Re-engineering Lending Operations with a 360-Degree Salesforce Platform
Santiago Capital is a non-bank lender based in Dublin, specialising in bridging and development finance.
As the business scaled, operations became increasingly difficult to manage using a mix of spreadsheets, Word documents, and siloed internal tools. The fragmented setup made it harder to track loans and coordinate across teams.
Comnexa delivered a fully integrated Salesforce platform to support end-to-end loan origination and management.
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A detailed discovery and design phase ensured the platform reflected Santiago Capital’s real-world processes, drawing on Comnexa’s lending sector experience.
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Origination is now significantly faster, with over 20 document templates generated automatically and real-time visibility of transaction status across the team.
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Credit papers that once took two to three hours to prepare can now be completed in under 30 minutes. This has increased Santiago Capital’s deal throughput and improved internal decision speed.
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The platform provides a complete customer view by combining borrower data, loan details, and documentation in one place.
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Loan management has also improved. Interest payment tracking and document handling are now automated, reducing the risk of delays or errors.
Santiago Capital is now expanding the platform to include investor functionality, ensuring it can support both sides of the lending operation as the firm grows.
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ABOUT COMNEXA
For over a decade, our founders had used Salesforce within the businesses they worked at and witnessed first hand the success it can bring to an organisation. Comnexa was founded in 2016 with the ambition to help more businesses harness the power of Salesforce and drive sales, marketing, operational and administrative efficiencies. Today we are driving businesses forwards by putting Salesforce at the centre of their universe, helping them process and analyse key business data from a central source of truth and ultimately operate in a strategic and data driven manner.
We predominantly work with Financial and Professional Services businesses because this is what we know best. A number of our team started their careers in the financial services industry before training in Salesforce and so we understand the challenges faced by businesses and speak their language.
As we’ve grown and developed implementation experience, we have developed accelerators and project methodologies we can guarantee lead to success. Our experiences include working with businesses across several jurisdictions, time zones, and regulatory environments and for whom client data security is their top priority. We believe this means we can offer our clients a unique proposition and an efficient road to success.
