Salesforce Lightning Transformation
iOPTIME transformed Easy Legal Finance’s complex lending operations into a centralized, automated Salesforce platform.
Industry
Canada · Multi-brand lender
Services
Salesforce Lightning Transformation
Loan Document Processing
Court-Admissible Electronic Signatures
A Canadian holding company and specialty lender providing litigation financing to individuals, businesses and legal professionals.
Growth through acquisition created multiple brands, diverse finance products, and fragmented manual processes — all demanding a single platform.
Six recurring points of friction slowed every loan from application to funding.
Documents drafted, exported to PDF and emailed.
Up to a week lost before funding.
No live view of document journey or status.
Acquisitions added brands and product types.
Reports assembled by hand each cycle.
Legacy UI blocked modern workflows.
Legacy Process
Salesforce Transformation Layer
Connected Lending Platform
80% Of The Platform Transformed
Hover any stage to see what happens inside Salesforce.
Intake captured as a Salesforce loan record.
Counsel, product, and file completeness checks.
Risk and eligibility reviewed in Lightning.
Drawdowns, shortfalls, and terms calculated.
Conga templates fill from live loan data.
DocuSign returns a court-admissible audit trail.
Routed Lightning workflow before funding.
Disbursement tracked against the loan record.
Dashboards and monthly statements in one view.
Salesforce
Loan data
Conga Batch extended the same engine to internal reports, financial summaries and monthly statements across every brand.
Salesforce Lightning
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