Maple Advance – Financial and Lending Industry

A financial Company who is a provider of financial services and offers funding, pre-approved and business loan, cash advance, alternative lending, and traditional banking services. 

Prospect/Customer needed a single system/application for Lending industry which can

• Enable Loan “Origination” process 
• Track the prospect merchant and collect all relevant information including documents 
• Screening of Merchants through “Under Writing” process 
• Collaborating with Syndicators for Funding for the deal 
• Initiating funding process with Merchant as well as pay back to Syndicators 
• Tracking of all the payments 
• Missing 360-degree view as well as analytics of their customers 
• Calculating all commissions and providing a dashboard for the same. 

• Solution was designed into multiple stages (Origination, Underwriting, Syndication, etc.)  with various custom reports/dashboards 
• Stages are defined and each stage define the process of execution i.e., Background Verification, Merchant info, Bank Account, Loan Offered, etc. 
• Collecting Merchant information and customized the application to reflect the business process proceedings 
• Solution was designed with various Reports/Dashboards 
• Stages are defined and each stage define the process for execution. 
• Responsive customization to meet industry and company-specific requirements in term of processes and data capturing. 

• Easy access to all the data from any location via a developed user’s Interface. 
• Information is accurate, up-to-date and Real-Time. 
• Eliminating management oversight of tracking the Stages as each stage corresponds to specific output 
• Customization to meet industry and customer-specific requirements in term of processes and data capturing. 
• Complete 360-degree information for the Customers and their payment status