About the client
The client is an internet-based social lending platform encouraging investors to purchase Real Estate-Secured Dependent Notes to fund real estate-related loans.
Solution
- LevelShift helped boost business performance by implementing Dynamics 365 Sales with Business Central.
- Extensive customization was needed to ensure all financial transactions associated with the online investment firm were fully automated, and extensive integrations were needed with the company’s custom website and multiple financial institutions.
- Testing and deploying integrations into Business Central were also well taken care of.
Benefits
- The client’s team has been using their new CRM environment with an automated transaction process for several months now.
- Their custom dashboards with Power BI have enhanced their social lending process.