Case Studies - Funding Circle

Funding Circle is a peer-to-peer lending marketplace that allows investors to lend money directly to small and medium-sized businesses. Funding Circle was the first website to use the process of peer to peer lending for business funding in the UK and currently operates in the UK, US, Germany and the Netherlands.

  • Location - London, UK
  • Employees - 101-500
  • Industry - Financial Services: Banking
  • Solution - Custom Multi-Cloud Solution (Sales & Service Cloud)

Use Salesforce Lightning to automate and simplify the underwriting process.


Funding Circle wanted to improve the existing Underwriting process by enhancing their current Org with Salesforce Lightning console.

Utilising Salesforce Lighting Experience, they also wanted to make the platform more user-friendly for the underwriting team.

With new features and functionality, Funding Circle wanted to provide improvements and efficiencies to the Underwriting process for loan offers. This would include the ability to auto-generate documentation to speed up the turn around time for loan offer management.


Pexlify worked on the configuration and customisation of a solution to be deployed with enhancements of Funding Circles current Salesforce console in order to speed up Underwriting Offers and Offer conditions management.

In order to meet Funding Circles business expectations, there would need to be a required update to the Salesforce process.

In addition to the above, an integration of Conga Composer to generate files and documentation for Underwriters to assist with customers communication to Funding Circle clients.


The Salesforce Sales Cloud solution was deployed as expected to the standard required.

The configurations and implementation performed by Pexlify match the requirements as set out by Funding Circle in the project discovery stage and aligned with the agreed statement of work

Preliminary metrics suggest 40 hours per week time-saving on Underwriting