Case Study: Prosper Healthcare Lending achieves real-time loan request insights with Rollup Helper from Passage Technology

Prosper Healthcare Lending cuts account reporting from 30–45 minutes to seconds with Passage Technology

Prosper Healthcare Lending, a patient financing marketplace, faced a challenge with time-consuming Salesforce reports. Their process for providing healthcare providers with aggregated loan request status information was manual and not real-time, which hindered their account managers and customers. They sought a solution from Passage Technology and its product, Rollup Helper, to automate this data aggregation.

Passage Technology implemented Rollup Helper to create real-time rollups of key loan metrics on the Salesforce account pages. This solution automated workflow email notifications for events like new loan requests and pre-approvals, dramatically improving customer engagement. The real-time data saved each account manager 30-45 minutes per report and allowed Prosper to efficiently manage information for 500 providers.

Prosper Healthcare Lending