Portfolio

Custom Fintech CRM - Home Run Financing

Finance

Project Overview

Home Run Financing is a custom-built, cloud-native loan management platform designed to power large-scale home improvement financing. The platform was built from the ground up to manage the complete loan lifecycle, including contractor onboarding, eligibility checks, underwriting, digital contracts, compliance, and servicing. By replacing manual and fragmented processes with an automated, CRM-driven system, the solution enabled faster lending decisions and greater operational control. Deep API integrations and compliance-first architecture ensured accuracy, security, and audit readiness at scale. Today, the platform processes billions of dollars in loans and supports thousands of contractors nationwide.

Business Challenges

  • All core lending processes had to be built and digitized from scratch.
  • Highly interconnected steps increased risk of errors across the system.
  • Supporting both PACE and unsecured lending required flexible system design.
  • Government-backed financing demanded high standards for security and auditability.
  • Platform needed to handle high volumes from day one with zero downtime.
  • Solution had to be delivered quickly without sacrificing quality or scalability.

Solution

  • Digitized the full loan lifecycle from eligibility checks to funding and post-funding activities.
  • Enabled secure, online contract sharing, approvals, and e-signatures via DocuSign.
  • Implemented MFA and role-based controls to protect sensitive financial data.
  • Delivered real-time, role-specific dashboards for visibility across the loan lifecycle.
  • Integrated third-party services for identity, credit, property, payments, and communications.
  • Replaced manual follow-ups with timely SMS and email alerts.
  • Built on secure, cloud-native architecture for stability and growth.

Approach

  • Embedded with stakeholders to map end-to-end lending workflows and business goals.
  • Designed a CRM-centric, cloud-native platform focused on speed, scale, and compliance.
  • Delivered a working prototype in 3 months, MVP in 8 months, followed by continuous scaling.
  • Used agile sprints, demos, and feedback loops to ensure rapid value delivery.
  • Built regulatory controls, auditability, and security into every workflow.
  • Engineered a future-ready architecture to support high volumes and evolving lending models.

Result & Benefits

160,000+

Projects Managed

Successfully managed and delivered over 160,000+ projects with precision, efficiency, and consistent client satisfaction.

5,000+

Contractor Network

Scaled to 5,000+ active contractors, supporting over $900M in energy efficiency and solar projects.

$1B+

In loans processed

API-driven underwriting cut processing time to a fraction, enabling quicker approvals and funding.

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