Custom CRM and integrations
A custom CRM and connections with existing systems to support the lender’s operation.
CASE STUDY / BUSINESS LENDING COMPANY
More funding.
Less friction.
Over $50M/year in small-business funding
$100k+saved annually
Fewer costly mistakes.
Fewer costly mistakes.
The business.
The opportunity.
For a business lending company funding over $50 million a year to small businesses, FourthEye built a custom CRM and an AI-powered underwriting system, integrated existing tools, and automated document and outreach work.
What FourthEye built.
AI-powered underwriting system
A new underwriting system powered by AI, delivered as part of the broader software project.
Outreach and document automation
Cold lead revival, customer outreach automation, and document automation to improve work across the client lifecycle.
THE BUSINESS IMPACT
Real work.
Measurable value.
Over $100,000 in annual savings and fewer costly mistakes. The scope covered the systems behind funding activity as well as the communication and document work around it.
Client identity withheld. Figures reflect the reported project results; outcomes depend on the business and scope.
CONNECTED CAPABILITIES
Build beyond one task.
BUILT FOR YOUR BUSINESS. SUPPORTED BY OUR TEAM.
Let’s change
what’s possible.
Book a free discovery call 15 minutes. Let’s find your opportunity.