Key Results at a Glance
- 3X increase in loan origination in 90 days
- $1M in funding secured
- 100% automated loan workflow implementation
Introduction
NotchUp, a Canadian short-term lender startup, partnered with Conversion Collective to revolutionize their loan operations. We developed a comprehensive, automated lending ecosystem that streamlined every aspect of their business, from marketing to loan management.
The Challenge
NotchUp needed a scalable system to:
- Streamline loan origination and management processes
- Automate delinquency handling and collections
- Process and verify loan documents efficiently
- Scale marketing efforts to drive qualified applicants
The Solution
We implemented an end-to-end automation solution including:
- Marketing Automation: Targeted campaigns to attract qualified borrowers
- Loan Management System: Custom Airtable solution for loan origination and tracking
- AI Document Processing: Automated detection and parsing of loan documents
- Collection Automation: Sophisticated dunning and delinquency management workflows
The Results
Our comprehensive solution delivered transformative results:
- 3X increase in loan origination within just 90 days
- Successful proof of concept that secured $1M in funding
- Fully automated loan workflow from application to collection
- Scalable infrastructure for continued growth
The success of this implementation provided NotchUp with the proof of concept needed to secure additional funding and scale their operations.