Case Study: Lendio eliminates commission all-nighters with CaptivateIQ

How Lendio Leveled Up Their Commissions Program and Eliminated “All-Nighters” with CaptivateIQ

Lendio, a leading small business loan broker, needed a better way to manage increasingly complex commission plans for its distributed team and 230 payees. After using another modern commissions tool that suffered from frequent crashes, SQL-heavy complexity, manual work, and unreliable data syncing, the finance team was losing time and trust in payout calculations. CaptivateIQ was brought in as a more flexible and scalable incentive compensation management solution.

With CaptivateIQ, Lendio gained a stable Snowflake data connection, a spreadsheet-like interface for faster plan management, and the ability to consolidate all payouts into a single platform instance. The result was less manual troubleshooting, no more all-nighters for commission runs, reduced system complexity, and enough time savings to avoid backfilling one FTE. CaptivateIQ also enabled real-time commission visibility for partners and improved reliability across Lendio’s commission operations.

Lendio

Shannon Burrows

Commission Analyst