Underwriting workflow automation

A founder-led capital firm in business finance and lending was growing its underwriting volume. This is one angle of the same engagement featured in our named BH Capital Funding case study, where the headline metrics are reported.

Underwriting was being done by hand, file by file. Each check was performed manually, so the team's throughput was capped by how fast people could work through every step.

The manual process was inconsistent and slow under volume. As file counts grew, the lack of a standardized process made cycle times unpredictable and hard to scale.

The checks themselves were repeatable, but nothing enforced that each file met the required criteria before moving forward. Standardizing those checks inside the CRM was the path to predictable, faster underwriting.

We built Salesforce flows and validation gates that standardize underwriting checks and cut cycle time. Completeness gates enforce that each file meets the required criteria before it can move forward, removing the manual, inconsistent steps that slowed things down.

Handoff included documentation and a walkthrough so the team could run and maintain the flows and completeness gates on their own.

Underwriting time dropped from roughly thirty minutes to about five per file, with each check applied consistently across every file.

This was one part of a broader engagement with the firm; the standardized underwriting flow sits alongside the wider work reported in the BH Capital Funding case study.