Customers Commercial Finance
Solution Stack
Sales Cloud, Sales Dialer, DocuSign, Aspire, VSP
Business Units
Lending, Credit Risk
Services
Advisory, Implementation, Delivery-as-a-Service
Timeline
24 weeks
Scaling Small Ticket Lending with Speed and Trust
Customers Commercial Finance is a firm focused on equipment finance and preparing to launch a new small ticket division, but existing processes were slowing them down. Credit reviews, fraud checks, and document collection lived in separate systems, limiting visibility and delaying funding decisions at the exact moment speed mattered most.
Problem
When CCF decided to enter the competitive small ticket lending space, their EVP had the vision and the team had the hustle. What they lacked was the digital foundation to match their ambition.
Agents couldn’t scale on spreadsheets and patchwork systems—every approval meant more manual steps and more risk. To grow the business, CCF needed to give its people a platform that could keep up.
Process
Fortimize and Salesforce worked alongside CCF to build a solution centered on how lending agents actually work. Now, applications move seamlessly through credit review, fraud checks, and approvals—without teams jumping between tools.
Sales Dialer helps reps reach more customers in less time, while DocuSign keeps deals moving with a few clicks. Instead of chasing paperwork, agents stay focused on customers.
Results
Applications are processed faster, every touchpoint is tracked, and both sales and credit teams can see progress in real time. Agents trust the system because it makes their jobs easier—not harder. Leaders trust it because compliance is built in. The platform doesn’t just scale transactions—it scales confidence, teamwork, and customer trust.
Executive Outcomes | Operational Impact | Technical Shift |
|---|---|---|
Enabled Expansion | Reduced Manual Steps | Integration with Internal Systems |
Reduced Risk | Improved Visibility | Empowered Future Automation |
Impact on Prospects
Loan applications are now processed more quickly, documents are managed seamlessly, and communication is more responsive. The result is a professional, tech-forward experience that inspires confidence at every step.
