Case Study: Funding Circle speeds underwriting and saves 40 hours per week with Merkle and Salesforce Lightning

Funding Circle saves 40 hours per week on underwriting with Merkle

Funding Circle sought to improve and speed up its underwriting process by enhancing its Salesforce platform with Salesforce Lightning. The challenge was to make the system more user-friendly for its team and to auto-generate documentation to accelerate loan offer management.

Merkle configured and customized a solution built on Salesforce Sales Cloud and the Lightning console to meet these goals. The outcome included a time-saving of 40 hours per week on underwriting, improved operational efficiencies, and the integration of Conga Composer to auto-generate customer communications.

Funding Circle