Delivery Hub for Lenders
Built for invoice finance, working capital, and construction lenders who need to track loan applications through approval and disbursement — without paying $50k/year for a generic loan origination system you can't customize.
The problem
Mid-market and small lenders — invoice finance shops, working capital lenders, construction draws — mostly run their pipeline through some combination of spreadsheets, email, a generic CRM, and one or two custom Salesforce objects bolted together over the years. Every loan touches 3 to 8 systems. Underwriting is a Word doc shared in Slack. Disbursement is a calendar reminder.
The enterprise loan origination systems (nCino, MeridianLink, LoanPro) are real but expensive, generic, and slow to customize. You're paying $30k-$100k a year for a platform built for retail banks, not for the way YOUR niche works.
You don't need an enterprise LOS. You need a workflow engine that already understands “loan stages,” and lets your team work the pipeline inside Salesforce. That's what this is.
8 Stages from Request to Funded
The Loan Approval workflow type ships as Custom Metadata in Delivery Hub. Customize any stage, add your own, or use the defaults below as-is. No Apex changes.
Application Submitted
Borrower → Processor
Documentation Review
Processor
Underwriting
Processor → Admin
Conditional Approval
Admin
Funding Authorization
Admin
Disbursement Scheduled
Processor
Funded
Processor
Closed
Admin
3 Persona Views
Same data, three completely different boards. Each persona sees only what they need.
Borrower
Loan applicant
- Application status (current stage)
- Outstanding document requests
- Conditional approval terms
- Funding date once authorized
- Communication thread with processor
Processor
Loan processor / underwriting analyst
- Pipeline of loans by stage
- Outstanding tasks per loan
- Document collection status
- Underwriting checklist progress
- Disbursement queue for the week
Admin
Lending admin / portfolio manager
- Portfolio-wide pipeline metrics
- Approval bottlenecks
- SLA breach alerts
- Conditional approval queue
- Daily disbursement summary
Built originally for
Mobilization Funding
The Loan Approval workflow type was originally built for Mobilization Funding, an invoice-finance lender that funds working capital for construction subcontractors. They process loans through Salesforce, draw against accounts receivable, and disburse weekly to dozens of borrowers per project.
The 8 stages above are the ones that actually mattered for their pipeline. The 3 persona views are the ones their processors and admins actually use. The Custom Metadata architecture means MF can customize any stage in 5 minutes without a deploy — and so can you.
Cloud Nimbus continues to support MF with ongoing development and Delivery Hub enhancements.
What you get when you install
Loan Approval workflow
8-stage pipeline as Custom Metadata. Customizable in Setup → Custom Metadata Types in 5 minutes.
3 persona views
Borrower, Processor, Admin. Each sees a focused board, not the firehose.
Document attachments
Loan apps, ID documents, financials, term sheets all attach to the loan record. Full version history.
Activity timeline
Every state change captured with who/when/why. Perfect for compliance audits.
SLA tracking
Built-in SLA monitoring with escalation rules. If a loan sits in Underwriting for >5 days, the admin gets paged.
Document generation
Generate term sheets, conditional approval letters, and funding authorizations from templates. Native e-signature included.
Client portal
Borrowers see their loan status without a Salesforce license. Token-gated, no login friction.
Cross-org sync
If your prod and sandbox need to stay in sync (or your group has multiple lending entities), the sync engine handles it.
What it costs
$0 + your Salesforce
Delivery Hub itself is free and open source. The Loan Approval workflow type is part of the base package. The only thing you pay for is your existing Salesforce edition (Professional or higher). No per-loan fee, no per-seat fee for the Delivery Hub layer, no enterprise tier.
Want us to install + customize for your specific niche? Implementation packages start at $2,500.
Specialized Service
DSCR Mortgage Loans
Looking specifically for DSCR investment property loan processing? See our dedicated DSCR Mortgage service with 10 specialized stages, DSCR calculator, compliance tracking, and persona views for Borrower, Loan Officer, Processor, and Admin.
Run Your Loan Pipeline Inside Salesforce
Install Delivery Hub. Switch the workflow picker to Loan Approval. Drop your first loan on the board. The 8 stages and 3 persona views are waiting.