desktop and mobile applications.
Lightpoint built the system with:
MSSQL Server, MongoDB
Salesforce Classic, Salesforce Lightning, SSIS, SOQL
The loan management system is effective in leveraging Salesforce to create a medical loans processing tool that’s rapid, secure, accurate and streamlined. Hours of manual work are saved, with staff redirected to more value-adding activities, and customers express a preference for the simple, easy-to-use experience.