Your Partner in Salesforce Development & Integrations

About The Client

Small Business Loans

300 Employees

$120m ARR

Challenge

The company’s underwriting process was slow and labor-intensive, involving multiple manual reviews and significant human resources. They needed a centralized, brand-less Salesforce underwriting org to automatically integrate new acquisitions and streamline the entire process.

Solution

Free Thinkers Consulting developed a unified Salesforce underwriting system that allowed seamless integration of new acquisitions. The new system automated the majority of the underwriting workflow, reducing manual intervention and ensuring consistency across all subsidiaries.

Results

Efficiency Boost: Achieved a 60% reduction in turnaround time for applicant reviews.

Cost Savings: Estimated elimination of 15 redundant roles, leading to substantial salary savings.

Scalability: Enabled a scalable underwriting process for future acquisitions, ensuring consistency and compliance.

I've had the pleasure of working closely with Olivia and her team for more than a year now, and I am confident when I recommend her to others as a top-tier Salesforce developer and consultant. As a Technical Product Manager at FairSquare (a family of small business financing brands), I rely on Olivia and her team to build and maintain complex custom Salesforce development solutions and Lightning Web Components across multiple brands and Salesforce instances, and they deliver every time. Olivia's deep technical expertise is matched only by her unwavering commitment to delivering top-tier results. She and her team consistently exceed expectations, providing high quality work that not only meets our immediate needs but also anticipates challenges before they arise. Free Thinkers has undoubtedly been a key partner in ensuring the success of our Salesforce-based business initiatives. Our salespeople and credit analysts at National Funding and Quick Bridge Funding use components that Olivia and her team built in critical operating capacities, and as our family of brands expands rapidly and business requirements need to adapt, Olivia is there to assess the impact and consult with us on how to scale and adapt the code to fit the changing needs of the business. Beyond her technical skill and professionalism, Olivia is a joy to work with. Over time, I've gotten to know her on a personal level, and her integrity, empathy, and tenacious spirit have made her an invaluable ally. I've welcomed her into the FairSquare office headquarters and to company events because she has become a close, trusted colleague who I very much consider to be a friend, and I believe that speaks volumes about her and her business. If you're looking for a partner who is technically proficient, dedicated, and genuinely invested in your success, I cannot recommend Olivia and Free Thinkers Consulting highly enough.
Michelle Andreana
Technical Product Manager