Challenge
Leadership could not compare lender performance, offer rates, or speed-to-respond across partners. Without a shared view, planning decisions about which relationships to lean on came down to guesswork.
Approach
We built deep-dive reporting on offers, declines, discrepancies, and the partner-selection inputs leadership needed for planning, drawing the data together from Salesforce into aggregated reporting.
Solution
With offers, declines, discrepancies, and partner-selection inputs reported side by side, leadership gained a clear view of which lender relationships to prioritize in the next funding cycle.