At TMC Financing, one of the nation’s largest SBA 504 loan issuers, efficiency and security are key to handling their high loan volume. Thanks to an innovative solution by Carabiner Group using Formstack’s robust platform, TMC has redefined its data collection and document management processes.
Check out this demo presented by Seamus Ruiz-Earle, Managing Director of Carabiner Group, where it showcases how TMC now collects, processes, and executes loan data with ease. The solution leverages Formstack’s form collection, document generation, and e-signature features, seamlessly integrated into Salesforce and Box for a secure, automated workflow.
https://drive.google.com/file/d/1tDMdEw_X6sYAY2w_89Jj0ILQNY_iR_o2/view
Here’s how it works:
-
Secure, Native Integration: TMC’s client-facing forms are hosted on a Force.com page, making them 100% Salesforce-native.
-
Automatic File Management with Box: To enhance file organization, uploaded documents are auto-synced to designated Box folders through API calls.
-
Dynamic Loan-Specific Portals: Each loan record comes with a unique upload portal URL, enabling both TMC staff and clients to attach necessary documents. These uploads are dynamically linked back to the Salesforce record and Box, creating a streamlined, end-to-end solution.
By combining the functionalities of Formstack, Salesforce, and Box, TMC Financing has enhanced efficiency, reduced manual errors, and ensured top-tier security for their SBA 504 loan operations.