Case Study: Imperial Advance Improves Deal Submissions and Data Insights with CloudMyBiz FUNDINGO

Imperial Advance - Customer Case Study

Imperial Advance, a New York City small business lending and financial services company, was struggling with a plateau in growth caused by an outdated legacy system. CloudMyBiz identified challenges with slow onboarding, difficult loan submission workflows, disconnected spreadsheets and systems, limited reporting, and poor visibility into customer and deal history. The company also lacked the metrics needed to manage cash flow and target marketing effectively.

CloudMyBiz implemented Sales Cloud, FUNDINGO Origination, and third-party tools like Conga and Docusign, along with custom loan submission workflows, lender APIs, ACH/financial integrations, automations, alerts, and reporting. The new platform streamlined Imperial Advance’s funding process end to end, improved deal submission speed and data insights, and helped the company scale quickly enough to open a new office in Miami within a few months.

Imperial Advance