Our Client is an FCA-authorised and regulated European lending platform that provides capital to support SMEs and mid-sized corporates through a full suite of flexible lending solutions. Founded in 1987 and headquartered in the UK, Our Client has a team of 170 specialists and serves over 20,000 businesses across the region. With nearly 200 professionals based throughout the UK, the company delivers financing to support growth, expansion, and cash flow management. Our Client is also recognised as a top UK non-bank business finance provider. As a financing affiliate of its global advisory parent, it leverages investor capital alongside funding from banks and other financial institutions to power its lending activities.
Industry: Banking
Our Client is a lending firm that relies heavily on its broker network to generate loan leads. However, the existing model was outdated brokers shared leads manually, mostly over email or calls. The bank’s leadership team wanted to change that. The goal was to build a centralized system where all broker-submitted leads could be tracked in one place. They wanted full visibility into every deal, understand which brokers were active, which ones weren’t performing, and where deals were getting stuck or lost. More importantly, they needed to speed up loan processing by cutting down the back-and-forth between internal teams and brokers.
We built a custom broker portal for our client using Salesforce Experience Cloud and Aura components. This portal allowed brokers to directly submit leads into the system in a structured format. To ensure data accuracy, we implemented backend validations and automation to check the format and completeness of incoming data. Once a lead was submitted, we used Apex triggers and asynchronous Apex to automate lead conversion. As part of the conversion process, the system called third-party APIs to fetch the customer’s criminal history and credit score. Based on this data, and the customer’s previous interaction history, the loan processing decision was initiated. This helped the internal team act faster and removed the manual effort of chasing incomplete or unverified information.
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