Case Study: Capital Good Fund achieves over 50% web-based loan applications and increased client engagement with Magentrix

Capital Good Fund Goes Online to Fight Poverty

Capital Good Fund, a non-profit Community Development Financial Institution, needed a low‑cost, scalable portal so clients could self‑service pending and active loans instead of relying on phone or in‑person interactions. Because their loan origination and servicing ran on Salesforce, they required a deeply integrated, customizable solution and selected Magentrix to provide a Salesforce‑compatible portal that met those constraints.

Magentrix implemented a customizable portal with seamless Salesforce integration and ongoing implementation support, allowing Capital Good Fund to synchronize CRM data and offer interactive online loan services. As a result, engagement with their online presence rose noticeably — now over half of incoming loan applications come from the web — increasing their loan application servicing rate and helping expand their client base in Rhode Island.

Capital Good Fund

Muna Idriss

Director of Systems