Case Study: Hebrew Free Loan Association of San Francisco streamlines loan origination and fundraising with Craftsman Technology Group

Hebrew Free Loan Association of San Francisco completes Salesforce conversion on time and under budget with Craftsman Technology Group

The Hebrew Free Loan Association of San Francisco, a nonprofit providing interest-free loans, faced challenges with its legacy platform which was inefficient and cumbersome. They sought a streamlined, user-friendly system to manage loan origination, servicing, and fundraising. They engaged Craftsman Technology Group to design and implement a custom Salesforce solution, incorporating the Nonprofit Success Pack (NPSP) and the Fundingo loan servicing platform.

Craftsman Technology Group built, tested, and deployed the new Salesforce solution over seven months, customizing it for loan origination and fundraising while integrating Fundingo. The project was completed on schedule and under budget, resulting in a more efficient system with automated processes and improved reporting. This successful partnership has led to ongoing discussions for further enhancements to the platform.

Hebrew Free Loan Association of San Francisco