Business phase
An alternative lender running active funding cycles, with leadership planning which partner relationships to lean on each round.
The bottleneck
Leadership had no shared way to compare lender performance across partners, so deciding which relationships to prioritize came down to guesswork.
The operating drag
Offer rates, declines, discrepancies, and speed-to-respond all lived in Salesforce but were never pulled together, so no one could see partner performance side by side.
What we saw
The data leadership needed for planning was already in the CRM; what was missing was aggregated reporting that turned it into a clear partner-selection view.
What we built
We built deep-dive reporting on offers, declines, discrepancies, and the partner-selection inputs leadership needed, drawing the data together from Salesforce into aggregated reporting.
Handoff
Handoff included the reporting and a walkthrough so leadership could read it and apply it to planning.
The win
With offers, declines, discrepancies, and partner-selection inputs reported side by side, leadership gained a clear view of which lender relationships to prioritize in the next funding cycle.
What came next
The reporting gives leadership a repeatable basis for partner decisions each funding cycle, ready to extend as new questions surface.