Case Study: Leading UK Finance Lender
How a Property & Bridging Finance Lender Transformed Their Deal Pipeline: From Hours of Admin to 30-Second Loan Profiles
✓ Critical blind spots: No real-time view of the pipeline; weekly reports became manual scrambles.
✓ Costly “dropped balls”: Email handoffs between underwriting and legal caused delays and confusion.
✓ Double-entry time sink: Skilled people re-keyed the same data across systems.
✓ High-stress compliance: No single source of truth made FCA audit prep a fire drill.
A disruptive overhaul wasn’t an option. We built a pragmatic central hub around the tools the team already used—prioritising data integrity, continuity, and speed.
We replaced a sprawling spreadsheet with a robust calculator and side-by-side scenario modelling.
What took hours now takes ~30 seconds; underwriters give accurate answers instantly.
Smart, role-aware forms collect only what each party must provide, with Stripe for fees and DocuSign for e-signature.
Friction removed; deals start faster with fewer back-and-forths.
A single real-time dashboard shows every deal, stage, and owner.
Leadership manages capacity proactively; weekly meetings shift from data-collecting to decision-making.
One-click task assignment and ownership at every stage.
The “who has the ball?” problem disappears; momentum is maintained.
All deal documents live in one secure, searchable place.
Audit-ready by default; no more hunting for files.
The Outcome: Time Back, Fewer Mistakes, and the Confidence to Scale
✓ Hundreds of hours reclaimed. Less manual admin, duplicate entry, and chasing info—freeing underwriters for high-value work.
✓ Dramatically fewer errors. Automated checks and no re-keying mean greater accuracy and lower risk.
✓ Accelerated deal velocity. Smoother handoffs and zero communication gaps reduced time from enquiry to completion.
✓ Data-driven leadership. Real-time visibility to identify bottlenecks and make strategic, evidence-based decisions.
If your team is tangled in spreadsheets, wasting time on double-entry, or dropping the ball on handoffs, it’s costing you more than frustration—it’s costing you growth.
Let’s have a practical, 20-minute chat about one specific process that’s causing headaches. No jargon. No hard sell. Just a straightforward plan to get your team’s time back.