Case Study: Lending Agency clears loan repayment backlog and migrates data to Salesforce with Flatworld Solutions

Loan repayment data entry for us-based company

Lending Agency, a US-based lending business, needed help clearing a large backlog of loan repayment data entry while also migrating more than three years of sensitive financial records into Salesforce. The volume of daily repayment data, combined with a one-week deadline and strict security requirements, made the project especially challenging.

Flatworld Solutions used OCR software to convert PDF loan statements into Excel, helping organize records for faster processing before migrating the data into Salesforce. With QA checks at every stage, Flatworld Solutions delivered 100% accuracy, completed the migration within one week, and helped the client save more than 50% compared with in-house data entry.