- Client : CREquity
- Sector : Real estate finance
- Year : 2024
- Tags : Lending Platform, Applied AI
- Scope : Intake to collections
- Client Website : www.crequity.ai
A lending operation running on spreadsheets and email came to us with a marketing problem. The real constraint was operational: applications, underwriting and servicing lived in disconnected tools, so decisions were slow and nothing was auditable.
We rebuilt it as a single decisioned platform — application intake, document intelligence, credit policy, servicing and collections — with an audit trail a lender's compliance team can actually stand behind.
Every feature was scoped against a number the client's finance team owned before a line of code was written.
Measured against the baseline agreed with the client's finance team before the engagement started, work efficiency on lending operations rose 72%, qualified client conversion increased 60%, and the business attributed 35% of its growth to the platform.