Our client is a fast-growing finance firm based in Mexico that funds small to mid-size real estate development projects. Their challenge wasn’t finding clients—it was handling the flood of loan requests and internal coordination that came with scale.
Their loan officers were overloaded. Follow-ups were slipping. Each deal involved 10+ forms and emails across different people, and the team was stuck juggling everything in spreadsheets, WhatsApp, and email threads.
They came to us because they knew this mess wasn’t sustainable—and it was already costing them deals.
The agency had a strong client base, but their backend systems couldn’t keep up. Here’s where they were struggling:
Every loan required collecting documents, running internal reviews, managing approvals, and tracking disbursements. The team was handling all of this manually, leading to:
Missed follow-ups on loan documents
Delays in internal approvals
Risk of compliance errors due to inconsistent record keeping
Loan officers, finance, legal, and risk teams were all operating in isolation. There was no shared workspace where everyone could see the status of a deal. As a result:
Team members were asking for the same info again and again
Managers had no visibility into bottlenecks
There was no way to track deal progress across departments
With no system to assign ownership or set reminders, tasks were either forgotten or repeated. Deals stalled for days—sometimes weeks—waiting for one step to be done.
“We weren’t losing clients because of bad service. We were losing them because we didn’t have the structure to handle growth.”
We designed a customized ClickUp workspace to mirror the way their business actually works—built for finance teams, not generic task lists.
We broke down the full lifecycle of a loan—from initial contact, to approval, to disbursement, and final project closure. Each stage became a workflow with assigned owners, clear steps, and built-in automations.
Instead of asking them to change tools, we integrated ClickUp with what they already used—like Google Drive, Gmail, and Airtable. Now, documents and emails auto-link to the right deals, and there’s no need to hunt things down.
We didn’t just build the system—we walked every department through it, created training videos, and gave them a living SOP inside ClickUp. They don’t rely on us to maintain it.
Calls are now logged and linked to contact records. Every call is stored and tied to the appropriate lead or deal. This gives the team full visibility and history for every conversation.
Since the implementation, the business has seen measurable improvements:
40% faster loan turnaround
— Applications now move through review and approval without manual chasing.
25% drop in operating costs
— Less admin work, fewer errors, no duplicated efforts.
30% boost in loan capacity
— The team can now handle more loans without hiring more staff.
Fewer delays, fewer client complaints
— Faster decisions and better communication at every stage.