Loans 123

Automated onboarding and assessment of leads.


Consumer finance company Loans 123 sought to automate their lead qualification process via Salesforce integrated with Equifax.


Traditional onboarding of leads involved many manual processes. Loans 123 wanted to position themselves for scale with a solution that could automate the collection, assessment and management of inbound leads.


Integrated with Equifax Salesforce creates an onboarding experience that is as seamless for customers as it is for Loans 123 staff. Website leads are saved directly into Salesforce while integration with the Equifax DP3 platform generates instant credit assessments on inbound leads cutting qualification from days to minutes.

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