![Breaking down Merchant Cash Advances & more!]()
by Mike Walsh | Jul 1, 2020 | Blog, From Around the Web
As a Salesforce consultant specializing in Alternative Lending and Merchant Cash Advances, we often run across folks who aren’t familiar with the industry, or all of the nuances with how the funding works. Of course, regulation and legal concerns are always significant when we are talking about funding companies with large amounts on money. Sometimes, you just need someone to put together a presentation and break it down.
Follow the link below to see the video!
How Should A Merchant Cash Advance Be Structured, What is Syndication, and More?
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 26, 2020 | Blog, From Around the Web
Always looking ahead and looking for improvements, Salesforce has a great new feature on the horizon. Being released in Summer 2020 are some new, powerful features for the Salesforce Optimizer.
“With the new Salesforce Optimizer Lightning app, you can now obtain a comprehensive view of your org, which will help you prioritize where to spend your time to help drive adoption, improve performance, and simplify maintenance.”
Check out the updates below!
https://admin.salesforce.com/blog/2020/learn-moar-with-the-salesforce-optimizer-app-in-summer-20
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 26, 2020 | Blog, Salesforce Tips
During the crisis, you may be seeing a surge in applications. At the same time, you may have set tighter lending criteria and be requiring more documentation to assess the creditworthiness of each borrower. The result is that it’s more difficult to make underwriting decisions quickly and accurately. Your team can be overwhelmed.
One way to handle that heavy workload is through a more streamlined, automated underwriting process. FUNDINGO consolidates all the information your underwriters need in one place, and helps to generate more price options, reduce errors, lower risk, and ensure greater consistency.
A short video explains how the system can help your underwriting team. FUNDINGO Underwriting Software. You might also find this white paper useful: “An Inefficient Solution for Underwriting Means Inconsistency and Greater Risk for Alternative Lenders”
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
![3 Reasons Why Projects Need Salesforce Architects]()
by Mike Walsh | Jun 22, 2020 | Blog, Salesforce Tips
A Salesforce Architect does more than just implement a system. An architect works with your company to not only implement, but configure the system to better suit your needs, and recommends best practices and other products/apps that would give you a boost! Check out the article below for more!
https://www.salesforceben.com/3-reasons-why-salesforce-projects-need-architects/
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 12, 2020 | From Around the Web
Work.com contains apps and information resources to support organizations as business looks to resume operations in many countries.
Sourced through Scoop.it from: www.computerworld.com
Returning to work in the post-pandemic world won’t be an overnight thing. Businesses will definitely need to rely on new tools and ideas to find the right balance.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
