1.

OUR

Client

EFUNDEX a New York-based company needed the development of their admin and customer portal. Merchant Capital gives loans to business, so they want to automate the whole process of sales. Also, they asked help for designing a new brand and a Web page.

2.

WHAT WE

Made for them

Wordpress development

We develop a mobile-first website that focuses on readability.

Market research

We found the best approach to introduce their business strategy model.

Admin portal

A service representative has a dashboard where can see all applications and send to customers different loan offers.

Branding

New logo branding designing

UX/UI desing

We design a catchy and immersive flow for the user.

Quickbooks integration

Customers can register or login whit their Quickbooks account so, they can apply even faster.

Sale forces

We sync all the customer portal with SalesForce, in that way they can track the efficiency of their campaigns and salespersons.

Customer portal

The business owner can apply to a loan through the platform easy and fast.

3.

WE USED

This technologies
  • Sales Force integration
  • Quickbooks integration
  • Google analytics
  • Two factor authentication
  • WordPress development
  • Reactjs development
  • Yoast SEO

  • Multi-language

4.

THE

Results

We have been working with eFundex for more than 2 years, we developed and designed all their on demand needs. We are witnesses of their success, and we are so happy to help them grow along with their success path!

We help them develop a great form in which users can easily apply to a loan. Also, we did the customer portal in which clients can see the status and feedback of the service’s representatives and take the loan that eFundex offer.

In the other hand, we also did the development of all the control panel of the business. They can see their applications, users, loans, etc and can make the corresponding offers to the customers, the platform with few inputs calculate the rates, the payments, the fees, the total payback.

eFundex

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