Q2 Software
54 Case Studies
A Q2 Software Case Study
Hebrew Free Loan of San Francisco is a Northern California nonprofit that provides interest-free loans to help people achieve financial stability. Their legacy custom software was rigid, lacked analytics, and forced staff to track borrowers and performance in Excel, creating slow, manual processes that diverted time from client service, outreach and fundraising.
They implemented Cloud Lending (CL Loan and CL Originate), a Salesforce-based, cloud-accessible, highly customizable platform that unified lending and donor data. The new system delivered faster loan processing, robust reporting, and a single system of record, reducing manual work and enabling staff to focus on serving clients, fundraising and growth — supporting their ongoing portfolio of 1,000+ active loans (over $10M) and a repayment rate above 99.5%.
Cindy Rogoway
Associate Director