Case Study: AgileCap achieves faster deal processing with CloudMyBiz's FUNDINGO

AgileCap - Customer Case Study

AgileCap, a provider of funding to insurance agencies, faced significant scaling challenges due to their use of many disconnected systems. This led to time-consuming duplicate data entry, error-prone processes, and a lack of the sophisticated tracking and reporting tools they needed. They contacted CloudMyBiz to help them overcome these obstacles and streamline their operations.

CloudMyBiz implemented its FUNDINGO Loan Management solution, built on Salesforce, which integrated AgileCap's systems and automated key processes. This included new modules for amortization schedules and integrations with tools like DocuSign and QuickBooks. The result was a savings of up to three hours per deal processed, a dramatic reduction in errors, and the removal of roadblocks, allowing AgileCap to grow and fund deals faster than ever.

AgileCap