Client Overview

Oz Cash Loans, an Australian company offers a great range of Consumer MAAC Loans and also puts customers in touch with other direct lenders extending Business Loans to small business loans.

Key Objectives

Streamline loan application processing times to drive higher loan volumes
Enable rapid Lead Sharing and Lead Selling with multiple lending institutions.
Strengthen credit risk assessments and identity verifications using financial data from 3rd party services.

Salesforce Integrations

Solution Highlights

Deconstructed lengthy business processes into smaller, more digestible segments, enhancing manageability and efficiency.
Instituted a series of built-in credit checks and validations which considered factors like the credit score, employment status, DTI ratio, and many others using DNB.
Seamlessly integrated Salesforce with GreenID, enabling real-time identity verification using reputable government and independent data sources through the exchange of fundamental information.
Developed a novel Sequential Selling Algorithm which enabled the firm to automate the lead-sharing process by rewarding leads to partners who exhibited a higher probability for accepting leads and providing optimal rates per lead.
Seamless Partner Interaction using web services and backlink propagation.

Value Delivered

Incorporation of Salesforce Lightning Web Components (LWC) led to heightened productivity and effortless navigation through intricate data.
Led to a seamless CX with consent-driven credit assessment and identity verification

Provided Oz Cash Loans with a refined and efficient means of lead distribution process and optimizing their partnerships with lending entities.

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