Single Salesforce Originations Platform Across Business Lines

Huntington Technology Finance (HTF) are a forward-thinking provider of Commercial Equipment Finance Solutions based in the United States.  Introducing a fast-growing Franchise business line on top of the existing direct and vendor finance lines, HTF were faced with three different origination systems, each involving different users and processes. The introduction of small ticket business gave focus to the efficiency required in the origination process and the need for a low touch end-to-end platform and process. Our team were invited to advise on standardising the processes and perform the implementation of a single originations’ platform. A single platform and flow using Salesforce CRM System integrated with other solutions.