Overview

Haldrin Capital is a US-based business funding provider offering merchant cash advances and small business loans. Its teams were managing fragmented funding, sales, underwriting, and stakeholder workflows, while external users lacked self-service visibility into deals and portfolios. Bacancy Technology built a custom CRM and multi-role client portal to unify lead intake, underwriting, funding, repayments, and syndication, replacing fragmented manual processes with a single automated platform for merchants, partners, and investors alike.

Technologies Used

Salesforce
Node.js
Express.js
MongoDB
Angular 18
stripe

Project Highlights

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Unified CRM consolidating accounts, opportunities, underwriting, and repayments into one system

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Multi-role client portal serving merchants, partners, syndicators, and SPV investors

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Automated bank statement analysis using Ocrolus-powered OCR for faster underwriting

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Rules-driven deal pipeline with automated lead rotation, workflows, and approvals

The Challenges

1

Managing accounts, opportunities, financial accounts, underwriting, funding, repayments, collections, and syndication across disconnected workflows made it difficult for teams to maintain a consistent view of each funding relationship.

2

Merchants, partners, syndicators, and SPV investors needed access to different funding and portfolio information, but the absence of role-specific self-service workflows increased reliance on internal teams for updates.

3

Underwriting teams needed to process bank statements, financial information, and credit data before making funding decisions, creating additional manual effort and slowing the movement of applications through the funding pipeline.

4

Leads were coming from aggregators, advertising platforms, referral channels, and other sources, making centralized lead intake, assignment, follow-up, communication, and partner-based deal workflows difficult to manage.

Solutions by Bacancy

1

We built a custom CRM around accounts, contacts, opportunities, underwriting, funding, repayments and collections, and syndication as core business entities. We also implemented workflow, rotation, and approval services to move deals through the appropriate stages and reduce dependency on disconnected operational processes.

2

Our fintech developers created role-specific dashboards and workflows for merchants, partners, syndicators, and SPV investors. Depending on their role, users could access funding overviews, submit new deals, track remittances and repayments, and monitor portfolio trends without requiring the same internal workflow for every stakeholder.

3

We connected the underwriting workflow with Ocrolus for bank-statement OCR and data extraction, converting raw statements into structured financial information that could support underwriting analysis. We also integrated Experian for credit checks and Plaid for bank-account verification, bringing key verification activities into the funding workflow.

4

We integrated lead sources, partner and funder systems, ACH/NACHA, e-signature, telephony, email, SMS, and file storage into connected workflows. Through our fintech integration services, we streamlined processes across lead acquisition, deal processing, funding, repayments, and collections while reducing fragmentation across the broader funding operation.

Core Features

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Role-based dashboards for merchants, partners, syndicators, and SPV investors

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Automated underwriting workflow with bank statement OCR and credit check integration

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Funding disbursement, repayment tracking, and collections management

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Public merchant onboarding flow with e-signature, document upload

No. of Resource

03

No. of Resource

Time Frame

March 2026 - Ongoing

Time Frame

Project Snapshot

Haldrin Capital

Outcomes

Unified 8+ core funding workflows across sales, underwriting, funding, and repayments

Automated financial data extraction to support faster underwriting decisions

4 stakeholder roles gained self-service access through dedicated portal workflows

10+ lead and partner sources connected to centralized deal operations

2-way ACH workflows supported funding disbursement and repayment tracking

Centralized audit tracking across reporting, administration, and compliance workflows

Technical Stack

FRONTEND Angular HTML JavaScript
BACKEND Python Node.jsExpress.js
DATABASE MongoDB
CLOUD INFRASTRUCTURE Microsoft AzureAWS S3
WORKFLOW AUTOMATION Python-based Workflow Processing
LEGACY CRM SYNC Salesforce
CREDIT & VERIFICATION Experian Plaid Ocrolus
PAYMENTS Stripe
MONITORING Pingdom New Relic

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