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Client Overview
The Challenge
NexGen Funding helps small and mid-sized businesses access quick and flexible financing—from merchant cash advances to working capital loans. As inquiries grew, so did the volume of leads coming through multiple channels, creating operational bottlenecks.
Delayed responses to loan inquiries and funding requests
Missed follow-ups due to scattered communication between sales reps
No centralized system to track leads, approvals, and renewals
Inconsistent outreach for returning or repeat clients
Difficulty maintaining engagement during the underwriting process
How Leapify Helped
To streamline communication and accelerate deal flow, NexGen Funding partnered with Leapify’s AI Business Platform—designed to automate lead management and follow-up workflows for service-based teams.
AI-Powered Lead Responses
Leapify’s AI instantly replied to funding inquiries from the website, landing pages, and social ads—qualifying prospects and booking them directly with a funding specialist.
Centralized CRM Dashboard
All applications, communications, and approvals were synced into one place. The team could easily view client history, track loan stages, and prioritize high-intent leads.
Automated Follow-Ups & Reminders
Leapify’s automation handled reminders for missing documents, credit checks, and renewals—keeping deals moving and reducing time-to-fund.
Automated Reviews + Reminders
Real-time dashboards gave leadership visibility into lead performance, deal flow, and conversion rates—making it easier to forecast and scale.
The Results
Within 60 days of using Leapify, NexGen Funding achieved:
Response times reduced from hours to
UNDER 1 MINUTE
35% INCREASE
in completed applications
108% Growth
In Monthly Revenue
STREAMLINED COMMUNICATION
between sales and underwriting teams
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