Case Study: Imperial Advance accelerates loan processing and growth with Fundingo

Imperial Advance - Customer Case Study

Imperial Advance, a small business lending and financial services company in New York City, turned to FUNDINGO when its growth stalled because of an ineffective legacy system. The company was dealing with slow onboarding, difficult loan submission and lender matching, spreadsheet-based deal tracking, disconnected systems, and limited reporting that made it hard to manage cash flow and customer service.

FUNDINGO implemented Sales Cloud, Fundingo Origination, and third-party tools like Conga and DocuSign, along with custom loan submission workflows, lender APIs, ACH integrations, and automation and reporting features tailored to Imperial Advance’s process. As a result, Imperial Advance sped up its funding workflow, improved usability and data visibility, and saw enough operational improvement to expand within a few months by opening a new office in Miami.

Imperial Advance