Case Study: Mid Sized US Bank accelerates solar loan approvals with Persistent Systems

Building a digital loan origination system for solar financing

Mid Sized US Bank wanted to enter the solar financing market with a digital lending experience that could connect contractors, borrowers, and bank underwriters while integrating with credit data providers, loan management systems, and other third parties. Persistent Systems helped the bank build a loan origination system on the Salesforce platform to support rapid loan approvals in minutes.

Persistent Systems delivered a cloud-enabled Salesforce-based loan origination solution that automated loan origination, approval, and document workflows end to end. The system enabled soft- and hard-pull credit checks, automated credit decisioning, loan document generation, e-signatures, document verification, stakeholder tracking, and dashboards, improving efficiency across the process and enabling fast, validated loan disbursement.