// case study · finance broking
Loan onboarding from hours to minutes.
$ webgrid show --case lend1
✓builtOnboarding platform · AI data extraction · Deal tracking
✓stackLaravel · AI integration · Managed hosting
✓statusbuilt and still run by webgrid
// the problem
The problem.
Signing up a home loan client traditionally means an interview of an hour or more: the broker collecting personal details, loan information and documents by hand, then re-keying all of it into their systems.
Multiply that across every client and broking teams spend a huge share of their week on data gathering rather than deals. That is the work this platform exists to remove.
// what we built
What we built.
Webgrid built the platform as a product for brokers and brokerages: a curated onboarding experience a broker's clients complete themselves, from a link the broker sends or embedded on the broker's own website. What used to be an hour-plus interview becomes a five to ten minute application.
AI does the heavy lifting underneath. A client uploads their driver's licence and the system extracts their details automatically, processes the application data and pushes it straight into the broker's aggregator, ready to execute. E-signing, document collection, lender portal integrations and automatic email reminders are all built in, on a Laravel platform webgrid runs end to end.
The AI keeps working after onboarding: every deal is tracked and the ones at risk are flagged, and brokers can text the system and get answers back from their CRM by SMS.
// how it runs today
How it runs today.
The platform is young: live with its first broking team and built to take on more. Webgrid hosts it, monitors it and keeps developing it as a product, right down to its public website.
The core promise already holds: from an hour-plus sit-down to a ten minute application, with the data ready to execute the loan straight away.
// in their words
"The AI copilot webgrid built into our CRM has completely changed how we handle client communications. It drafts responses, surfaces next actions, and saves us hours every week."
// outcomes
What changed.
- Loan applications that took an hour-plus interview now take clients five to ten minutes
- Driver's licence in, details out: applicant data extracted by AI automatically
- Application data pushed straight into the aggregator, ready to execute
- Deals tracked with at-risk flags, plus a text-message AI that answers from the CRM
- Built, hosted and still being developed by webgrid
Want AI doing the heavy lifting inside your business?