Customer Stories

How Fundmerica Scaled 2x and Cut Operational Overhead by 80%+

Big Tuna built Fundmerica a fully custom portal that handles submissions, data entry, lender matching, reporting, and partner workflow automation.

Fundmerica logo

Fundmerica

Business funding

Custom submission portalLender matchingData entry automationSmart trackingReporting tools

2x

business growth using Big Tuna workflows

80%+

reduction in operational overhead

50%+

reduction in annual backdoor deals

The Challenge

Fundmerica needed to scale submission volume without scaling manual data entry and operations headcount at the same pace.

Deals needed to move to the right lenders immediately instead of relying on manual routing and rep-by-rep judgment.

Leadership needed better tracking and reporting to spot potential backdoor activity before it got out of hand.

What Big Tuna Built

Built a fully custom portal that handles Fundmerica’s submissions, data entry, and deal workflow in one connected system.

Added lender matching logic to route the right deals to the right lenders as soon as the package is ready.

Created smart tracking and reporting tools to monitor deal activity, improve visibility, and catch malicious actors earlier.

The Result

Fundmerica scaled 2x while reducing operational overhead by more than 80%.

The team spends less time on data entry and more time moving qualified files through the funding process.

Annual backdoor deals dropped by more than 50% with better tracking, reporting, and deal visibility.

Build Around Your Workflow

Want a system built around the way your team operates?

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