finance

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