Case Study
TruckLenders USA
From drowning in emails to processing deals in 10 minutes flat.
83%Less Time Per Deal60 min → 10 min
21 hrsSaved Weekly25 hrs → 4 hrs on admin
2-3Weeks to LaunchFull system live
The Problem
Jason Spates, CEO of TruckLenders USA, was stuck doing the same manual work on every single deal. His time was going to admin, not closing.
- Living in his email inbox — every deal buried in threads
- Forgetting where deals stood — no system, just memory
- Manually creating folders — for every single document
- Spending 1 hour per application — just on processing, before he could even work the deal
- Copy-pasting data between systems — CRM, folders, lender portals
What I Built
01
Automated Intake System
Applications come in, data automatically populates CRM and creates deal folders. Zero manual entry.
02
Self-Organizing Documents
Bank statements, IDs, tax returns — all automatically sorted, renamed, and filed by deal.
03
One-Click Processing Dashboard
See every deal's status. Move deals forward with a click. No more digging through emails.
04
Automated Follow-Ups
Email templates that send themselves. Doc requests go out automatically. Clients stay updated without typing.
The Results
Time Per Application
Weekly Admin Time
"
I used to spend an hour on every deal before I could even start working it. Now it's 10 minutes.