How Crestmont Capital Saved Time With Automated Submissions
After two years working with Big Tuna, Crestmont Capital uses automated submissions to reduce manual handoffs and move faster.
Crestmont Capital
Commercial finance
2+
years working with Big Tuna
Automated
submission workflow
Fewer
manual handoffs across the process
The Challenge
Submission work was too dependent on manual steps.
The team needed consistency without slowing down sales activity.
Automation had to fit the existing process instead of forcing a rebuild.
What Big Tuna Built
Mapped the submission workflow around the team’s actual operating process.
Created automation that reduced repeat admin steps.
Kept the system focused on usable workflow improvements, not unnecessary software layers.
The Result
More efficient submission handling.
Less manual work for the team.
A long-term automation partner that can keep adapting as the business changes.
Build Around Your Workflow