How a Business-Funding Lender Replaced Salesforce With a System Built Around Its Process

The client

A US business-funding lender. The client is not named here.

The problem

The existing Salesforce org couldn't model the process. Positions, stipulations, parallel lender submissions and commission splits had nowhere to live.

The ad platforms had the same blind spot. They were optimizing toward form fills because that was the last signal they received.

What Omnivance Technology built

• A custom CRM modeled on the way the lender actually works, with weighted, capacity-based lead routing.
• Eligibility scoring so the team spends its time on applications that can be funded.
• A compliance gate before the dialer so no contact is called until it has cleared the checks.
• Commission splits on the record calculated where the deal lives instead of in a separate spreadsheet.
• A synchronous partner lead-ingest API that validates, deduplicates and accepts or rejects a lead in the same request.
• An SMS assistant that qualifies leads and hands off to a human.

See more of the team's work at Omnivance Technology or read about how the two brands fit together.

What Omnivance Media connected

Server-side attribution that classifies milestones (qualified, application, funded) from CRM history and sends them daily to five ad platforms. Campaigns now optimize toward funded deals instead of form fills.

Learn more about our paid media work and our approach to financial services.