Renovo Financial

Renovo Financial is a fast-growing private lending company focused on supporting real estate investors across the U.S. They faced challenges in managing high loan volumes, underwriting speed, and borrower lifecycle visibility. With ambitious growth targets, Renovo needed a centralized, automated system to streamline origination, approvals, and communication.

Challenges

When Aspire Software Consultancy began working with Renovo Financial, the organization had a basic Salesforce setup with limited automation and disjointed data visibility. Their processes still relied heavily on manual tasks and multiple tools to handle pipeline tracking, underwriting, borrower updates, and compliance.

Renovo was looking for a secure, reliable, and single-platform-based lending solution that could:

Offer a 360-degree view of borrowers
Eliminate fragmented systems
Scale to handle higher loan volumes efficiently
Provide real-time collaboration between teams

They needed Salesforce to evolve into a robust, enterprise-grade lending platform—streamlined, auditable, and future-ready.

Our Solution

Aspire Software Consultancy implemented a tailored Salesforce-based lending solution, built on:

Sales Cloud to manage loan pipeline and borrower engagement
Custom Lending App for deal intake, underwriting workflow, and approvals
Experience Cloud portal for borrowers to submit applications and documents
DocuSign Integration for digital signatures
Automation Rules for alerts, document checklists, and SLA tracking
Role-based Dashboards for executives, loan officers, and underwriters

Key Features Delivered

Loan Application Workflow: Custom objects to track each loan’s lifecycle with stage gates (Intake > Underwriting > Approval > Closing > Servicing)
Borrower 360° View: Consolidated borrower profiles, historical deals, and communication logs
Document Collection Automation: Trigger-based document checklists based on loan type
Reporting & Analytics: Real-time insights into loan pipeline, stage duration, and conversion rates
Email Templates & Alerts: Automatic status updates to borrowers and internal teams

Results & Impact

35% Faster Underwriting Decisions thanks to automated stage transitions and task assignments
50% Reduction in Manual Data Entry through custom forms and integrations
Improved Borrower Experience with self-serve portal and real-time updates
Full Loan Lifecycle Visibility enabling smarter portfolio decisions
Enhanced Compliance with better audit trails and document tracking

Aspire Software Consultancy has been integral in implementing Renovo’s manual business processes into the Salesforce system. They are an amazing team that works around the clock to deliver on all of our requests. Since partnering with his team, we have been freed up to spend more of our time thinking of creative ways to improve our business, leaving the execution piece to ASC. We have worked with numerous developers in the past and no one else has been as consistent & thoughtful. Any time we have had an idea, ASC has found a way to write the code and implement it for us. Partnering with him has transformed our business. Bakul and his team are very communicative, very proficient in writing code, and actually collaborate with each project, providing feedback as to how they can improve upon my initial project ideas. We have been working together for almost six years now, and we plan to continue doing business together for the foreseeable future

Remi Gangarossa
COO, Renovo Financial

Testimonial

Remi Head of Operations at Renovo Financial, LLC

"Bakul from Aspire Software Consultancy has been integral in implementing Renovo’s manual business processes into the Salesforce system. He has an amazing team that works around the clock to deliver on all of our requests. Since partnering with his team, we have been freed up to spend more of our time thinking of creative ways to improve our business, leaving the execution piece to him. We have worked with numerous developers in the past and no one else has been as consistent & thoughtful. Any time we have had an idea, Bakul has found a way to write the code and implement it for us. Partnering with him has transformed our business. Bakul and his team are very communicative, very proficient in writing code, and actually collaborate with each project, providing feedback as to how they can improve upon my initial project ideas. We have been working together for almost two years now, and we plan to continue doing business together for the foreseeable future."

Måns Johansson Network manager

"Aspire helping us create a unique digital platform used in the Dental market. From first contact to deployment of platform, and ongoing it has been a professional and swift. Aspire has helped us to build, fine-tune our new platform. The Dentnet group highly recommends Aspire software.

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John Ragsdale Chief Information Officer at EyeCare Services Partners (ESP)

"Great development team! Great architect skills, great ideas, experience with many different types of apps, etc."