Case Study: Western States CAT enhances credit operations with Handle

Western States CAT streamlines lien and waiver processing with Handle across 15 branch stores

Western States CAT, a Caterpillar dealer with over 15 branches, faced significant challenges in managing its complex credit operations. The company struggled with inefficient, manual processes for lien management, tracking job information, and handling waivers and notices, which led to errors and internal friction. To address these issues, they turned to Handle for its lien and waiver management solution.

By implementing Handle's platform, Western States CAT streamlined its credit processes. The solution provided enhanced data management through tools like GPS mapping for job sites, improved visibility via detailed dashboards, and automated the previously manual waiver process. This led to stronger internal collaboration, more efficient operations, and enhanced customer relationships. Handle's support and customization were also cited as crucial to the successful implementation.

Western States CAT