Transforming Financial Workflows with Digital Solutions
Microsoft Dynamics 365 | .NET Core | Angular
About Project
Forward Funding, formerly known as Priority Funding Corporation, is a financial services company specializing in tailored lending solutions for manufactured and mobile homes. The client sought to modernize its digital infrastructure with end-to-end loan automation, integrated compliance, and a lead-generating web platform. They partnered with Soluzione IT Services to obtain an innovative solution, as the company has experience serving clients from a similar industry.
- Financial Services / Lending/ Loans/Brokerage
- Brisbane, Australia
- CRM Modernization, Loan Workflow Automation, Compliance Solutions, Portal Development
- Microsoft Dynamics 365, .NET Core, Angular
About Client
Forward Funding (forwardfunding.au) is a trusted Australian lender specializing in manufactured and mobile home financing. With a strong focus on simplified borrowing experiences, the company partners with individuals and financial institutions alike to provide fast, affordable, and transparent loan options. Their commitment to service and innovation drives success and recognition among many big companies.
Challenges Faced by Priority Funding
- Static website with no interactivity or lead-generation capabilities.
- Outdated CRM system with fragmented customer data.
- Manual loan application and document processing delays approvals.
- Limited scalability to support increasing borrower volumes.
- Need for secure and compliant workflows across jurisdictions.
Solutions Soluzione Provided
- Complete Loan Application Automation: Digitized the entire application-to-approval journey within Microsoft Dynamics 365, including custom workflows, task routing, and compliance checkpoints.
- Document Generation Engine: Automated generation of loan agreements and regulatory documents using .NET Core.
- Lead-Generating Angular Website: Developed a modern, responsive website that features calculators with built-in tools for customers to calculate loan amounts, EMIs, eligibility, and submit loan enquiries.
- Web-to-Lead Integration: Calculator submissions feed directly into Dynamics 365 as structured lead records, enhancing sales pipeline visibility.
- Secure Digital Signatures: Enabled contract execution and approvals through integrated signature solutions.
- Third-Party Integrations: Connected with external credit bureaus and payment gateways for a seamless backend experience.
Impact Delivered
- Higher lead conversion via interactive calculators and pre-qualification tools
- Stronger compliance posture through automated documentation and audit trails
- A scalable, mobile-ready platform that supports future business growth
- Centralized loan and client management on a single digital platform.
- 40% reduction in loan processing time through workflow automation.
Priority Funding Corporation Pvt Ltd has been working closely with Soluzione IT Services since early 2015, where the executive team strategized and implemented significant CRM and website changes to our organization. The friendly team took their time to understand the nuances of our business, offered innovative solutions, and once a plan was established, were extremely efficient with their execution.
David Prior
Managing Director, Priority Funding Corporation, Australia
180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531
10, Anson Road # 22-02, International Plaza 079903 SGD
Phone : +65-98-357-694
B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone: +91-9302-980-560
