Charter School Capital came to RelationEdge with ambitious growth plans. The company provides charter schools with access to growth capital, facilities financing, enrollment marketing, and energy upgrades — and wanted the ability to scale their operations.
In their mission to ease administrative and financial burdens on charter schools, they needed a custom client portal to manage their loan approval process and documentation. They sought a technology solution that could both support their own rapid growth and improve their customers’ experience.
We implemented a custom Lightning Community portal to clear up roadblocks in their process and ensure secure management of sensitive content and due diligence materials. Charter School Capital started seeing the benefits within just 5 months.
Learn how we helped Charter School Capital implement a Salesforce solution that:
– allows their customers to use their portal without guidance
– supports their company’s future growth plan
– has eliminated pain points for both external and internal users
– has reduced their transaction processing window